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

Amazing support is at the heart of everything we do.

ClickPoint provides 24 hour chat support, extensive product documentation, and weekly training sessions.