Email & Calendar Setup

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Connection Options

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Google Account (Gmail & Google Calendar)

1. Go to Settings → Accounts
2. Click Add account
3. Select Continue with Google
4. Authorize Twenty to access your Gmail and Google Calendar
5. Your emails and calendar events will start syncing automatically

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Microsoft Account (Outlook & Microsoft Calendar)

1. Go to Settings → Accounts
2. Click Add account
3. Select Continue with Microsoft
4. Authorize Twenty to access your Outlook and Microsoft Calendar
5. Your emails and calendar events will start syncing automatically

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SMTP/CalDAV Setup (Other Providers)

For other email and calendar providers:

1. Go to Settings → Releases → Lab to enable the feature
2. Return to Settings → Accounts
3. Configure SMTP settings for email
4. Configure CalDAV settings for calendar
5. Test the connection

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Multiple Mailboxes

• Unlimited Accounts: Connect multiple email accounts per user
• Account Management: Switch between different mailboxes
• Sync Settings: Configure different settings per mailbox

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Email Configuration

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Message Visibility

Choose different levels of visibility for your emails:

• Metadata Only: Share only basic information (sender, recipient, date, time)
• Subject and Metadata: Share subject line along with metadata
• All Email Content: Share entire email content including attachments

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Contact Auto-Creation

• Deactivated: No automatic contact creation
• For messages sent & received: Create contacts for all external email interactions
• For messages sent only: Create contacts only for emails you send
• Note: Internal emails (same domain) are never synced to maintain privacy

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Control which emails get sync with Message Folder Selection (Lab Feature)

Control which email folders sync with Twenty:

1. Go to Settings → Releases → Lab and enable Message Folder
2. Return to Settings → Accounts and select your connected email account
3. Choose which folders to sync:
   • Inbox: Primary incoming emails
   • Sent: Outgoing emails you’ve sent
   • Custom Folders: Any specific folders you want to include
   • Exclude Folders: Skip folders like Spam, Trash, or personal folders

This gives you precise control over which emails appear in your CRM without syncing everything. What Gets Synced:

• External Emails: All emails with external contacts from selected folders
• Internal Emails: Not synced (same domain emails remain private)
• Attachments: Coming in H1 2026

Note: We don’t provide a CC email address for selective syncing. Instead, use the Message Folder feature above to achieve the same level of control over which emails sync with Twenty.

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Calendar Configuration

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Event Visibility

Choose what will be visible to other users in your workspace:

• Everything: The whole event details will be shared with your team
• Metadata: Only date & participants will be shared with your team

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Contact Auto-Creation for Meetings

• Yes: Automatically create contacts for meeting participants not in your CRM
• No: Only link meetings to existing contacts

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Control which events get sync

• Meeting Import: Automatically import calendar events
• Contact Linking: Link meetings to People and Company records

What Gets Synced:

• Meetings: Calendar events with external participants
• Contact Linking: Events automatically linked to CRM records
• Team Events: Shared calendar visibility

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Sync Frequency

Updates every 5 minutes: Both email and calendar data sync automatically every 5 minutes after the initial import.