Go to Settings › Email & calendar and choose Connect Gmail / Google Workspace or Connect Outlook / Microsoft 365, then sign in and allow access.
What syncs
- Emails with people in your CRM appear on their contact, organization and open deal. Emails with anyone else stay out.
- Emails you send from ZyfrHub go from your own mailbox and appear in your Sent folder.
- Meetings and calls you schedule in ZyfrHub go on your calendar. Meetings in your calendar with known contacts become activities.
- Your mailbox is private unless you choose to share it with your team.
If it stops syncing
Open ? › System check. The most common cause is that access expired, often after a password change. Click Reconnect; nothing is lost and it catches up automatically.
Activities calendar
Activities › Calendar shows calls, meetings, tasks and deadlines by day or week, for you, everyone, or one teammate.
- Click a time to schedule something there.
- Drag an activity to another time or day to move it (meetings with invitations update the calendar invite too).
- Deadlines, and anything before 6am or after 9pm, sit at the top of the day.
- A red line marks the current time.