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.
Connect your email and calendar
Go to Settings → Account → Connected accounts
Click Connect Google or Connect Microsoft
On the provider's consent screen, leave all permissions checked - Clarify needs email read, email send, and calendar access to work
ℹ️ Your email and calendar connect to one workspace at a time. If you belong to multiple workspaces, connect them to the one that should receive your data - to move them, disconnect in one workspace and reconnect in the other.
What happens when you connect
Creates and enriches People and Company records from your communication history
Links each contact to their company automatically
Syncs your calendar and captures meetings
Enriches records from public data sources at no extra cost
Your first sync takes 10-30 minutes depending on inbox size. A progress bar shows in Connected accounts while it runs.
What your team can see
By default, your emails and meetings are visible only to their participants - the people on the email thread or the calendar invite. Other CRM data (people, companies, deals, and comments) is shared across your workspace so your team can collaborate.
To share specific emails or meetings with a teammate, use Access delegation; workspace admins can open visibility workspace-wide. See Email and Meetings for the full visibility model and Understanding Meeting Visibility for meetings specifically.
Connect Slack (optional)
Connect Slack to get notifications about records you're subscribed to - comments, @mentions, record updates, and deal owner changes - delivered in Slack. Connect from Settings → Account → Connected accounts. See Slack for setup and notification options.
Microsoft Exchange and Outlook calendars
⚠️ If you use Microsoft Exchange or Outlook with a conferencing link (Zoom, Google Meet), put the link in the meeting description, not the location field. Clarify scans the description on Exchange/Outlook calendars to detect the conferencing URL and decide which meetings to record.
Disconnect an account
To stop syncing email and meetings while keeping access to Clarify:
Go to Settings → Account → Connected accounts
Open the dropdown next to the connected account
Select Disconnect
Existing data is preserved. To delete synced data, contact [email protected].
Troubleshooting
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.