Send 1:1 emails from inside the CRM
in progress
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Murray Sellars
Full email functionality in Business app - receive and send - with the ability to process with AI. Via Gmail or Outlook — every email, reply and attachments are auto-tracked in the CRM activity feed.
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Scott Rutherford
What about other email platforms?
Rylan Morris - Vendasta
Coming soon!
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Rylan Morris - Vendasta
Merged in a post:
Connecting CRM to email accounts to send emails directly from the CRM and to keep track of all email traffic associated with contact
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Zach DeWitt
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Will Fawcett
Hi Everyone! We are ready for Trusted Testers for the Google and Outlook integration with Vendasta. Would anyone be interested in having these features enabled?
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Murray Sellars
Will Fawcett count me in!
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Michael Cummings
Will Fawcett I am interested!
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Will Fawcett
Michael Cummings: I enabled the new features and sent over an email to you
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Will Fawcett
Murray Sellars: I enabled the new features and sent over an email to you
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Jeff Moore
Will Fawcett I am VERY interested. I have a couple of accounts that are heavy CRM users.
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Will Fawcett
Jeff Moore: I enabled the new features and sent over an email to you
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Murray Sellars
Will Fawcett - Legend!
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Ray Rogers
I would love to be a tester for Google Workspace
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Jeff Moore
Any updates or beta testers needed for this
Gabriel Tsoi
Jeff Moore: The Google & Outlook integration will be ready for trusted testers around early Feb. Are you interested in being a tester?
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Jeff Moore
Gabriel Tsoi Yes I have Multiple business App CRM companies that would benefit from this. I have at least 2 that would be great candidates for testing at higher volumes.
Gabriel Tsoi
Jeff Moore Awesome, will contact you once we are ready for trusted testers!
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Murray Sellars
Gabriel Tsoi - absolutely, ready to test this - as soon as possible
Gabriel Tsoi
marked this post as
in progress
Thanks for the request! We’re currently working on expanding email capabilities within the CRM, including the ability to send emails directly using Gmail and Outlook integrations. This enhancement will also pave the way for more advanced workflows, such as AI-assisted email processing.
A solution is planned for release in H1 2026, so stay tuned for updates as we get closer.
Appreciate the great feedback!
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Dave Hooper
Yes yes yes. Did I say yes?
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Scott Rutherford
Yes!