This guide explains how to connect your email and calendar to Tribe so communication and scheduling are handled in one central place. It helps you automatically capture messages, link meetings, and keep your team aligned without extra manual work. You might use this when setting up Tribe for the first time or when streamlining your daily workflow. By following this guide, you will ensure that every important interaction is visible, organised, and easy to find.
Table of Contents
Background And Context
What Does This Integration Do?
Step By Step Instructions
Tips And Best Practices
Quick Summary
Background And Context
A smooth workflow depends on having all relevant communication in one place. When email and calendar tools are disconnected from your CRM, important context can easily be lost. Integrating these tools with Tribe ensures that your team always has a complete and accurate view of each relationship.
What Does This Integration Do?
This integration automatically links your emails and calendar events to the correct relations and activities in Tribe. It reduces manual work, improves visibility, and keeps communication organised. Your team can see what has happened, what is planned, and what needs follow-up without switching between systems.
Step By Step Instructions
1. Archive emails in Tribe
Automatically capture incoming and outgoing emails within Tribe so every interaction is logged in context. This makes it easy to see your full communication history without switching platforms. Check out these resources for more information:
2. Send emails from Tribe
Send outgoing emails directly from the system and have them linked automatically to the relevant relationships. This keeps all communication in one place and ensures your team has full visibility. You can learn more from reading Send an email campaign in Tribe or watching this video:
3. Set up domain validation and signatures
Validate your company domain so emails sent from Tribe appear professionally as coming from your organization. You can also configure standardized signatures to ensure consistent communication. Read E-mailing with a company domain to learn more on this step.
4. Create standard email templates
Design reusable templates for common communications to save time and promote consistency. Templates ensure your messaging always aligns with your organization’s tone. There are several support articles below that can help with using templates:
5. Connect your calendar
Sync your calendar so that appointments, meetings, and deadlines appear alongside your contacts and tasks. This keeps your entire schedule perfectly aligned with your CRM data.
Tips And Best Practices
Set up integrations early to avoid missing historical context.
Use templates for recurring communication to save time.
Keep signatures consistent across the team.
Always link meetings and emails to the correct relations.
Quick Summary
Integrating your email and calendar brings all communication and scheduling into one central place. It ensures that every interaction is visible and properly linked. By completing this step, you simplify your workflow and give your team full context without switching between platforms.
After this step has been completed, move on to the next part of the relationship module: finding ways to collaborate across Tribe.