Email & calendar
Every Email on the Record. Every Meeting in the Invite.CRM email integration for Gmail, Outlook and any business mailbox.
Connect your mailbox once and every email with a lead is filed on their record, next to the calls and texts. Book a meeting while the customer is still on the line, with the Google Meet, Zoom or Teams link already in the invite.
- Gmail, Outlook and IMAP
- No browser extension
- Meet, Zoom and Teams links
How it works
- Connect your mailboxGmail, Outlook or any IMAP mailbox
- Email files itselfOn the lead’s record, beside the calls
- Reply from the CRMFrom your own address
- Book the meetingWhile the customer is on the line
- Link in the inviteGoogle Meet, Zoom or Teams
Email and Meetings, Where the Customer Is.
What CRM Email Integration Does, and Why It Matters on the Phone.
CRM email integration connects your mailbox to your CRM so every email with a customer is filed on their record automatically, next to the calls and texts, and the whole team sees the full conversation.
Adoptiv works with Gmail, Outlook and Microsoft 365, Microsoft Exchange and any mailbox that offers IMAP and SMTP. You connect once, with no browser extension, and email sync to the CRM runs on Adoptiv’s side, so it works whatever app you read mail in. Every email is logged to the CRM automatically against the lead whose address it carries.
Reply from the CRM in the built-in webmail and it goes out from your own address. Email templates for sales keep your best rep’s replies on hand, with merge fields, shared by team. As a CRM with email tracking, it counts opens and clicks that mean something, and filters out your own opens and link scanners.
The CRM calendar integration books meetings into Google Calendar while the customer is still on the call, and Google sends the invite. Add a Google Meet, Zoom or Teams link and it is in the invite too. Outlook calendars connect through Exchange Sync.
What Changes for Your Team’s Inbox.
Before
Customer emails live in one rep’s inbox.
With Adoptiv
Every email with a lead is on the lead’s record, for the whole team.
Before
Meeting details get retyped and video links pasted by hand.
With Adoptiv
Book from the contact; the invite goes out with the link in it.
Before
The best reply gets written once and lost.
With Adoptiv
It becomes a template with merge fields, shared with the team.
Works with the tools your team already uses
Email in the CRM vs Email in an Inbox.
| What | A separate inbox | With Adoptiv |
|---|---|---|
| Customer emails | A separate inbox: In one person’s inbox | With Adoptiv: On the customer’s record, for the team |
| Logging | A separate inbox: Forward it or BCC | With Adoptiv: Filed automatically |
| Meetings | A separate inbox: Retype the details, paste the link | With Adoptiv: Booked from the contact, link in the invite |
| Best replies | A separate inbox: Rewritten every time | With Adoptiv: Shared templates with merge fields |
Email and Meetings for Every Customer-Facing Team.
Email and Calendar Questions, Answered.
Which email providers work with Adoptiv?
Gmail and Google Workspace, Outlook and Microsoft 365, Microsoft Exchange, and any mailbox that offers IMAP and SMTP, including email on your own domain.
Which calendars can I book into?
Google Calendar. Outlook and Exchange calendars connect through the Microsoft connection and Exchange Sync.
Do I need a browser extension?
No. You connect your mailbox once, and email is filed to the right lead on Adoptiv’s side, whatever browser or phone you read it on.
Can I see when someone opens my email?
Yes. Opens and clicks are tracked per email, and the noise is filtered out: your own opens, link scanners and the same person twice in a few minutes.
Can I schedule an email to send later?
Yes. Pick the hour and it goes once, at that time. You can also snooze a thread so it comes back to the top of your inbox when you want it.
Does it log emails I send from my normal email app?
Yes. Sent mail is synced too, so an email sent from Gmail or Outlook still lands on the lead’s record.
Can my whole company connect Microsoft 365 at once?
Yes. An admin can approve the whole organization in one step, or each person can connect their own mailbox.
Are attachments synced?
Yes, with limits per provider. Files come along with the message onto the record.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
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Every email with a lead filed for you, and every meeting booked with the link in the invite. Free for 14 days, no credit card.
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