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Overview

The Inbox block embeds a connected email channel. On a record page it shows that mailbox’s threads with the record’s contact: sender, subject, snippet, and date. Placed elsewhere (a dashboard), it shows the channel’s recent inbox. It’s the way to keep a contact’s email conversation on their record without switching to the full inbox.

Use cases

  • A Contact / Lead record: the running email thread with that person, in context.
  • A shared dashboard: a team mailbox’s recent inbox as a monitoring panel.

Configuration parameters

Troubleshooting

See also