How it works

Connect your account

• Go to Account Settings → Core Integrations.

• Click Add under Email or Calendar and select Google or Microsoft.

• Complete the secure OAuth flow - your account is linked in under 60 seconds.

What happens once your account is connected

• Back-fill: Dalil immediately imports up to 12 months of non-private email* and calendar data.

• Auto-match: Contacts become People; domains create or attach to Companies.

• Timeline: Every synced email or meeting appears in the Activity tab of the correct record.

• Enrichment: Fields like City, Job Title, and Last contacted update automatically.

• Privacy: Only you can read email bodies and attachments; teammates see sender/recipient and timestamp until you explicitly share.

*For some Outlook/Exchange tenants the historical window is limited to 180 days due to admin policy.

Tips

• Connect both email and calendar for the most complete activity tracking

•  Review synced data weekly to ensure accurate record matching 

• Use the upcoming granular sharing controls to selectively share important emails with your team 

• Disconnect and reconnect if you notice syncing issues to refresh the connection

FAQ

Q: Why should I sync my email and calendar? 

A: So that emails and meetings related to your records automatically show up in your activity timeline in Dalil.

Q: Will my emails be visible to my teammates? 

A: No. By default, only you can see your synced email content. Your team might see that an email happened, but not the content.

Q: Can I remove my email sync if I change my mind? 

A: Yes. Go to Settings > Email & Calendar and disconnect your account at any time.