- Similar to a CRM, we index your organisations companies & contacts, including their contact details like email address
- To reduce manual effort & increase data quality, we have created a o-auth integration withMicrosoft 365 so that we can automatically record email & calendar events against those contact records. This record does not include body content – instead we only record where, when & with whom.
Specifically, our 365 integration requests:
- Read access to email: so we can record those email records against contacts. We only record emails to contacts within the system
- Read access to calendar: so we can record those calendar records against contacts. We only record emails to contacts within the system
- Contacts & profile: to automatically pre-fill the contact record when a user wants to manually add a contact