What is Connected Mailbox?

Connected Mailbox makes capturing sales activity effortless for Account Executives (AEs) in ShareBuilder CRM—saving time and eliminating tedious manual work.

• Once a CRM user finishes the initial setup, their work emails and calendar events will be automatically logged as sales activities in ShareBuilder CRM.
• You no longer need to take any additional steps in your mailbox to have your sent and received emails, as well as calendar events, automatically recorded in the CRM.
• Emails that you send or receive will be instantly reflected as activities and contacts in the CRM, typically within just a few seconds.
• You have the ability to manage which email folders from your mailbox are synchronized with ShareBuilder CRM.
• You have the option to completely exclude specific email addresses, such as "bill@lawfirm.com," or entire domains, like "lawfirm.com," from being synced into CRM.
• ShareBuilder CRM will automatically identify and associate new contacts with their corresponding companies.
• Any new contacts you interact with will be recognized, and most will be linked automatically. For those that cannot be matched right away, you can easily add them to CRM using the new unknown contact feature with just a single click.
• For contacts that we are unable to match automatically, they will be added to an unknown contact list for your review at your convenience.