Your Gmail or Outlook, inside the client record.
Connect your Gmail or Outlook mailbox and your client email reads into the CRM: history matched to the right people, new mail as it arrives, and your one-to-one email sends from your own address.
Years of client email history. Locked in Gmail or Outlook. Invisible to the CRM.
Every buyers agent has an inbox full of client conversations, property discussions, offer negotiations, settlement correspondence. That history is valuable. But it’s trapped in the inbox, disconnected from the client record, unsearchable by property or deal stage, and invisible to anyone else on the team.
Closing that gap is what BA Email Integration does.
Past email, linked to the right client.
Historical email is matched to existing client records by email address, so years of conversation appear in the client timeline without manual filing.
- Historical Gmail or Outlook mail matched to the right client by email address, with no manual filing
- New email captured as it arrives, retiring the BCC and manual-forwarding habit
- Google asks for two permissions on its consent screen: read your mail and send as you, and nothing else
- Microsoft asks for the same two, plus your account name and a token that keeps the connection alive
Where the synced mailbox fits.
Email, client profiles and the CRM read from one synced history. Sequencing and compliance are planned to join it and are not built yet.
Email Integration
Email
Synced mail uses the same email engine and client linking as mail sent from here.
Client Profiles
Past and new email attaches to the client record by their email address.
BA CRM
Email history feeds the client timeline in the CRM.
Email Sequencing
Planned alongside this - sequencing is on the roadmap, not built.
BA Compliance
Planned: synced history feeding the compliance audit trail. Not built yet.
The glue this retires.
Agents wire brittle glue together to get email into a CRM. With your Gmail or Outlook mailbox in the CRM, none of it is needed.
One platform does it all
Everything those tools did, in one place.
- Automatic capture
- No zap to maintain
- History on the client record
Connect Gmail or Outlook. Your client email files itself.
Email Integration is part of BA Communications. Connect your Gmail or Outlook mailbox from Settings, choose how far back to bring in, and every message lands on the right client.