Email Sync connects your Microsoft Outlook or Gmail inbox with Altvia, enabling email communications to be captured and synchronized with the CRM. The purpose of Email Sync is to centralize relationship activity and reduce the need for manual email logging. As emails are ingested, Email Sync creates Interaction and Interaction Message records, associates recipients with the appropriate CRM records, and can create Account and Contact records when needed. This includes communications with investors, prospects, portfolio companies, advisors, intermediaries, service providers, and other key stakeholders. By connecting your inbox to Altvia, users can maintain a more complete history of relationship activity, improve visibility into communications across the organization, and manage relationships more efficiently without constantly switching between their email platform and the CRM.
