Every client email.Zero manual logging.
Connect Gmail or Outlook once. Every email to a Lead, Deal, Client or Ticket is captured automatically - so nothing lives in one person's inbox ever again.
"Can you resend the proposal with the updated panel count?"
"Sent - 24 panels, revised quote attached."
Two-Way Sync
Send from CrmLeaf or your inbox
Auto-Ticketing
Inbound support mail → Ticket
Every thread visible on the Deal or Client timeline, to anyone on the team
Stop Losing Client History in Inboxes.
The moment a rep leaves, changes phones, or just goes on leave, every email thread they owned effectively disappears from the business. We fix the disconnect between your inbox and your CRM.
NO SHARED HISTORY
A teammate covering a deal has no idea what was promised over email last week.
SUPPORT MAIL GOES UNTRACKED
Client complaints sent by email sit in a personal inbox with no SLA, no owner, no record.
MANUAL COPY-PASTE INTO CRM
Reps forward important emails into the CRM by hand - most simply don't bother.
"Did anyone reply to the client about the delayed delivery, or is that email still sitting in Rahul's inbox?"
When no one but the original rep knows what was said, and they're unavailable
EverythingAuto-Logged.
Built for sales and support teams that live in their inbox.
Automatic Thread Matching
Any email to or from a known Lead, Contact or Client address is matched and logged to the right record - no forwarding, no BCC required.
Inbound-to-Ticket
Emails sent to your support address become Tickets automatically, pre-linked to the sender's Client and Project.
Team-Wide Visibility
Every synced thread sits on the Deal, Client or Ticket timeline - visible to whoever picks it up next, not just the original sender.
Send From CrmLeaf
Reply to a client directly from the Deal or Ticket screen - it lands in their inbox from your real Gmail or Outlook address.
Reply sent from CrmLeaf delivered via meera.kapoor@gmail.com in 1.2 seconds.
Simple. Fast.
Connect your inbox in under 2 minutes.
Authorize
Connect Gmail or Outlook securely using OAuth 2.0 - no password ever shared.
Match
CrmLeaf scans for known Lead, Contact and Client addresses to sync against.
Sync
Every matched thread appears automatically - no configuration needed.
One Platform.Infinite Scale.
Email is one channel. CrmLeaf ties it to the same Deal, Client, Project and Ticket records used by your entire team - across every CrmLeaf product.
Any teammate can pick up where another left off
Every synced email sits alongside calls, tasks, and notes on the same Deal or Client timeline - no more asking a colleague to forward you a thread.
Only relevant threads are synced - never your full inbox
CrmLeaf matches against existing CRM records. Personal correspondence and unrelated threads are never touched, read, or stored.
Common Questions.
Everything you need to know about the CrmLeaf Email integration.
Yes. CrmLeaf connects to both Gmail (Google Workspace) and Outlook (Microsoft 365) using each provider's official OAuth 2.0 flow. Two-way sync works identically on both.
No. CrmLeaf only syncs threads involving an email address that matches an existing Lead, Contact or Client record. Personal and unrelated email stays untouched.
Yes. Any inbound email to a designated support address is converted into a Ticket in the Work module, pre-linked to the sender's Client record if one exists.
Every synced thread appears on the shared Deal or Client timeline, so any teammate can see the full email history regardless of who sent the last message.
CrmLeaf never stores your email password. Access is granted and revocable through Google or Microsoft's own OAuth consent screen, and syncing inherits CrmLeaf's existing SOC2 and GDPR-aligned data handling practices.
Stop forwarding emails into your CRM by hand.
Connect Gmail or Outlook in under 2 minutes - free onboarding included on every plan.