Sync Gmail or Microsoft 365 to centralize your communication timeline

Email and calendar integration is the foundation of Dalil’s connected workspace. With just a few clicks, you can connect your Gmail or Outlook account and start pulling in relevant interactions across your contacts and companies.

What you can do:

• Automatically link sent and received emails to People and Companies

• Enrich records with email signatures (title, phone, job role)

• (Coming soon) Sync your calendar to show upcoming meetings on each record

• Perform full-text search on emails across your synced history
  
  
  

Why it matters:

• Your team gains complete visibility over client interactions

• You avoid duplication by linking past conversations automatically

• Meeting data and email tone can influence AI scoring and Signals
  
  

Tips:

• Connect your account early to capture past communications

• Use filters in Inbox to focus on high-priority conversations
  
  

Forward external threads to Dalil manually if needed.