Connected email on the client record.
Microsoft 365 and Google Workspace — producer email and shared agency mailboxes synced so connected messages appear on the client timeline.
Microsoft 365
Shared agency mailbox
Account Admin connects one Outlook inbox — inbound and sent mail involving contacts syncs to timelines.
Connect in portal →
Google Workspace
Producer email
Each producer connects Gmail in My Settings — synced messages land on the client record.
Connect in portal →
Logged to Dana Whitfield
EMAIL · MICROSOFT 365 / GOOGLE WORKSPACE · WHOLE TEAM CAN SEE IT
Email & productivity
Your inbox, on the client record
Connect producer email and a shared agency mailbox — Outlook or Gmail. Connected messages land on the contact timeline so CSRs and producers share the same context.
Microsoft 365 and Google sign-in are supported for authentication and email sync, scoped to what your admin connects.
- Shared agency mailbox (Account Admin) and connected producer email (My Settings)
- VentFlow calls, VentFlow SMS, connected email, and logged activity on the client timeline
- Performance reflects activity logged in the portal
Ready to simplify the stack?
Book a walkthrough. We'll map what your agency uses today, what VentFlow can consolidate, what should remain in place, and how the systems can work together.
Book a walkthrough