Inbox connection helps customer email threads appear beside CRM activity.

What this feature is for

• Inbox connection helps customer email threads appear beside CRM activity.

When to use it

• You want customer replies visible in Customer 360.
• Your team needs email context before calling, invoicing, or following up.

Do it manually

1. Open Customers and choose Inbox or mailbox setup.
2. Connect Gmail, Outlook, or a supported sender.
3. Confirm mailbox health and sync status.
4. Open a customer record and review related threads.
5. Reconnect if sync health indicates the mailbox needs attention.

Ask Faster AI

Check whether my customer inbox is connected and healthy. If it is not, tell me which mailbox needs attention and what to fix.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of connect your inbox to customer records.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Compose customer email from a record
• Filter the customer timeline