Outlook mail, beside the deal it belongs to.
IMAP in, SMTP out, ninety days of correspondence matched to the contact by address.
Settings · Accounts · IMAP/SMTP
mia@meridian.coConnectedsales@meridian.coConnected1Connect a mailbox- FoldersInbox · SentWindowLast 90 daysCheckedAbout once a minuteWritten backNothing2Spodus reads
Bruno FeltrinCorrespondence · Summit Outfitters
Re: 150 seats, signed order formMia Lund · mia@meridian.co9:41Renewal quote attachedMia Lund · mia@meridian.coMon3It lands on the record
What Outlook gives you.
Correspondence on the record
Mail is matched to contacts, companies and deals by email address, threaded, and shown beside the invoices and tickets for the same customer.
Reply from the record
The composer sends over SMTP from the address you connected, and the message joins the thread once your Sent folder is read back.
Visibility you set yourself
Whole messages, subject lines only, or just who wrote and when. The person who connects the mailbox chooses, and subject lines only is the default.
The specifics.
Every number here came out of the product rather than a roadmap.
- What kind of connection
- IMAP for reading and SMTP for sending, using the servers, ports and credentials Microsoft publishes for your account. Spodus has no Microsoft sign-in for mail and does not use Microsoft Graph to read it.
- Whether your account qualifies
- That is set by Microsoft and by your own administrator, not by Spodus. Basic authentication over IMAP and SMTP has been withdrawn from some Microsoft 365 tenants, and where it is off, this connection cannot be made.
- How far back
- Ninety days. Mail older than that is never fetched.
- Which folders
- Inbox and Sent to begin with. Other folders can be switched on one at a time.
- How often it checks
- About once a minute.
- What gets stored
- The message, and the name, type and size of each attachment. Attachment bytes are never fetched and never stored.
- How mail reaches a record
- By email address, on contacts, companies and deals. Other objects have no correspondence tab, and up to 200 messages show against one record.
- Whose mailbox
- Each person connects their own, and the credentials are encrypted. The workspace owner can see every connected mailbox's messages.
- What Spodus writes to your mailbox
- Nothing at all. No flags, no read marks, nothing filed or moved. Delete a message in Outlook and it leaves Spodus at the next check.
Switching it on.
In this order. Nothing here needs us.
- Check that IMAP and SMTP are permitted on your account. On a work account that is your administrator's decision, and on some Microsoft 365 tenants it is switched off.
- In Spodus, open Settings, then Accounts, and choose Connect via IMAP/SMTP.
- Give it your address and the credentials Microsoft issues for a mail client, with the servers it publishes for your account.
- Choose what colleagues see, then let the first ninety days sync in.
The parts of Outlook this does not touch.
- It is not built on Microsoft Graph and it is not a Sign in with Microsoft flow, so it reaches one mailbox over IMAP and SMTP and nothing else in the account.
- Your Outlook contacts are not imported, and no contact is created automatically from an incoming message.
- Calendar is a separate connection and is not part of this one.
- Mail older than ninety days is never fetched and attachment files are never stored.
- And the honest one: if your organisation has turned off basic authentication for these protocols, which many Microsoft 365 tenants have, there is no other route in and Spodus cannot connect the mailbox at all.
The rest of the list.
It is a short one, and every page says what its connection does not do.
- Automation
Webhooks
Give a workflow its own URL so your systems can start work in Spodus, and let a workflow call yours back.
- Migration
CSV import
Bring contacts, companies, deals and tasks in from a spreadsheet, with seven vendor presets and a duplicate check.
- Email
Gmail
Connect a Gmail mailbox over IMAP and SMTP so mail with a contact shows on their record, and reply from there.
Two ways
to start
Start fresh today, or bring the clients, deals and history you already have.
Start fresh
Free for up to three people.
You get every product: CRM, invoicing, support, team, chat and Spodus AI, which asks before it changes anything. Upgrade when your team grows.
Start for freeBring your data
Bring your data from the tool you use now.
Your deals arrive with their stages, owners and dates. Connect your work email, and each client's emails land on their record. On a paid plan, we'll move it all for you, free.
Your mailbox, on the record.
Start today, or bring your own data to a demo and see it there.
Questions, answered
No. The mail connection is IMAP and SMTP with credentials you supply. Spodus does not read mail through Microsoft Graph, so there is no Microsoft consent screen for it and no permissions to approve in your tenant.
No, and we would rather say so plainly than have you find out after signing up. IMAP and SMTP are the only routes Spodus has to a mailbox. If your administrator has closed them, the correspondence tab stays empty and the rest of Spodus works exactly as it does for anyone else.
Contacts, companies and deals. Mail is matched by email address, so a message reaches a record when one of its addresses is on that record. Tasks, invoices, tickets and the rest have no correspondence tab.
Only to the level you set when you connect it: whole messages, subject lines only, or just who wrote and when. Subject lines only is the default. The workspace owner sees everything, which is worth knowing before connecting a personal address.
No. Calendar is a separate connection with its own set-up: Microsoft 365 by sign-in, read-only. Connecting a mailbox brings mail and nothing else.