Aeion CRM + Gmail
Aeion CRM has a dedicated `email_accounts` record for a sales rep's Gmail — provider, connection status, and encrypted credentials all live in the CRM data model. Sequence sends and the contact activity timeline are built around this record today. Live Gmail-API inbox sync (reading + threading a rep's real mailbox), open/click tracking, and a self-serve OAuth "Connect Gmail" flow are on the near-term roadmap — not shipped in the CRM module yet. This page describes exactly what's real today so you can plan around it.
What's Real Today
The email_accounts collection stores one row per connected mailbox: email, provider (Gmail / Outlook / IMAP), a credentials group (access token, refresh token, IMAP/SMTP host + port), syncSettings (sync emails / calendar / contacts, track opens / clicks), status, and lastSyncAt. Credentials are encrypted at rest via Aeion's credential-encryption hook, and the collection is user-scoped — a rep only ever sees their own connected accounts.
How Sequence Sends Actually Work
When a sequence step comes due, Aeion's sequence engine resolves the step, marks it sent on the enrollment record, and emits a crm.sequence.send_email event for delivery.
Roadmap — What's Not Built Yet
Be precise about the gap between "modeled" and "live":
Common Gotchas
- Credentials are encrypted, but entry is manual — there's no consent-screen UX yet; if you're piloting this, plan for reps to paste in host/port or token values rather than clicking "Connect."
FAQ
Yes, as an `email_accounts` record — but via manual credential entry, not an OAuth popup. Use it to track which mailbox a rep is associated with.
They'll be attributed to your rep in the CRM, but delivery goes through your tenant's configured transactional email provider today, not through an authenticated Gmail API session.
Not in the CRM module. There's a separate, unreleased inbox-sync engine elsewhere in the platform that isn't wired into CRM yet.
Same story — see Outlook integration.