📬 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. Here’s how it works:

✅ What You Can Do with Email in Client Hub

• 📤 Share Emails with Your Team

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

  Emails from known client users are automatically shared with their associated workspace.

• 📝 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.

💡 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.