Track client email replies in the CRM (two-way sync)
See Gmail and Outlook replies on threads you start from TalleFlow.
Vaasu Guduguntla
Last Update há 11 dias
📧 What two-way email sync does
When you send email to a client from TalleFlow using a connected Gmail or Outlook account, their replies can appear back on the same thread in the CRM. Project activity and notifications update when a reply arrives.
🔁 How it works
- Start in TalleFlow – compose and send from a project or contact email thread
- Client replies in their inbox – the reply is matched to your existing thread
- CRM updates – the message shows in Communications and logs project activity when the thread is linked to a project
- Outlook parity – inbound reply tracking works for both Gmail and Outlook connected accounts
💡 Rule of thumb: Sync applies to conversations you start from TalleFlow—not your entire mailbox history.
⚠️ What is not synced yet
- Replies sent only from Gmail or Outlook – if you answer the client directly in your inbox without using TalleFlow, that message may not mirror back to the CRM thread
- Contact-only threads – replies on threads with no project still appear on the contact email view but do not create project activity
- Verified domain or platform default: mail sent from your business domain default (or the platform sender) does not sync replies into TalleFlow. Choose Gmail or Outlook in From when you need sync.
🔧 Connect your inbox
- Go to Settings > Integrations
- Connect Gmail or Outlook for email send
- Send your next client email from the project or contact Communications > Email tab
🌐 Verified domain sends
A send-ready sender domain improves branding for projects, documents, and notices, but replies stay in the client inbox unless you sent from a connected mailbox.
📚 Learn More
- Send from your verified domain (transactional email and campaigns)
- Personal & Shared Connections: Connect Your Own Gmail, Outlook, and Zoom
- Schedule project and contact emails for later