CRM Email & Calendar Sync For Gmail, Outlook, and more

Bring emails, meetings, and next steps into one place

Send and receive emails without leaving Nutshell

Connect Gmail or Office 365 and keep email flowing between your inbox and Nutshell.

Reps can send emails from the CRM, keep conversations organized on timelines, and reduce the tab switching that slows follow-up down.

If your team uses another email provider, Nutshell can still help you send from the CRM and keep customer communication organized.

Work from Gmail or Outlook with CRM context built in

For teams that live in the inbox, Nutshell brings CRM context into Gmail and Outlook.

The Chrome and Outlook extensions let reps view contact details, create tasks, and check scheduled activities without breaking their workflow.

It’s a simpler way to keep selling from the tools your team already uses.

Automatically log conversations and meetings to the right records

Nutshell connects emails, meetings, and follow-ups to the people and deals they belong to, so your team always has the full story.

• Calendar invitations from Google or Office 365 can appear as scheduled activities in Nutshell
• Attendees can be linked automatically
• New People can be created when you want that extra automation

Less manual logging means cleaner records and better context for every rep.

Sync your calendar the way your team works

Choose the setup that fits your process.

With your Google or Office 365 Calendar, you can:

• Keep sync one-way or turn on two-way sync
• Decide which activities sync
• Control whether imported participants become new People

And if your team uses Nutshell Scheduler, a connected calendar helps keep availability accurate and cuts down on scheduling back-and-forth.

Keep your team aligned without oversharing

Nutshell is built for collaboration, but you stay in control of visibility.

Teams can:

• Choose whether synced emails are shared manually or automatically
• Keep messages private by default
• Block sensitive addresses
• Exclude internal domains so one-to-one internal emails stay out of the CRM

That gives everyone the context they need without exposing every conversation.

See engagement and follow up with better timing

Nutshell helps reps do more than store email.

Track opens and clicks on emails sent from Nutshell, view message history on contact timelines, and give every follow-up more context.

When your team knows what was sent, what got attention, and what meeting is next, it’s easier to move deals forward.

Get connected fast and keep adoption easy

Email and calendar sync in Nutshell is designed to be easy to turn on, not a complicated IT project.

Gmail and Office 365 connect through a guided setup process, most teams are fully operational within an hour, and free live chat and email support are available if you need help.

CRM email and calendar sync FAQs

• 1. What is CRM email and calendar integration?

CRM email and calendar integration is the connection between your customer relationship management (CRM) software and your email client, typically Google or Office 365.

With this connection, users can monitor email communication and schedule appointments directly from their CRM. There’s no need for users to switch between their email application and CRM system because every action taken within one or the other is synchronized and appears in both.

• 2. Does Nutshell offer CRM email integration with Google, Microsoft Office 365, and other email and calendar providers?

Yes. Nutshell users can easily integrate with their Google or Office 365 email and calendar providers to sync emails and calendar events. It’s also possible to synchronize Nutshell with other email and calendar platforms by providing the SMTP hostname, port type, and port number associated with your email server.

• 3. How do I set up CRM email and calendar sync in Nutshell?

Syncing your Nutshell CRM platform with your email and calendar service is easy when you follow these quick steps:

1. Ensure the email address for the account you want to sync is listed in your Nutshell profile—Only one email address is permitted per account, but you can connect up to five via SMTP.
2. Next, go to “Your settings” > ”Email send” and click on the “Set up email with Nutshell” button.
3. Choose your email provider—Google, Office 365, or another—and follow the instructions to connect your email with Nutshell.
4. Then, navigate to “Your settings” > “Sync email,” toggle the email sync switch next to your email address to “ON,” and follow the prompts to complete email synchronization.
5. Head over to “Your settings” > “Calendar,” click the “Enable” button next to your email address, and select the activity types you’d like to sync—all, important, or none.

You can also configure email and calendar sync settings further, such as allowing two-way sync or automatically sharing emails with your team.

• 4. Can I control which emails sync to Nutshell, and what privacy controls are available?

Yes. You can block specific email addresses company-wide or create personal blocklists to prevent sensitive emails (HR, payroll, legal) from syncing. For Gmail users, sync only labeled emails by creating filters. You also control team visibility—choose to share emails manually or automatically. Nutshell automatically excludes internal company emails by default.

• 5. What are the main productivity benefits of syncing email and calendar with my CRM?

Email and calendar sync eliminates tool-switching, saving your team significant time daily. You get automatic email logging to contacts and deals, real-time meeting tracking, and email open/click visibility—all without leaving Nutshell. Teams report better customer context, faster follow-ups, and improved deal management when everything’s centralized in one place.

• 6. How quickly can I set up email and calendar sync, and get my team started?

Nutshell’s email and calendar sync setup takes just minutes—no complex configuration needed. You’ll connect your Gmail or Office 365 account through a simple wizard, and sync starts automatically. Most teams are fully operational within an hour, with no IT involvement required.

CRM features that boost your sales effectiveness

Sales automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Calls & meetings

One-click calling, AI call summaries, AI next steps, and easy scheduling.

Email automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM.

Artificial intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Meeting scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Proposals & Invoices

Quickly create, send, track, and get signatures on custom quotes, invoices, and contracts directly from Nutshell.

Team collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

AI agents

Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.

Contact management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Lead generation

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Customer support

Connect with our world-class support team to get fast, friendly, and free support when needed.