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Emails and Calendars

Emails and Calendars

Emails and Calendars
In this article

View and manage email conversations within your CRM records.

Note: To connect your email accounts and configure sync settings, visit Email & Calendar Setup.

How Email Integration Works

Twenty automatically links emails from your connected mailboxes to the relevant CRM records, keeping all communication history in one place.

Where to Find Emails

Email conversations appear in three main objects:

  • People: View all emails exchanged with a specific contact
  • Companies: See all emails related to a company and its employees
  • Opportunities: Access email threads related to the company linked to this opportunity. Email threads from individual people on the opportunity are not shown yet.

Viewing Email Threads

  1. Navigate to a Record: Go to any Person, Company, or Opportunity record
  2. Select the Emails Tab: Click on the Emails tab to view synced emails
  3. Open an Email Thread: Click on any email to open and read the full conversation
  4. Browse History: Scroll through the complete email history with that contact

What You'll See

Email Thread View

When you open an email thread, you can:

  • Read Full Conversations: See the complete email exchange
  • View Participants: See all people involved in the email thread
  • Check Timestamps: Know exactly when each email was sent
  • Access Context: Understand the full communication history

Email Visibility

Depending on your mailbox settings, you might see:

  • Full Content: Complete email text and details
  • Subject + Metadata: Subject line, sender, recipient, and timestamp
  • Metadata Only: Basic information without email content

Email Sync Behavior

What Gets Synced

  • External Emails: All emails with contacts outside your organization
  • Automatic Linking: Emails connect to existing People and Company records
  • Multiple Addresses: Emails from any address link to the same contact record
  • Updates: New emails appear within 5 minutes

What Doesn't Get Synced

  • Internal Emails: Emails between colleagues (same domain) remain private
  • Group Emails: Distribution lists and group emails are excluded
  • Excluded Folders: Folders you've chosen not to sync (configured under Settings → Accounts → Email)

Selective Folder Sync (Lab Feature)

Control which email folders sync with Twenty:

  1. Enable Message Folder in Settings → Releases → Lab
  2. Configure folders under Settings → Accounts → Email
  3. Choose specific folders to include or exclude (Inbox, Sent, Archive, custom folders)

Troubleshooting Email Sync

Common Sync Issues

  • Sync Delays: Emails appear within 5 minutes, but initial imports take longer
  • Missing Emails: Check if:
    • Folders are excluded in Message Folder settings
    • Contact auto-creation is disabled (emails need existing Twenty records)
    • Email is from colleagues (same domain) or group lists
    • Mailbox is still completing initial sync

Email Limitations

  • System Folders: Some email folders may not be available for sync
  • Aliases: Only true mailboxes can be connected (not email aliases)

Calendar Integration

Calendar Tab

Next to the Emails tab, you'll find a Calendar tab that contains the history of meetings scheduled with the record.

Available for:

  • People: View all meetings scheduled with a specific contact
  • Companies: See all meetings related to a company and its employees
  • Opportunities: Access meeting history related to the company linked to this opportunity

Visibility Settings: Calendar data follows the same visibility settings as emails, ensuring consistent privacy controls across both communication channels.

Viewing Meeting History

  1. Navigate to a Record: Go to any Person, Company, or Opportunity record
  2. Select the Calendar Tab: Click on the Calendar tab next to the Emails tab
  3. Browse Meeting History: View all scheduled meetings and their details
  4. Access Meeting Context: See meeting participants, times, and related information

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