Email integration for CRM use

[Oshyan]

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…