📬 How Email Integration Works in Client Hub

Manage client communication and take action — without ever leaving your workflow.

Client Hub's email integration connects directly with your Gmail or Microsoft 365 inbox to help you work more efficiently. Once connected, you can view, organize, and act on emails right inside Client Hub.

🔗 How Emails Connect to Client Workspaces

Client Hub automatically links incoming and outgoing emails to the correct client so your team always has the full conversation history in one place.

🧩 How Client Hub Matches Emails to the Right Client

Client Hub identifies the correct client workspace using the following:

Known Client Users added to the workspace
Contacts listed under that client’s workspace
Manually linked emails, when a message doesn’t match an existing Client User or Contact

If the email sender matches any Client User or Contact under a workspace, the message is automatically added to that client’s Internal Workspace. When no match exists, you can manually link the email to ensure it appears in the correct place.

🤝 Automatic Workspace Linking

Emails from known client users or contacts are automatically shared in their associated workspace, giving your team instant visibility into the conversation.

📝 Manual Linking (When Needed)

If an email comes from a new or unrecognized address, you can manually link it to a client workspace so the message becomes part of the correct communication history.

✅ What You Can Do with Email in Client Hub

Automatically or manually add client-related emails to an Internal Workspace, giving your team full visibility into the conversation history.

📝 Create Jobs from Emails

Turn any email into a job for you or your team. The job will contain a direct link to the original email thread, keeping context intact.

📌 Pin Emails

Mark emails that require a response or follow-up. You can also tag teammates on pinned items to assign responsibility or collaborate on next steps.

🧠 Summarize Threads

Use AI to summarize long email threads into key takeaways, action items, and highlights — saving time and cutting through the noise.

✨ Magic Replies

Draft thoughtful responses instantly using AI-powered suggestions — just review, edit (if needed), and send.

🔁 How Client Hub Syncs with Your Email Provider

Client Hub maintains two-way sync for key actions:

✅ Mark as Done in Client Hub

→ The email is archived in your Gmail or Microsoft 365 inbox.

🗑️ Move to Trash in Client Hub

→ The email is deleted from your Gmail or Microsoft 365 account.

💬 If an email is deleted outside of Client Hub (for example, directly from your Gmail or Microsoft 365 inbox), it will not be deleted from Client Hub’s Inbox. This ensures your workspace always retains a complete record of communication, even if messages are removed elsewhere.

📆 Sync Timeframe

When you first connect your email account, Client Hub automatically syncs up to 7 days of past emails from your Gmail or Microsoft 365 inbox.

💡 Why It Matters

This integration streamlines your workflow, reduces inbox clutter, and ensures your team is always in the loop — no more copying, pasting, or forwarding emails.