Send, receive, and track emails linked to your CRM records
The Email page gives you a unified inbox for all your synced email accounts. Emails are automatically linked to deals, contacts, and leads, so every conversation is tracked alongside your CRM data. You can compose and send emails directly from OppLogix using OAuth (Gmail or Outlook) or SMTP.
Unified Inbox
View synced emails from all connected OAuth accounts (Gmail and Outlook) in one place. Email sync runs automatically every 5 minutes, keeping your inbox up to date without manual intervention.
Composing Emails
Write and send emails directly from OppLogix with a full rich text editor.
Automatic Email Linking
OppLogix automatically links synced emails to your CRM records based on email address matching. Emails are linked to contacts and leads by matching the sender or recipient address, and to deals through their associated contacts. Linked emails appear in the deal timeline and on contact and lead activity views.
Manual Email Linking
If an email is not automatically linked, you can manually link or unlink it to contacts and leads.
Email Templates & Merge Tags
Use email templates to speed up repetitive messages. Templates support merge tags (e.g., {{Contact.first_name}}, {{Deal.value}}) that are automatically replaced with real data when you send the email.
Email Signatures
Each user can configure a personal email signature via Profile → Email tab. Signatures are automatically inserted into new emails and replies based on your preference (new messages only, replies only, both, or none).
File Attachments
Attach files to outgoing emails from multiple sources: upload a local file, attach a file from a deal, include a quote PDF, or attach a contract Word document. The total attachment size limit is 25MB.
Frequently Asked Questions
OppLogix supports Gmail and Outlook via OAuth. You can also send emails via SMTP if you prefer not to use OAuth.
When emails are synced, OppLogix matches the sender and recipient email addresses against your contacts and leads. If a match is found, the email is linked to that record. Emails are also linked to deals through their associated contacts.
Yes, you can add multiple recipients in the To field when composing an email.
You can attach local files, deal files, quote PDFs, and contract Word documents. The total size of all attachments must be under 25MB.
Go to your Profile (click your name in the top right) and switch to the Email tab. You can compose your signature with the rich text editor and choose when it should be included.