Getting started
Integrate your Email & calendar
Connecting your Email (Google Gmail or Microsoft Outlook) and Calendar to Dalil AI allows the platform to automatically sync emails, meetings, and events with your CRM.
Once connected, Dalil AI imports conversations and calendar interactions and links them to the correct People and Company records.
This ensures your CRM reflects real communication activity without requiring manual data entry.
Email and calendar integration helps Dalil AI maintain an accurate sales database, improve collaboration across your team, and give AI models more context to generate insights.
How to connect Email and Calendar
You can start the integration process in two different ways.
From the Getting Started page
Open the Getting Started page
Click Sync next to Email / Calendar
From Core Integrations in Settings
Go to the top-left menu
Select Workspace Name → Account Settings → Core Integrations
Click Add Email
Select your provider:
Google (Gmail or Google Workspace)
Microsoft (Outlook or Office 365)
Follow the authentication steps provided by Google or Microsoft.
Once authentication is complete, Dalil AI will begin importing your emails and calendar events automatically.
What Dalil AI does after synchronization
After your email and calendar are connected, Dalil AI automatically transforms communication data into CRM records.
Automatic contact creation
Dalil AI can create CRM records based on email addresses.
People records
The name is generated from the first part of the email address.
Example:john@acme.com → Person: John
Company records
The company is generated from the email domain.
Example:john@acme.com → Company: Acme
If the email comes from a personal provider such as gmail.com or outlook.com, Dalil AI creates a Person record without attaching a company.
This automation allows Dalil to build and maintain your CRM database automatically as conversations happen.
Visibility settings for Email and Calendar
Dalil AI allows teams to control how much information from emails and meetings is visible across the organization.
Email visibility options
Everything
Subject, email body, and attachments are visible.
Subject and metadata
Subject line, participants, and timestamps are visible.
Metadata only
Only participants and timestamps are visible.
Calendar visibility options
Everything
Full meeting details are visible.
Metadata only
Only meeting participants and event dates are visible.
These settings allow teams to balance transparency and privacy depending on internal policies.
Contact auto-creation settings
Dalil AI also allows you to configure automatic CRM contact creation.
You can enable contact creation for people you:
Send emails to
Receive emails from
Meet in calendar events
Available options include:
Sent and Received emails
Sent emails only
Disabled
You can also enable or disable automatic contact creation from calendar meetings.
This ensures that every meaningful interaction can automatically become part of your CRM.
Troubleshooting: reconnecting your account
Sometimes Google or Microsoft may temporarily disconnect integrations for security reasons.
If this happens, Dalil will display a “Sync failed” tag.
To reconnect your account:
Click the three dots next to your email integration
Select Reconnect
Re-authenticate with your provider
Once authentication is completed, email and calendar syncing will resume immediately.
Key outcome
When Email and Calendar integration is enabled, Dalil AI automatically turns emails and meetings into structured CRM data.
Your team gains a complete history of communication with prospects and customers, while Dalil’s AI can analyze interactions to generate insights, signals, and next-best actions.