💬 Conversations: Enhanced Email Sync for Outlook 📨

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We’ve improved email syncing with your CRM for UK Outlook users in 2-way sync: 🔄

Previously, when users connected their personal Outlook email with 2-way sync, all emails with contacts would automatically sync to the CRM.

We noticed that in many accounts, users were often added as contacts, causing all emails sent or received by these users to sync to the CRM. This allowed admins and users with contact access to view personal emails within the CRM.

Going forward, emails will sync only if they involve contacts who are not system users.

  • Emails sent or received by system users, who are also CRM contacts, will not sync.🚫
  • Emails are synced only if it includes at least one contact, who is not a system user. For example, if an email is sent to three recipients, where two are system users and one is not, the email will sync 👍
  • This ensures that emails involving only system users remain private and won’t be synced to CRM, even if they’re CRM contacts.