How do I save an Outlook or Gmail email to a CRM?

Open the selected message, launch Ops Inbox Sync, review the people found, choose the CRM contact and action, then confirm before anything is written.

Does Ops Inbox Sync scan my whole mailbox?

No. It works with the message the authorised user has deliberately selected; it is not a background whole-mailbox synchronisation service.

Is anything saved automatically?

No. Suggested people and actions remain a preview until the authorised user reviews and confirms the requested CRM change.

How to save an Outlook or Gmail email to your CRM.

Learn how to save a selected Outlook or Gmail conversation to the right CRM contact with reviewed notes, records and follow-up actions.

View Ops Inbox Sync on OpsHarbour