How to set up CrmLeaf's Email Integration.

Open Integrations settings

From any page, go to Settings → Integrations. You'll see available connectors including CRM Email Integration.

1. Open Settings from your workspace menu
2. Go to Integrations
3. Find and open CRM Email Integration

Add your redirect URI (Gmail or Outlook only)

Before authorizing, copy the redirect URI from CrmLeaf and add it in Google Cloud Console (Gmail) or Azure App Registration(Outlook/Microsoft 365).

1. Copy the redirect URI shown in CrmLeaf
2. Add it as an authorized redirect URI in your provider console
3. Save changes before starting mailbox authorization

Authorize your mailbox

Click Add Gmail Mailbox, Add Outlook Mailbox, or Add IMAP Mailbox, then complete provider login and consent.

1. Choose your provider and click the relevant Add Mailbox action
2. Complete login and consent on the provider screen
3. Confirm mailbox appears in CrmLeaf with provider, status and last sync time

Set your default send mailbox

If more than one mailbox is connected, choose the default From mailbox for new messages and click Save.

1. Open connected mailbox settings
2. Select the default sender mailbox
3. Click Save

Set the sync start date

Use the Sync from field to define the earliest history to import.

1. Pick the desired start date for historical sync
2. Save mailbox settings
3. Allow initial sync to complete

Open a Deal's Emails tab

Go to CRM → Deals, open the relevant Deal, then open Emails.

1. Navigate to CRM and open the target Deal detail page
2. Click the Emails tab next to other Deal tabs
3. Confirm thread area and Send Email action are available

Send your first email

Click Send Email to create your first Deal thread.

1. Add recipients, plus optional CC and BCC
2. Write your message and attach files like quotes, proposals or contracts
3. Send and confirm the thread appears in the Deal's Emails tab

Track replies and engagement

Watch the same thread for incoming replies and status updates.

• Replies land automatically in the same thread
• Track Sent, Delivered, Opened, and Replied status
• Use thread activity to decide when to follow up