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