We strongly recommend you connect your email and calendar to take full advantage of Klipy’s features.

Our philosophy on synchronization

Klipy’s fundamental concept was to build a CRM ecosystem with virtual assistants to manage every single manual entry and ensure data quality by doing so.

The main frustration of every team and organization using a CRM comes from two scenarios:

  1. Missing CRM entries
  2. Incomplete or outdated CRM entries

We believe we can eliminate these issues by automatically recording and sharing information.

The power of Klipy’s email synchronization

When you connect your email and calendar, Klipy will automatically create a Person and Company record for each person and company you receive important emails or meeting invitations from. Klipy will then enrich these records using data from curated databases and public sources.

Next, Klipy will summarize the conversation and log it as an Interaction under the corresponding Person record. Each Interaction summary includes potential action items, either requested by the person or suggested to help move the deal forward. You can choose to create a Follow-up to remind yourself to complete these action items.

All records are automatically linked. This provides a complete, centralized view of all your contacts and interactions with each company. You’ll also have access to your team’s entire interaction history with every company and individual over time.

Connecting your email and calendar

If you haven’t connected your email and calendar during onboarding, you can access and enable this feature by going to Settings > Connect Account.

Select either Connect Google Account or Connect Microsoft account.

Learn more

For a detailed explanation of email and calendar sync, see the Email and calendar sync article in our Features section