Clarify syncs email and calendar data to automatically create records, enrich contacts, and enable team visibility. You have full control over what data gets synced through allowlists and blocklists.
How blocklists work
Blocklists filter out emails from specific addresses or domains before they're imported into Clarify. When an email or domain is blocked:
Emails from those addresses won't appear in Clarify
Records (contacts, companies) won't be created automatically
Associated items like meetings won't be synced
⚠️ If you want to exclude internal meetings and emails, do not add your own company domain to the blocklist (e.g. *@company.com) as this will exclude all meetings and correspondence.
If you do not want internal meetings and emails captured, ensure your domain is listed as a Company domain and your Internal communication exclusion is set to All.
How allowlists work
Allowlists do the opposite - only emails and domains on the allowlist will be imported into Clarify. Everything else gets filtered out.
Configuring email and blocklists
You can set up allowlists and blocklists in General settings. Both exact matches and wildcards are supported.
This gives you precise control over what information flows into your Clarify workspace while maintaining security and relevance.
Email and meeting filtering
Internal communication exclusion
Leverage this setting to customize what internal only communications sync back to Clarify. We leverage the Company email domains setting to identify what is considered internal. You can select for no internal communications, email only, meeting only or all communications to sync.
Include private meetings
By default, we respect your privacy, private meetings are not ingested. If you prefer to have all public and private meetings syncing back to Clarify, enable the setting to include all private meetings.
Include meeting with only one person (you)
Control whether invites where you are the only meeting attendee are syncing to Clarify.
Why it matters: Single-person meetings are excluded by default as they typically represent personal appointments (meeting blocks, errands, etc.) rather than business interactions relevant to your CRM
Record creation
Record creation rules:
Always (recommended): All emails create records except those you block
Selective: Only emails you reply to create contact records
Disabled: No emails create records automatically
Why this matters: This keeps your CRM clean by only including relevant business communications.