Using Email Lead Capture

Email Lead Capture Overview

Email Lead Capture syncs Gmail/Outlook activity, surfaces detected inquiries on Leads, and keeps conversation context attached to leads and projects.

1. Connect your email provider

   Open Settings > Email and connect Gmail or Outlook.

2. Review detected inquiries on Leads

   Open Leads to review the Email-detected leads section.

3. Promote or dismiss

   Create leads or projects from detected inquiries, or dismiss non-lead emails.

4. Track communication in context

   Use lead and project timelines to keep all communication tied to CRM records.

Tips

• Keep background sync enabled so new inquiries appear automatically
• Link conversations to active projects to preserve thread context