Connect your email and calendar, and Clarify builds your CRM for you - creating contact and company records, linking them to the right companies, and capturing your meetings without manual data entry. Clarify connects to Google or Microsoft, imports your communication history, and keeps records current as you work.

How long your first sync takes depends on how far back your email history goes. While it runs, a progress card such as "Syncing Gmail" appears at the bottom of the left sidebar.

By default, your emails and meetings are visible only to their participants - the people on the email thread or the calendar invite. One exception worth knowing: teammates can still see that a meeting happened, when, and who attended, even when it isn't shared with them. They see Title hidden instead of the title, and the recording, transcript, summary and notes stay closed to them. Other CRM data (people, companies, deals, and comments) is shared across your workspace by default, so your team can collaborate. An admin can set a record type to be private instead, in which case a new record of that type is visible only to its owner and anyone they share it with. See Sharing and permissions.

To share one meeting with a teammate, open the meeting and click Share, then add them as a Viewer or an Editor. To open that single meeting to everyone in your workspace instead, switch Only participants to the Everyone at option. Only people who attended the meeting can manage its sharing. A workspace admin who wasn’t on it sees the sharing panel read-only.

To give a teammate access to all your meetings or all your email at once, use Access in Settings → Account → Email and meetings, available on paid plans. To let a teammate send emails and campaigns from one of your accounts instead, open it in Connectors and, under Account settings, turn on Delegated sending access. This is available on Growth and above. See Delegated sending. To share a single email instead, open it and select Share - see Share individual emails. Workspace admins can also open visibility workspace-wide. See Email and Meetings for the full visibility model and Understanding Meeting Visibility for meetings specifically.

Meetings and email appear in Clarify even before you connect your own account, and even if you never connect one. When a teammate connects their account, Clarify syncs their calendar and mailbox, and you show up on any invite or thread you were part of. Those items arrive through their connection, not yours. For who can then see them, see Sharing and permissions.

This is also why disconnecting your own account does not clear them. Disconnecting stops Clarify from reading your mailbox and calendar. Anything a teammate is also on keeps syncing from their side, because each person's connection is separate.

To stop a specific address from syncing at all, a workspace admin can use Block specific senders in Settings → Workspace → Email and meetings. This blocks the whole email or meeting rather than one person's view of it, so items other people are also on stop syncing for them too. It applies going forward and does not remove what is already there. See Email and Meetings.

Connect Slack to get notifications about records you're subscribed to - comments, @mentions, record updates, and deal owner changes - delivered in Slack. Connect from Connectors - click the Slack tile under Personal. See Slack for setup and notification options.

To stop syncing email and meetings while keeping access to Clarify:

Existing emails, past meetings and records are preserved. Upcoming meetings that only this account brought in are removed, along with their notetakers and any notes on them. Reconnecting brings the meetings back, but not those notes. To delete synced data, contact [email protected].

Email and meetings that a teammate is also on keep syncing from their connected account. See Why you see email and meetings you never connected.

To keep Clarify syncing your calendar and recording your meetings without syncing your email, reconnect your Google account with calendar access only:

With calendar access only, Clarify doesn't sync or send email from your account, so Rep and campaigns can't send email as you. Emails already in Clarify stay where they are. To add email back later, open your Google connector and click Switch to full access.

Hitting “Need admin approval” when connecting Microsoft 365? See Connecting Microsoft 365 - admin consent troubleshooting. Hitting “Sync failed” (Google)? See the Troubleshooting section of Email and Meetings.