Connecting your Google or Outlook account to Introzy does three things:

Without the integration, Introzy still sends referral connection emails — but they come from [email protected] on your behalf, and you have no automatic email or calendar sync.

The integration connects through a secure OAuth flow powered by Nylas, a third-party email and calendar API provider.

📋 Prerequisites:

⚠️ Important: You can only connect one email provider at a time — either Google or Outlook, not both. If you need to switch providers, you must disconnect the current one first.

Go to Settings > Integrations in the left sidebar. The sidebar item is labeled "Integrations" under the Settings expandable group.

The Integrations page is organized into sections: Communication, Payments, Accounting, CRM, and Automation + Webhooks. The Email & Calendar card is the first card on the page, under the Communication section.

Before connecting, the card displays:

Click the button for your email provider. Introzy redirects you to your provider's login page in the same browser tab:

💡 Tip: The Google and Microsoft login pages mention Nylas — this is the third-party service Introzy uses to securely sync your email. You may see links to Nylas's privacy policy and terms of service on Google's consent screen.

After signing in, your email provider asks you to approve specific permissions:

Google permissions requested:

Outlook permissions requested:

⚠️ About the "send mail" permission: Outlook explicitly lists a "send mail on your behalf" permission. This is used when Introzy sends referral connection emails from your address (see "Sending Referral Emails from Your Own Address" below). Google handles sending differently and does not list this as a separate permission, but both providers support sending referral emails from your connected address.

After granting permissions, you are redirected back to the Integrations page. The Email & Calendar card now shows:

The connected card displays the following details:

💡 Tip: Once connected, the "Connect Google" and "Connect Outlook" buttons are removed from the card. The only available action is the "Disconnect" button.

Synced emails appear in the Recent Activity timeline on three types of records:

Synced email entries are identified by:

Click on a synced email entry in the timeline. A modal dialog opens displaying:

The Recent Activity timeline is a single chronological feed that mixes all activity types. You may see:

If a contact has no activity, the section displays "No activity found."

To see more entries, click "View More" to expand the list from the default 5 entries to the full history.

In addition to emails, the integration syncs calendar events from your connected Google or Outlook calendar. Meetings, calls, demos, and other events that involve your contacts appear in the same Recent Activity timeline — giving you a complete communication history that shows not just what you discussed over email, but when you actually met.

The integration syncs events from your primary calendar, covering a rolling window of recent and upcoming events:

Calendar events are linked to contacts based on the attendee email addresses on the event (case-insensitive matching). If a calendar event includes an attendee whose email address matches a contact in Introzy, that event appears on the contact's timeline. Events with multiple attendees who match Introzy contacts will appear on each of those contacts' timelines.

⚠️ Note: Only attendee email addresses are matched. If a contact is mentioned in the event description or title but is not listed as an attendee, the event will not appear on their timeline.

Synced calendar events appear in the Recent Activity timeline alongside emails and other activity. They are visually distinct from emails:

Click on a calendar event entry in the timeline. A detail modal opens displaying:

Having calendar events alongside emails on a contact's timeline means you can quickly answer questions like:

💡 Tip: Calendar sync happens automatically once you connect — there's no separate toggle to enable it. Both email and calendar sync are bundled into a single connection, and both use read-only access to your calendar.

This is one of the biggest reasons to connect your email account. When you create a referral in Introzy and send a connection email, the integration changes who the email comes from.

Introzy sends the referral connection email from [email protected]. The recipient sees an introduction from Introzy on your behalf — not directly from you. Introzy uses its transactional email service to deliver the message.

Introzy sends that same referral connection email from your actual email address — the one you connected via Google or Outlook. The recipient sees the introduction coming directly from you (e.g., [email protected]), exactly as if you had sent it yourself. This works with both Google and Outlook accounts.

The UI does not indicate whether the email will come from your connected address or from Introzy — the routing happens automatically on the backend. If your Email & Calendar integration is connected, the email is sent from your address via Nylas. If not, it is sent from [email protected] via Introzy's transactional email service.

Who receives the email:

💡 Tip: When the email is sent via your connected account (Nylas), it appears in your email provider's Sent folder automatically — you don't need a BCC copy. When sent via Introzy's system ([email protected]), you receive a BCC copy so you have a record of the introduction.

💡 Tip: If your contacts are more likely to open and respond to an email from you personally than from an Introzy system address, connecting your email account is worth it for this feature alone — even before considering the email sync benefits.

Introzy also provides a BCC logging feature that works independently of the Email & Calendar integration — you do not need to connect Google or Outlook to use it.

Every contact, company, and deal record has a unique BCC email address. When you send an email from any email client, add this BCC address to automatically log that email to the record's timeline.

BCC address formats:

💡 Tip: BCC logging and the Email & Calendar integration are two separate features. BCC logging captures only the specific emails where you include the BCC address. The Email & Calendar integration automatically syncs emails based on matching email addresses — no manual BCC step required.

⚠️ Before you disconnect: Disconnecting is immediate — there is no confirmation dialog. Clicking the button triggers the disconnect right away. After disconnecting:

The Email & Calendar card can display four connection states:

When your OAuth grant expires, Introzy shows an orange "Needs Reauth" badge with a warning message: "Your email connection needs to be refreshed." Re-authorizing returns the status to "Active" and triggers a fresh sync.

⚠️ Note: The card does not silently revert to "Not Connected" when a connection breaks — you will see the orange or red status badge so you know something needs attention.

Possible reasons:

Possible reasons:

This is a known display issue with certain HTML-formatted emails. Emails that contain embedded <style> blocks (such as richly formatted emails) may render the CSS source code as visible text, requiring you to scroll past it to see the actual message body. Plain text emails display correctly. A fix is planned for an upcoming release.

This button is a placeholder from the design mockups and is intentionally non-functional at this time. It may be enabled in a future update. To log email activity to a contact's timeline, use the Email & Calendar integration for automatic syncing, or the BCC logging feature for manual email logging.

Can I connect both Google and Outlook at the same time? No. Introzy supports only one email provider at a time. Once you connect Google, the "Connect Outlook" button is removed (and vice versa). To switch providers, disconnect the current one first.

Can I send emails from within Introzy? Introzy does not have a general-purpose email compose feature — you cannot draft and send arbitrary emails to anyone from the app. However, when you create a referral, you can check the "Send introduction email" checkbox on Step 4 (Review & Create) to send a connection email that introduces the parties. If your Email & Calendar integration is connected, that email is delivered from your own email address and appears in your Sent folder. If the integration is not connected, the same email is sent from [email protected] on your behalf.

Can I choose which emails or calendar events sync, or set a date range? Not currently. There are no settings to filter which emails sync, choose a sync date range, select specific calendars, or exclude certain senders or events. Both email and calendar sync automatically with no configuration options after connection.

Can I filter the activity timeline to show only emails or only calendar events? No. The Recent Activity timeline on contact, company, and deal records is a single chronological feed that mixes all activity types (synced emails, synced calendar events, field changes, pipeline stage changes, etc.). There is no filter to isolate a specific activity type.

Does the integration sync calendar events? Yes. The integration syncs both email and calendar events automatically. Calendar events from the last 30 days and next 30 days are pulled into the Recent Activity timeline on contact profiles, linked based on attendee email addresses. There's no separate toggle — calendar sync is included automatically when you connect your Google or Outlook account.

Can I sync only email without calendar, or only calendar without email? No. Email and calendar are bundled into a single integration. When you connect your Google or Outlook account, both are synced together. There is no way to enable one without the other.

Which calendar does it sync from? The integration syncs from the primary calendar associated with the email account you connected. Events from secondary calendars, shared calendars, or other calendars on your account are not included.

Does it show upcoming meetings, or only past ones? Both. The integration syncs events from the last 30 days and the next 30 days. Upcoming events display a blue "Upcoming" badge on the timeline. This is useful for preparing before a call or checking whether you already have a meeting scheduled with a contact.

What happens if a meeting is cancelled or rescheduled? If an event is rescheduled in your Google or Outlook calendar, the synced entry in Introzy updates automatically to reflect the new time. If an event is cancelled or deleted, it is removed entirely from the contact's timeline — it does not remain with a "cancelled" status.

Can I delete or hide a synced email from a contact's timeline? No. There is no delete, archive, or hide option on individual synced email entries in the activity timeline.

Can I see when emails were last synced or how many were synced? The connected integration card displays a "Last Synced" timestamp (e.g., 2/11/2026, 4:41:29 PM). However, there is no count of synced emails, no sync log, and no way to manually trigger a re-sync.

Is this integration available on all plans? Yes. The Email & Calendar integration is available to all Introzy users regardless of plan. There are no plan-level restrictions, feature flags, or upgrade prompts.

What is Nylas? Why does the Google/Microsoft login mention it? Nylas is the third-party email and calendar API service that Introzy uses to securely connect to your email provider. When you authorize the connection through Google or Microsoft, you are granting Nylas permission to access your email on behalf of Introzy. Links to Nylas's privacy policy and terms of service are shown on Google's consent screen.

What's the difference between BCC logging and the Email & Calendar integration? They serve different purposes and work independently. The Email & Calendar integration does three things: it automatically syncs your email inbox to contact timelines, it syncs your calendar events to those same timelines, and it makes referral connection emails come from your personal address. BCC logging does one thing: when you manually add a record's unique BCC address to an email you send, that email is logged to that specific record's timeline. BCC logging cannot capture calendar events and does not affect how referral emails are sent. You can use both features simultaneously.

Does connecting my email change how referral emails are sent? Yes — this is one of the main reasons to connect. Without the integration, referral connection emails are sent from [email protected]. With the integration connected, referral connection emails are sent from your actual email address. The recipient sees the introduction coming directly from you, not from Introzy. The email also appears in your Sent folder. This applies to both Google and Outlook connections.

Why does Outlook ask for "send mail on your behalf" but Google doesn't? Google and Microsoft surface their permissions differently during the sign-in process. Both providers support sending referral connection emails from your address once connected — the Outlook consent screen just lists the send permission more explicitly. This permission is only used for referral introduction emails, not for sending arbitrary emails on your behalf.

My referral email was sent from [email protected] — how do I fix this? This means your Email & Calendar integration is not connected. Go to Settings > Integrations in the left sidebar and click "Connect Google" or "Connect Outlook" on the Email & Calendar card. Once your account is connected, future referral connection emails will be sent from your personal email address instead of [email protected].