What is email sync?
Email sync is the pipe between inbox and CRM that makes automatic email logging possible.
Without it, email lives in individual inboxes; with it, correspondence becomes shared, searchable CRM history.
Short answer
Email sync connects a rep's inbox to the CRM so emails flow automatically into the contact and deal records, keeping the communication history complete and current without copy-paste or BCC. It underpins automatic email logging and lets reps work from either the inbox or the CRM while both stay aligned. Email sync is foundational to activity capture.
Key takeaways
- Connects a rep's inbox to the CRM.
- Flows emails automatically into contact and deal records.
- Keeps communication history complete without manual effort.
- Underpins automatic email logging.
Why it matters
Email sync turns private inbox correspondence into shared CRM history, visible to the team and durable beyond any one rep. It is what makes the communication history complete and current without the manual copy-paste that reps inevitably skip.
How Ardovo handles it
Ardovo syncs inboxes so emails flow into the right contact and deal automatically, with privacy respected. Rook keeps the history complete, so the full conversation is shared and searchable rather than trapped in one rep's inbox.
Frequently asked questions
What does email sync do?
It connects a rep's inbox to the CRM so emails flow automatically into the relevant contact and deal records. This keeps the communication history complete and current without copy-paste or BCC, and lets reps work from either the inbox or the CRM while both stay aligned.
Is email sync the same as email logging?
Closely related - email sync is the connection that makes automatic email logging possible. Sync is the pipe between inbox and CRM; logging is the result of emails landing on the records. In practice, setting up email sync is how you enable automatic email logging.
Does email sync keep the inbox and CRM aligned?
Yes - that is its purpose. Emails flow into the CRM automatically so the communication history stays current no matter where the rep works. The correspondence becomes shared, searchable CRM history rather than living only in an individual inbox, aligned across both systems.