Calendar & Email Sync

Connect Google or Microsoft to sync calendar events and emails into Breadbox.

Connecting Your Account

Go to Settings → Profile and scroll to Connected Accounts. Click Connect on Google or Microsoft. You'll be redirected to authorize Breadbox to access your calendar and email (read-only for sync, send permission for outbound email).

What Gets Synced

• Calendar events — upcoming meetings from the next 14 days and past 7 days
• Emails — recent messages from the last 30 days (both sent and received)

How Matching Works

Breadbox matches synced events and emails to CRM accounts and contacts by email address. If a meeting attendee or email sender/recipient matches a contact's email in Breadbox, the event or email is linked to that contact's account.

Where Synced Data Appears

• Account detail → Activity timeline — synced emails and calendar events appear alongside logged touchpoints
• Deal detail → Activity timeline — emails with deal contacts appear in the deal timeline

Sync Frequency

Calendar and email data syncs automatically every 15 minutes via background jobs. You don't need to trigger it manually.

Sending Email from Breadbox

When you have a connected account, any email composed in Breadbox is sent through your real Gmail or Outlook inbox. The recipient sees it as coming from your email address, and it appears in your sent folder. Sent emails are automatically logged as touchpoints.

Scheduling Meetings from Breadbox

Click Schedule meeting from the quick-action row on any account or deal pop-out. A modal opens with fields for title, start time, duration, attendees, and agenda.

• Attendees — pick account contacts by checkbox, or add external emails (comma-separated).
• Meeting link — toggle “Add Google Meet link” (Google) or “Add Teams meeting” (Microsoft) to auto-generate a video conferencing URL.
• Invites — the event is created in your primary calendar and invites are sent to all attendees. They’ll see it in their inbox within seconds.
• Auto-logging — Breadbox creates a MEETING touchpoint on the account timeline with the start time, agenda, and meeting link. No separate log step needed.

If no calendar is connected, the scheduling button is disabled with a prompt to connect one in Settings → Profile.

Disconnecting

Go to Settings → Profile and click Disconnect on the connected account. This stops syncing and removes synced data. Your CRM data (accounts, contacts, touchpoints) is not affected.