Syncing People and Companies

Clarify is designed to eliminate manual data entry from day one. The fastest way to get started is by connecting your email and calendar—letting Clarify do the heavy lifting for you.

When you connect your email from Google Workspace or Microsoft, Clarify automatically builds a rich network of relationships. Every person and company record is intelligently linked to their company and deals, and then they are ran through a comprehensive data enrichment waterfall. Together this gives you instant access to the full context of your business relationships. No more jumping between tools or manually logging interactions - everything is centralized and always up to date.

Additionally, by having access into the context of your emails, calendar and calls, Clarify can not only help you answer important questions, but also take action.

Common questions our customers ask Clarify in lists are ...

• When was the last time we talked to a group of people?
• Give me everyone I talked to in the last 3 months in a particular location.
• When was the last meaningful interaction I had with a particular account?
• What are the next steps for this deal?

This automatic analysis lets you skip the busy work and focus on what matters: nurturing relationships and closing deals. Plus, with your team's complete communication history at your fingertips, you'll never miss important context again.

Syncing your email and calendar

When you connect your email and calendar, Clarify instantly:

• Creates and enriches People and Company records from your entire communication history
• Automatically links contacts to their companies, giving you a complete view of every relationship
• Enriches records with data from trusted sources in a waterfall structure so that you don't have to

The result? A living, breathing CRM that understands your relationships and helps you maintain them effortlessly.

Quick setup

Connect your account in seconds:

1. Go to Settings > Email & Calendar
2. Choose Connect Google or Connect Microsoft

Sharing preferences

Clarify understands that different communications require different levels of privacy. Today we do the following:

• Full access: People, company, deals and metadata associated to these objects are all shared by default so your team can collaborate.
• Limited access: Email logs and meeting recordings are only shared with individuals who either were on the email chain or participated in the call.

Advanced collaboration

For our paid customers, Clarify can customize your collaboration and sharing features. Just ask about it in your customer support Slack group.