Connected communications lets emails and chat messages appear automatically on your lead and deal timelines — without any manual logging. This page explains how it works, how messages get onto timelines, and how automatic entries relate to activities you log by hand.
This guide shows you how to send an email reply directly from a lead or deal in the CRM. Raytio delivers the message via email on your behalf — you do not need to open your email client.
This guide shows you how to log an email on a lead or deal timeline using BCC capture. After following these steps, the email will appear automatically on the record — no manual logging required.
The XRM module includes a subsystem for managing inbound email routing and filtering. Four configuration areas work together to define how incoming email is handled: domain-level rules filter by sender domain, email address configuration defines recipient behaviour, email-level rules filter by sender address, and quarantine records hold messages flagged for review.
The prmpartycontact_points view stores the ways a party can be reached — phone numbers, email addresses, and URLs. Rather than having separate fields for each contact type, the PRM model uses a single flexible structure that supports multiple contact methods per party.
When Creating a Raytio account, it is highly recommended that you use an email that doesn't identify you personally.
You can share an access application link with someone else in multiple ways: