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.