CRM With Gmail and Outlook Inbox Linked to Contacts and Deals
Lumenbase links your Gmail or Outlook inbox to contacts and deals. A sales inbox with thread linking, statuses, two-way calendar sync, and LinkedIn messages in one place.
Most reps live in their inbox and copy the important bits into the CRM later. Half of it never makes it. Then the deal record is missing context.
Lumenbase pulls the inbox into the CRM. Your email links to the right contact and deal automatically.
The unified inbox
Lumenbase has a Communication page at `/communication`. It's a sales-focused inbox that connects to Gmail or Outlook/365.
It gives you:
So one place holds email, calendar, and LinkedIn for each contact.
- Threads linked to the matching CRM records
- Statuses: needs reply, waiting, snoozed, done
- Compose and send from inside the CRM
- Calendar import and meeting creation, with provider-specific sync settings
- LinkedIn messages, through the browser extension
Email linked to contacts and deals
When email syncs, it lands on the contact's timeline. If that contact is on a deal, the thread shows up against the deal too. You open a record and see the full conversation history without digging through your inbox.
What you connect
The Communication inbox needs a plan that includes Gmail & Calendar Sync. Each person connects their own mailbox in Settings > Personal > My integrations. Choose:
Gmail can sync calendars both ways or send Lumenbase meetings to Google only, and lets you select calendars. Microsoft 365 supports work or school accounts and the default calendar only. It imports Outlook events and adds meetings created in Lumenbase to Outlook; inbound calendar sync runs while the app is open or when you choose Sync now.
- Google Workspace (personal integration), or
- Outlook / Microsoft 365
Why it helps the day to day
You stop switching between inbox and CRM to keep them matched. Reply from the Communication page, and it logs itself. The deal record stays current because the email lives there too.
Who this is for
Revenue operators at $2M to $30M ARR companies who run sales out of their inbox and want it tied to the pipeline. Teams on Gmail or Outlook that hate double entry.
Frequently asked questions
Does Lumenbase sync with Gmail and Outlook?
Yes. Connect Google Workspace or a Microsoft 365 work or school account for email and calendar sync. Calendar selection, directions and scheduling differ by provider; see the email integration guide.
Does email link to the right contact and deal?
Yes. Threads attach to the matching CRM records, so they show on contact and deal timelines.
Can I send email from inside the CRM?
Yes. Compose and send from the Communication page, and it logs to the record.
Does it handle LinkedIn messages too?
Yeah. LinkedIn messages come in through the browser extension and sit in the same inbox.
Was this article helpful?