Email Sync (Gmail & Outlook)
Connect Gmail or Outlook so customer correspondence is pulled into the CRM activity timeline automatically.
The email integration brings your customer correspondence into Knowledge ERP, so the CRM timeline reflects what was actually said — not just what someone remembered to log.
Connecting #
Connect Gmail or Outlook through its OAuth flow. Once authorized, Knowledge ERP stores the connection and can read the relevant mail on your behalf.
What it does #
A background sync pulls messages in and matches them to customers, folding sent and received email into the same activity timeline as notes, tasks, and other activity. The result is one chronological view of the relationship.
Setup note #
Gmail and Outlook each require OAuth client credentials configured in their respective developer consoles (Google Cloud, Azure AD), with redirect URIs pointed back at Knowledge ERP. See your administrator for the go-live setup.