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Overview

Discover Contacts scans the email already synced into Custral and surfaces the real people you’ve corresponded with who aren’t in your CRM yet. Instead of combing your inbox by hand, you review a ranked queue of suggested contacts and add the ones worth keeping.

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How it works

When you run a scan, Custral reads the email messages already synced into your workspace (no re-fetch from your provider) and groups them by the people on them. It then drops:
  • your own connected email accounts and teammates,
  • automated senders (no-reply@, mailer-daemon, notifications, …),
  • addresses on your own company domain (colleagues),
  • anyone already saved as a contact.
What’s left is ranked by a confidence score, two-way correspondence, message volume, having a real name, and appearing across multiple threads all raise it, so the most likely real contacts sit at the top. Scans run in the background; results stream into the queue as they’re found. Re-scanning never resurfaces a contact you’ve already added or dismissed.

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Using it

1

Open Discover Contacts

Go to Settings → Data Structures → Discover Contacts.
2

Run a scan

Pick a window (last 90 days, last year, or all time) and click Scan emails. The status line shows progress; the queue fills as people are found.
3

Choose where contacts go

Use the Add to picker to choose which object new contacts are created under (e.g. your Contacts or People object).
4

Review and add

For each candidate you see their name, email, how many emails you’ve exchanged, when you last spoke, and a confidence score. Add or dismiss individually, or select several and use the bulk actions.

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Troubleshooting

Custral only mines email that’s already synced. If your inbox was connected recently, give the initial sync time to finish, then scan again. A short lookback window also limits results, try All time.
The object chosen in Add to must have an email property. Pick an object that has one (or add an email property to it), then try again.
They may already be a contact, sit on your own company domain, or have only appeared in automated-looking messages. People with a single one-way message rank lowest, widen the window and check further down the queue.
Dismissals persist across scans, so this is usually a different address for the same person. Dismiss the new one too, or add it if it’s worth keeping.