CRM › Service & Engagement
Inbox & Calendar
Your own mailbox and calendar, logged into CRM against the people and companies involved, on your terms.
In CRM → Service & Engagement · 4 screens
WorkspaceMailbox ConnectionsYour Microsoft 365 or Google mailbox and calendar, logged into CRM as emails and meetings against the people and companies they involve. Nothing is read until you opt in; you choose what is kept.OpenViewMailbox Sync RunsEach time your mailbox was read: how much, what was logged, and what was left out.OpenViewMailbox Sync LogEvery message and meeting your mailbox sync looked at, and what became of it. Yours only.OpenRecordsMailbox AppsThe company's app registrations at Microsoft (Entra ID) and Google, through which each person connects their own mailbox. The client secret is sealed and never shown.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Mailbox Connections | Workspace | Your Microsoft 365 or Google mailbox and calendar, logged into CRM as emails and meetings against the people and companies they involve. Nothing is read until you opt in; you choose what is kept. | 0 | 0 | 0 |
| Mailbox Sync Runs | Read-only list | Each time your mailbox was read: how much, what was logged, and what was left out. | 10 | 0 | 0 |
| Mailbox Sync Log | Read-only list | Every message and meeting your mailbox sync looked at, and what became of it. Yours only. | 7 | 0 | 0 |
| Mailbox Apps | List | The company's app registrations at Microsoft (Entra ID) and Google, through which each person connects their own mailbox. The client secret is sealed and never shown. | 6 | 5 | 1 |