Connecting an inbox

Settings → Email integration → Connect account. We support:

• Gmail / Google Workspace via OAuth
• Outlook / Microsoft 365 via OAuth
• Any IMAP+SMTP provider via host/port/username/password

The OAuth flows let you skip entering credentials — Groundbase never sees your password. For IMAP we encrypt the password at rest with EMAIL_ENCRYPTION_KEY.

Sending mail

You can send email from any contact's detail page, from the dedicated Email tab, or via bulk actions on a filtered contact list. The message lands in your normal Sent folder, so the conversation history stays in your real inbox too.

Send-as aliases

If you use multiple sending addresses (e.g. you@brand-a.com and you@brand-b.com from the same Gmail), add them under Settings → Email integration → Send-as addresses. They appear in a dropdown on the compose screen.

Templates

Settings → Templates → Email to create reusable templates with placeholders like {{first_name}}, {{last_name}}, {{full_name}}, {{company}}. The values are filled in per-recipient at send time.

Disconnecting

Settings → Email integration → Disconnect. Stops fetching new mail and removes the stored credentials. Doesn't delete your already-fetched messages from Groundbase — those stick around for searchability.