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Nylas

Nylas is initialized at application startup and acts as the always-on backend for all email and calendar synchronization in SalesExec.

Source Type:
Email and Calendar Sync

Delivery Format:
API

Integration Type:
Calendar Sync

Website:
Nylas Website

Overview

The Nylas integration allows SalesExec to connect to users’ Google Workspace and Microsoft 365 mailboxes for both inbound and outbound email. Nylas handles OAuth authentication, message synchronization, and sending, ensuring that all email activity—regardless of where it originates—is captured and available within SalesExec. This enables unified communication history, automated email workflows, and reliable delivery and tracking of all messages.

How It Works

SalesExec uses Nylas APIs to initiate OAuth flows, connect user or general mailboxes, and synchronize email messages. Outbound emails are sent through Nylas, while inbound messages are fetched and displayed in SalesExec. Nylas manages attachments, threading, and metadata, ensuring that replies and new messages are associated with the correct leads. All email activity is logged for compliance and reporting, and sync errors are surfaced to users for troubleshooting.

Benefits
  • Instantly sync Google Workspace and Microsoft 365 accounts for seamless, two-way email and calendar integration
  • Book appointments, automate follow-up, and log every meeting, call, and email—directly from SalesExec
  • Empower sales reps to send personalized emails and manage all communications in one place
  • Accelerate speed-to-lead and boost productivity with real-time logging and unified conversation history
  • Effortlessly coordinate high-volume inside sales or call center teams with shared calendars and automated scheduling
Auth and Settings
  • OAuth authorization managed via Nylas for Google Workspace and Microsoft 365
  • No user-facing configuration; setup handled by admins or during connection
  • Secure token management; no user credentials exposed
  • Sync errors and account status surfaced in the UI
Data Exchange
Outbound (SalesExec → Nylas)
Action / Endpoint Description
Send Email Sends outbound email messages with attachments and metadata.
OAuth Connect Initiates OAuth flow for Google or Microsoft 365 accounts.
Remove Account Disconnects user or general mailboxes from SalesExec.

Outbound Fields

Field Description
From/To/CC/BCC Email addresses for message delivery.
Subject/Body Email subject and content.
Attachments Files included in outbound messages.
Lead GUID Metadata to associate messages with leads.
Inbound (Nylas → SalesExec)
Action / Event Description
Fetch Email Retrieves inbound and outbound messages for display in SalesExec.
Fetch Headers Gets message headers for threading and conversation history.
Sync Status/Error Notifies SalesExec of sync errors or account issues.

Inbound Fields

Field Description
From/To/CC/BCC Email addresses for message delivery.
Subject/Body Email subject and content.
Attachments Files included in inbound messages.
Lead GUID Metadata to associate messages with leads.
Status/Error Sync status or error details.

Note
All email data exchange is handled securely via Nylas APIs and OAuth. No user credentials are exposed, and all sensitive operations are managed through secure tokens and account identifiers.

Limitations
  • Nylas is not a user-selectable integration; it is always active as the mail sync provider
  • All email features depend on Nylas service availability and supported providers
  • Only Google Workspace and Microsoft 365 accounts are supported
  • No direct user configuration of sync settings

Read the KB article: Sync Appointments with Microsoft 365 Calendar

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