Integrate your Email & calendar

Linking your email provider (Google Gmail or Microsoft Outlook) and calendar to Dalil AI enables automatic synchronisation of messages, appointments, and scheduling data with your CRM.

Once connected, Dalil AI imports conversations and calendar interactions and links them to the correct People and Company records.

This ensures your CRM reflects real communication activity without requiring manual data entry.

Email and calendar integration helps Dalil AI maintain an accurate sales database, improve collaboration across your team, and give AI models more context to generate insights.

How to connect Email and Calendar

You can start the integration process in two different ways.

From the Getting Started page

1. Open the Getting Started page
2. Click Sync next to Email / Calendar

From Core Integrations in Settings

1. Go to the top-left menu
2. Select Workspace Name → Account Settings → Core Integrations
3. Click Add Email
4. Select your provider:
   • Google (Gmail or Google Workspace)
   • Microsoft (Outlook or Office 365)
5. Follow the authentication steps provided by Google or Microsoft

Once authentication is complete, Dalil AI will begin importing your emails and calendar events automatically.

What Dalil AI does after synchronisation

After your email and calendar are connected, Dalil AI automatically transforms communication data into CRM records.

Automatic contact creation

Dalil AI can create CRM records based on email addresses.

People records

The name is generated from the first part of the email address.

Example: john@acme.com → Person: John

Company records

The company is generated from the email domain.

Example: john@acme.com → Company: Acme

If the email comes from a personal provider such as gmail.com or outlook.com, Dalil AI creates a Person record without attaching a company.

This automation allows Dalil to build and maintain your CRM database automatically as conversations happen.

Visibility settings for Email and Calendar

Dalil AI allows teams to control how much information from emails and meetings is visible across the organisation.

Email visibility options

Everything Subject, email body, and attachments are visible.

Subject and metadata Subject line, participants, and timestamps are visible.

Metadata only Only participants and timestamps are visible.

Calendar visibility options

Everything Full meeting details are visible.

Metadata only Only meeting participants and event dates are visible.

These settings allow teams to balance transparency and privacy depending on internal policies.

Contact auto-creation settings

Dalil AI also allows you to configure automatic CRM contact creation.

You can enable contact creation for people you:

• Send emails to
• Receive emails from
• Meet in calendar events

Available options include:

• Sent and Received emails
• Sent emails only
• Disabled

You can also enable or disable automatic contact creation from calendar meetings.

This ensures that every meaningful interaction can automatically become part of your CRM.

Troubleshooting: reconnecting your account

Sometimes Google or Microsoft may temporarily disconnect integrations for security reasons.

If this happens, Dalil will display a "Sync failed" tag.

To reconnect your account:

1. Click the three dots next to your email integration
2. Select Reconnect
3. Re-authenticate with your provider

Once authentication is completed, email and calendar syncing will resume immediately.

Key outcome

When Email and Calendar integration is enabled, Dalil AI automatically turns emails and meetings into structured CRM data.

Your team gains a complete history of communication with prospects and customers, while Dalil's AI can analyse interactions to generate insights, signals, and next-best actions.