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Team Email Merge for CRM
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morningstrategy
hand-crafted by
for the

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use this tool to merge emails from multiple Gmail accounts, link them to existing contacts, automate adding new contacts, and record notes.

Setup
setup a label in your Gmail accounts (example “CRM”) and start labeling emails you want to add to the CRM
add your Gmail account(s) () and select your label
add each team member to the table
set an interaction threshold (). This is a number of days since the last interaction email, after which your contacts and companies will turn a scary red if you haven’t emailed them or received an email from them.
go to cards to
edit new contact first and last name
link contacts to companies by choosing from the drop down (for new companies, type the name and hit enter twice)
add and edit
check out the build vid on YouTube:

Search
Mike Mulcahy
4 Emails
Last: Jan 16, 2025
Gaylor Montmasson-Clair
1 Email
Last: Jan 16, 2025
Saloni Tandon
4 Emails
Last: Mar 6, 2025
Savita Bailur
26 Emails
Last: Mar 17, 2025
Julia Appiah
2 Emails
Last: Mar 19, 2025
Matti Navellou
0 Emails
New Contact
5 Emails
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4 Emails
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0 Emails
undisclosed-recipients
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1 Email
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1 Email

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