How Does RelationLens Find Contacts?

A nightly read of message headers, calendar invitations and saved contacts in each connected mailbox. No mail is stored.

Five Stages From Mailbox to CRM Record

  1. Connect: the employee grants access to their own mailbox
  2. Collect: a nightly read of headers, calendar invitations and saved contacts, with no mail stored
  3. Review: a private list, visible to one person only, delivered by a weekly digest
  4. Enrich: released records only are matched against your data services
  5. Deliver: written to your CRM, deduplicated by email

Who Counts as a Contact

External people an employee corresponds with or meets. Internal mail and sensitive categories are excluded before anything is read.

See RelationLens.