# Email integration for CRM use **URL:** \ **Category:** Integrations\ **Tags:** integration, email-integration\ **Created:** [December 9, 2020, 5:30am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222 "2020-12-09T05:30:43Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![B\_Sp](https://avatars.discourse-cdn.com/v4/letter/b/e8c25b/32.png) [@B\_Sp](https://community.fibery.io/u/B_Sp)\ **Post date:** [December 9, 2020, 5:30am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/1 "2020-12-09T05:30:43Z")
@oshyan and I were chatting about the benefit of Fibery for CRM use: > [@November 2020 digest](https://community.fibery.io/t/november-2020-digest/1208/6): > > You switched to [Snov.io](http://Snov.io) because Fibery wasn’t working well enough for the direct sales experiments, that’s quite interesting. I am curious if it is your hope or intention to add features to Fibery such that in the future it will be able to replace such tools, or did you ultimately determine that more in-depth sales processes like email integration, etc. are beyond Fibery’s goals? I very much am counting on Fibery to have continued development of CRM functionality, so I thought it would be useful to suggest an Email integration that would serve CRM - it’s one my team is already trying to hack together via API and some workarounds because we really need it! I’d also like to say that it’s my understanding the former Vizydrop team is focused on integrations, so I’ve wondered if this might be behind the focus on so many lately. So my hope is to get this on the priority list, and perhaps see if there is support here in the community as well! I am “in the game” with Fibery for the hope of being able to manage all my work needs in one place. As you say on the “Anxiety” page, “maybe Fibery will be good in 2 years” and if you guys can get the “all-in-one” goal done by then, I will come along for that ride! So as pertains to CRM, I have never really seen any good integration with CRM & work management that solves this problem of tracking work, and leads, seamlessly in one tool. It’s a real need in the market. There are numerous integrations across apps like Salesforce/Hubspot/Pipedrive and into Jira/Asana/Wrike, etc. But these integrations don’t really combined enough detail from the respective tools. [Teamwork.com](http://Teamwork.com) even has a CRM and Project Management, but it too is poorly integrated! For example, you can’t easily create a task against a client in the CRM that can be picked up in the Project Management Suite. A bit part of CRM is the Email correspondence conducted with those leads and clients. **One solution to deal with this would be a Gsuite add in that would allow you to push email to Fibery.** The email could be tracked as a type, you could even call it “Email,” and each email exchange an Entity therein. This Type would in turn relate to contacts type with each contact an entity. If you have a client with multiple people you deal with roll this up to that client & see all email within the client company. There are a host of other ways this can be set up to provide as good a functionality as any CRM out there, but then when pulled together with other work in Fibery and the Vizydrop reporting, you get some major CRM power within the Work Management app. I think if Fibery could: 1. be visible inside Gmail so you could push Emails into Fibery, and 2. Convert Email neatly into an Entity in a dedicated Type, kind of like what is going on now with the Intercom and Discourse integrations, 3. With buttons, have the ability to compose a response Email and send it, thereby keeping the whole Email conversation visible in Fibery, Then you’d be very close to getting this functionality. This is somewhat related to this request around Email integration as well: [https://community.fibery.io/t/email-integration-email-to-item-filter-comments/761](https://community.fibery.io/t/email-integration-email-to-item-filter-comments/761) Thanks! ---
**Author:** ![Oshyan](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/oshyan/32/11431_2.png) [@Oshyan](https://community.fibery.io/u/Oshyan)\ **Post date:** [December 9, 2020, 6:13am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/2 "2020-12-09T06:13:31Z")
Yes to basically all of this! > [@B\_Sp](#): > > **One solution to deal with this would be a Gsuite add in that would allow you to push email to Fibery.** The email could be tracked as a type, you could even call it “Email,” and each email exchange an Entity therein. This Type would in turn relate to contacts type with each contact an entity. If you have a client with multiple people you deal with roll this up to that client & see all email within the client company. There are a host of other ways this can be set up to provide as good a functionality as any CRM out there, but then when pulled together with other work in Fibery and the Vizydrop reporting, you get some major CRM power within the Work Management app. ClickUp has some useful Gmail integration, and I could see it being way better and more powerful in Fibery. I’d personally like to be able to link any email to _any_ type, though I can see the benefit of having a dedicated email type in Fibery, and this also aligns with how other integrations have been handled so far. So as long as I could then create a task that links to the email entity, and in the email entity is the conversation, or a link to it, it would be OK. But ideally I’d then be able to have some indication in Gmail that a given email has a task associated with it, and if task types are a separate type from email types, this seems to be more complicated (though do-able, e.g. with a reference of sorts). For my needs Gmail would be great. But of course general CRM would probably want to integrate with other email solutions, bulk sending, etc… It may be a lot to ask. But perhaps once a public and documented API is available other companies could tackle it if interest was sufficient… ---
**Author:** ![B\_Sp](https://avatars.discourse-cdn.com/v4/letter/b/e8c25b/32.png) [@B\_Sp](https://community.fibery.io/u/B_Sp)\ **Post date:** [December 9, 2020, 6:40am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/3 "2020-12-09T06:40:02Z")
Great! As usual, great synthesis of one of my not-so-succinct requests! I agree with: > [@Oshyan](#): > > I’d personally like to be able to link any email to _any_ type, though I can see the benefit of having a dedicated email type in Fibery, and this also aligns with how other integrations have been handled so far. as what I think would happen in my suggestion is the user just creates on his/her own a dedicated type to house the Email, but you could related it to anything you wanted really, as not all use of Email is with CRM. And for sure would be great to see back in Gmail what is related within Fibery. Some of the more “pure” GSuite integrations - like Asana, Wrike, Atlassian - actually give you a right-pane integration alongside the Native GSuite stuff - so below your Calendar, Keep, Tasks, you get a “Wrike” logo. ClickUp is not there yet although on their forum it is a big request. And this may be a stretch, but some tools like Hive actually let you run your Email from inside the tool. Not sure how much work that is, but it’s very useful: > **[Hive Mail: Fully-integrated email within Hive | Hive Help](https://help.hive.com/en/articles/2731189-hive-mail-fully-integrated-email-within-hive)** > > Welcome to your new inbox That is not a terrible well-rounded app, so if those guys could pull off the integration, I’m sure Fibery could, too, if they saw the benefit. All in all a lot of work is done by teams in Email to this day, and it’s a big lofty “problem” some apps try to solve, but don’t really. We are already trying to eliminate internal mail by using Fibery Entities, and then comment strings as responses, to handle most of our Internal Email needs. It’s working OK, and is why I just requested this: > [@"Writer Mode" Pop-Out in Comments, too?](https://community.fibery.io/t/writer-mode-pop-out-in-comments-too/1223): > > Hi again, Would you guys consider adding the ability to “pop-out” the comments box when you are writing in it, the way you can in Rich Text boxes? This is an extremely useful, unique feature you have. And my team extensively uses Comments, particularly since you can freely #mention other Entities in Fibery. That does lead to longer strings of text - which I’m very glad about because you get amazing context you can’t get in other competing services. But… because comments are basically how you “respond” to an Entity that you are trying to use to replace an Email. Because otherwise you’d write a response to the Email, right? So with this going OK, we are now eager to try to handle **external** Email within Fibery, given most of our work is moving into Fibery slowly but surely! Thanks again! ---
**Author:** ![Polina\_Zenevich](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/polina_zenevich/32/480_2.png) [@Polina\_Zenevich](https://community.fibery.io/u/Polina_Zenevich)\ **Post date:** [December 9, 2020, 5:55pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/4 "2020-12-09T17:55:22Z")
Hi guys! Telling the truth, that is smth we do really want to have as well. We understand, that this is a crucial feature for all the companies, that focus on sales/hiring for example. That is smth we are lack as well, telling the truth 🧐 So we have that feature in the backlog, but don’t plan to implement it in the nearest future, as for now, we don’t focus on the areas, where this feature is a must. No promises, no ETA, but yep, we have that in plans 😉 ---
**Author:** ![Haslien](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/haslien/32/493_2.png) [@Haslien](https://community.fibery.io/u/Haslien)\ **Post date:** [December 10, 2020, 12:40pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/5 "2020-12-10T12:40:50Z")
> [@B\_Sp](#): > > I think if Fibery could: > > 1. be visible inside Gmail so you could push Emails into Fibery, and > 2. Convert Email neatly into an Entity in a dedicated Type, kind of like what is going on now with the Intercom and Discourse integrations, > 3. With buttons, have the ability to compose a response Email and send it, thereby keeping the whole Email conversation visible in Fibery, This is already possible, **in theory** , but not in practice. 1. You can create a label “To Fibery” in Gmail and use Zapier integration to copy them over, by using the “New Labeled Email in Gmail” as the trigger. 2. Right click email, add label, then max 15 mins later (_depending on your Zapier plan_) a new entity in Fibery is created. 3. Use Action button to send last comment as an Email to target. 4. Use “Find or Create entity” to possibly add replies as comments, although I don’t know if Gmail will auto-label the replies you receive. As mentioned that is only in theory because Google themselves have a whitelist of approved apps that they allow integration with, and Fibery is not on it. I am also not sure how feasible it is to use Gmail API inside buttons, or if it even is a good idea as all mails will be sent from the account connected to the API key. Even if it would be possible this way, more work than it’s worth in my opinion 🤷‍♂️ ---
**Author:** ![ebell](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/ebell/32/1293_2.png) [@ebell](https://community.fibery.io/u/ebell)\ **Post date:** [December 10, 2020, 4:13pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/6 "2020-12-10T16:13:23Z")
I agree. Can’t use Fibery as a CRM until gmail/email -\> Fibery entity issue is implemented ---
**Author:** ![B\_Sp](https://avatars.discourse-cdn.com/v4/letter/b/e8c25b/32.png) [@B\_Sp](https://community.fibery.io/u/B_Sp)\ **Post date:** [December 12, 2020, 1:42am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/7 "2020-12-12T01:42:43Z")
Yes good points! I thought about doing just that with Zapier to create an Entity in Fibery from the Email via a label, but the rest of the set up, as you suggest, starts to get problematic. Here’s to hoping this need gets up the priority list, as it would really make Fibery a CRM standout, given the rest of the capabilities of Fibery. ---
**Author:** ![Raphael\_Mizrahi](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/raphael_mizrahi/32/732_2.png) [@Raphael\_Mizrahi](https://community.fibery.io/u/Raphael_Mizrahi)\ **Post date:** [June 12, 2020, 10:18am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/8 "2020-06-12T10:18:34Z")
Hi, 1. Is there a way to send emails from Fibery and have all the exchanges appear in the Comments section, for instance? Alternatively, does each item have an “email address” so that I can forward emails to items and have them attached somewhere? This is an absolute must-have feature if I’m going to be using Fibery as a sales CRM 1. To expand on that : it would be great to be able to filter the comments section based on activity type (comment, mentions, emails, or even phone calls if you’re going to integrate with tools like Aircall or Ringover in the future). Something similar to what Pipedrive does. This is maybe less critical than 1) but would be a big help. ---
**Author:** ![chris.burchartz](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chris.burchartz/32/662_2.png) [@chris.burchartz](https://community.fibery.io/u/chris.burchartz)\ **Post date:** [June 13, 2020, 6:40pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/9 "2020-06-13T18:40:09Z")
Big +1 for your first feature request! Adding comments to an entity via email is an important feature for CRM AND for ticket related communication with external folks ---
**Author:** ![B\_Sp](https://avatars.discourse-cdn.com/v4/letter/b/e8c25b/32.png) [@B\_Sp](https://community.fibery.io/u/B_Sp)\ **Post date:** [October 28, 2020, 5:13am UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/10 "2020-10-28T05:13:05Z")
Yes specifically want to add a big vote for this. Comments going to Email is some basic functionality it would really be great to get in Fibery soon. It is a really basic need. I have just posted a separate request specifically around this that is a bit different, but around the same theme. > [@Send Comments content via Email Notification or Slack](https://community.fibery.io/t/send-comments-content-via-email-notification-or-slack/1104): > > Hi, I’d like to make the request of some obvious Notifications functionality that I truly hope will be built soon: When you get a notification that is triggered by an @mention in a comment, the actual comment comes along in the Notification. This is absolutely key for being able to communicate as a team effectively in a tool. Right now in Fibery, my team gets the regular, frequent notifications when somebody else comments, for example via Email, that just say “Team Member X commented” with a… but it is also absolutely a basic functionality to be able to respond to comments directly from Email. I can’t think of any marquee productivity app that doesn’t have this as a basic feature. Thanks! ---
**Author:** ![Dimitri\_S](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/dimitri_s/32/1683_2.png) [@Dimitri\_S](https://community.fibery.io/u/Dimitri_S)\ **Post date:** [January 19, 2022, 3:56pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/11 "2022-01-19T15:56:00Z")
@mdubakov Will there be any ability to somehow access the created email thread? It doesn’t have to be anything complicated, I’m guessing when the email is sent you get a response with some kind of ID? Looking at the [Gmail API docs](https://developers.google.com/gmail/api/reference/rest/v1/users.messages#:~:text=of%20the%20message.-,threadId,-string) this could be the `threadId`. Somehow giving us access to that ID in Fibery might allow for: - Custom scripts that track the progress of email threads (is it replied to, who replied to last, etc.) - No code option of creating a URL field that links to an email thread ---
**Author:** ![dukevannori](https://avatars.discourse-cdn.com/v4/letter/d/8c91f0/32.png) [@dukevannori](https://community.fibery.io/u/dukevannori)\ **Post date:** [July 5, 2023, 2:43pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/12 "2023-07-05T14:43:46Z")
i just want to check back in if email integration is actually doing more than just importing emails as tickets: - is there a way to send emails to a contact from within fibery (as it is in clickup for example - one of the features why we chose to go with clickup … but as of really crappy performance now looking into other directions) - is it possible to receive emails in a thread linked to an entity in fibery (i have contacts in a very simple crm setup and id like to see emails sent to and from this contact in relation to this) is this something that is build in or something that can be build with automations? thanks ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [July 5, 2023, 9:27pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/13 "2023-07-05T21:27:11Z")
> [@dukevannori](#): > > is there a way to send emails to a contact from within fibery You can send emails as an action in an automation (rule or button) > [@dukevannori](#): > > is it possible to receive emails in a thread linked to an entity in fibery (i have contacts in a very simple crm setup and id like to see emails sent to and from this contact in relation to this) You can set up auto-relations so that messages in the email integration are linked to contacts based on a matching email address. [https://the.fibery.io/@public/User\_Guide/Guide/Set-relations-automatically-aka-auto-linking-50](https://the.fibery.io/@public/User_Guide/Guide/Set-relations-automatically-aka-auto-linking-50) Matching on sender is easy, matching on recipient less so, since there can theoretically be multiple recipients. If you only expect a single recipient, you can make a formula to convert the collection to a single value, and then match on just that. ---
**Author:** ![dukevannori](https://avatars.discourse-cdn.com/v4/letter/d/8c91f0/32.png) [@dukevannori](https://community.fibery.io/u/dukevannori)\ **Post date:** [July 9, 2023, 3:11pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/14 "2023-07-09T15:11:18Z")
would that make it possible to reply to an email as well? ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [July 9, 2023, 6:10pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/15 "2023-07-09T18:10:42Z")
You can set up an automation in the Messages db that will create/send an email based on the subject/content of the original message (which is basically what a reply is 😊) ---
**Author:** ![dukevannori](https://avatars.discourse-cdn.com/v4/letter/d/8c91f0/32.png) [@dukevannori](https://community.fibery.io/u/dukevannori)\ **Post date:** [July 28, 2023, 12:41pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/16 "2023-07-28T12:41:30Z")
i will dig into this, thanks a lot ---
**Author:** ![helloitse](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/helloitse/32/498_2.png) [@helloitse](https://community.fibery.io/u/helloitse)\ **Post date:** [March 21, 2024, 4:48pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/17 "2024-03-21T16:48:49Z")
I recently created a video on how ClickUp can be used as a help desk which brought to mind how much I would love to build this template in Fibery. The current email as a button/script action solution is missing a few features that would make the experience seamless. I’d like to recommend these improvements 1. Integration with the email message type that records links the sent email and the record it was sent from OR email threads as part of the comments 2. The ability to receive messages from the same thread and have them link back to the original entity/comment thread 3. If building on top of the existing Email Sync Integration a. Email Templates with support for variables/merge fields b. A modified list view that shows rich text previews on a new line. ---
**Author:** ![interr0bangr](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/interr0bangr/32/8089_2.png) [@interr0bangr](https://community.fibery.io/u/interr0bangr)\ **Post date:** [March 21, 2024, 8:11pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/18 "2024-03-21T20:11:31Z")
I think most of those things (maybe other than 3b) can be done with the right rules/automations. It won’t be the prettiest system, but it would be more than functional. I already have something built that’s similar. My biggest issues with the current email integration is the 60 min sync. Needs to be much more frequent if not instantaneous. ---
**Author:** ![mdubakov](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mdubakov/32/10_2.png) [@mdubakov](https://community.fibery.io/u/mdubakov)\ **Post date:** [September 12, 2024, 2:11pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/19 "2024-09-12T14:11:34Z")
In today’s release sync interval reduced to 5 mins, but you should change it on your side to apply this new setting > [@Sep 12, 2024 / 🏎️ Quick Search in Views, Pin Entity Views, better Whiteboard grids, and more](https://community.fibery.io/t/sep-12-2024-quick-search-in-views-pin-entity-views-better-whiteboard-grids-and-more/6628): > > Today’s release is packed with usability improvements in many areas, including Views, Whiteboards, and Email sync. smiling_face_with_three_hearts Quick Search in Views Now you can quickly find cards in Views. Just click Search this View (or Cmd + F) and type some keywords. It works in Table, List, Timeline, Board, and Calendar Views. Search is quite basic and works for Name, ID, basic text fields and number fields. In hierarchical Table or List View it automatically expand the tree wit… ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [September 12, 2024, 4:12pm UTC](https://community.fibery.io/t/email-integration-for-crm-use/1222/20 "2024-09-12T16:12:53Z")
And threads were added recently too 😁 > [@Sep 5, 2024 / dashing\_away Updated Entity View Header & Go-to navigation, Reorder rules & buttons, Lock Whiteboard](https://community.fibery.io/t/sep-5-2024-updated-entity-view-header-go-to-navigation-reorder-rules-buttons-lock-whiteboard/6598): > > This release is dedicated to polishing and small improvements in many areas. metal Updated Entity View Header Entity View header was updated to match new Views headers released last week. Multiple Entity Views switcher is more visible, panel navigation is moved to the right, and you can jump to space fron any entity with a single click. dash Go-to navigation from Entity View We’ve added a Go-to navigation on Entity View (find \>\> icon in the top right corner). You can quickly jump… [Next page](https://community.fibery.io/t/email-integration-for-crm-use/1222.md?page=2)