How email sync works
Automatic thread linking
Slant links email threads to households based on participant email addresses:- An email arrives from a client’s address
- Slant matches that address to a person record
- The email thread appears in the household’s activity
Email direction
Slant determines email direction automatically:- Inbound — Emails where the sender is not your connected account
- Outbound — Emails where you (your connected account) are the sender
Thread organization
Related emails are grouped into threads based on subject and participants. This mirrors how you see conversations in Gmail or Outlook.Open tracking
When you send emails from Slant, open tracking tells you when recipients view your message.How it works
Emails sent from Slant include a small, invisible tracking pixel. When the recipient opens the email and loads images, the pixel registers an “open” event.What you can see
For tracked emails:- Open count — How many times the email was opened
- Last opened — Most recent open time
Limitations
Open tracking is not exact:- Image blocking — Some email clients block images, preventing tracking
- Preview panes — Some clients count preview as an open
- Forwarding — Opens by forwarded recipients are counted
Email status tracking
Emails sent from Slant have a status:| Status | Meaning |
|---|---|
| Pending | Email is queued for sending |
| Delivered | Email was sent successfully |
| Scheduled | Email is scheduled for future delivery |
| Draft | Email is saved as a draft |
| Failed | Email could not be sent |
| Undeliverable | Recipient address bounced |
View email activity
On household records
Navigate to any client or prospect to see their email activity:
Email threads show:
- Subject line and snippet
- Participants
- Most recent message date
- Thread direction (inbound/outbound)
Send emails from Slant
Compose and send emails without leaving the CRM:Email signatures
Your email signature is managed within Slant. Signatures are automatically appended to emails you compose, including those sent via sequences and workflows.Email blacklisting
Exclude certain emails from syncing to keep your CRM focused on client communications.Add to blacklist
Open email settings
Navigate to Settings > Email and calendar accounts and click on your connected account.
What to blacklist
Consider blacklisting:- Marketing newsletters
- Automated notifications
- Service providers not relevant to client relationships
Email in workflows
Emails integrate with Slant’s automation features:- Workflows can send templated emails automatically
- Sequences can send multi-step email campaigns
- Bulk email can send the same message to many recipients at once
Data retention
Synced emails remain in Slant even if you disconnect your email account. Email content is stored securely and associated with household records for long-term relationship history.Privacy considerations
- Internal filtering — Company domain emails are filtered from the CRM view by default
- No password storage — OAuth tokens can be revoked anytime by disconnecting