Account permissions

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

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.