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Lead email

Email follow-up connected to your lead record.

Connect a supported mailbox to send lead emails and keep relevant replies with the rest of the conversation.

Use a connected business mailbox

Authorize a supported Google or Microsoft mailbox through the platform. Availability depends on the configured provider application and your organization’s permissions. Each connection belongs to its workspace.

Keep unrelated mail out of the lead view

ULTIM Leads is designed around lead-related communication. Matching relies on the lead’s recorded email address and conversation links, rather than presenting your entire personal inbox to the team.

Follow up with purpose

Use email when a person has provided an address and the channel is appropriate. Review your instructions and contact permissions. Do not treat an accepted API request as proof that an email reached the recipient’s inbox.

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