CRM Inbox: Email Inside Your Pipeline
Connect Gmail or Microsoft 365, sync conversations into Corcava, match threads to contacts, reply from CRM, and auto-log outreach sends — so 1:1 sales email stays on the same record as deals and projects.
No credit card required · Included in $9/user/month
One workflow, not another inbox tab
- 1.OAuth connect Gmail or Microsoft mailbox
- 2.Inbound mail syncs on a schedule; manual sync anytime
- 3.Threads match to CRM contacts; unassigned senders queue for linking
- 4.Reply, schedule, and use snippets from CRM
- 5.Outreach sends auto-log to outreach records
- 6.AI draft assist for faster 1:1 replies
How the CRM inbox works
Connect Gmail or Microsoft 365
OAuth sign-in for Gmail and Microsoft mailboxes. Send and receive from Corcava on connected accounts — no password sharing.
Inbound sync runs on a schedule (about every 15 minutes). Use “Sync inbox now” when you need fresh mail immediately.
Threading & contact matching
Conversations group by thread key and attach to CRM contacts when the sender matches. Unknown senders land in an unassigned queue.
Create a new contact from an unassigned thread in one action when a lead is new.
Reply from CRM
Send 1:1 email, reply in thread, schedule sends, and use saved snippets — without switching to a separate mail client for every follow-up.
Archive threads in Corcava without deleting mail in your provider.
Outreach auto-log
When you send through outreach workflows, Corcava logs the send on the outreach record automatically — so platform bids and cold email share one activity trail.
Explore outreach →AI draft assist
Stuck on a follow-up? CRM inbox can generate a draft reply using conversation context and your CRM data. You review and send — the AI does not auto-send on its own.
Best for agency and consultant teams doing high-touch 1:1 sales, not bulk marketing blasts. For campaigns, use email marketing separately.
Good fit
- ✓Agency new-business email and proposal follow-ups
- ✓Consultant pipeline conversations tied to deals
- ✓Hybrid teams using outreach + direct email
Worked example: agency BD rep, Gmail + outreach
Jordan at a 10-person marketing agency connects Gmail. Upwork bids live in outreach; direct prospects email Jordan personally.
Morning: Inbox sync pulls overnight replies. Two threads match existing contacts; one unassigned sender from a conference intro.
Action: Jordan creates a contact from the unassigned thread, links to a new deal, and uses AI draft to reply with meeting times.
Outreach: Three Upwork follow-ups sent via outreach templates — each send auto-logs on the bid record with timestamp.
Close loop: Won deal gets a client and project; Jordan's email history stays on the contact for account handoff to delivery.
Full agency stack: agency management software.
FAQ
Does CRM inbox replace Gmail or Outlook?
No. Your mailbox stays at Google or Microsoft. Corcava syncs mail in and lets you send from CRM for work tied to contacts, deals, and outreach.
Gmail and Microsoft 365?
Both are supported for connect, sync, and send from Corcava on connected accounts.
How fast does mail sync?
Scheduled sync runs about every 15 minutes. Use manual sync on the inbox screen when you need immediate updates.
Is this the same as email marketing?
No. CRM inbox is for 1:1 sales and follow-up email on contact records. Newsletters and campaigns use Corcava's email marketing features separately.
Keep sales email on the CRM record
Connect Gmail or Microsoft 365 and stop copying threads into notes.
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