What gets synchronised?

How to synchronise emails using Mail Sync to Workbooks via categories.

The Mail Sync synchronises content both to and from an email client.

The Mail Sync can automatically synchronise three record types from Workbooks to their corresponding object in your email client:

People, Tasks, and Meetings

Please note that when you create a meeting in Workbooks, and add the attendees, when this synchronises, it will also send invites to those attendees. When the description of the meeting syncs to the meeting, invitees will be also be able to see notes that you have added.

NOTE: Meetings set to be recurring do not synchronise between the two platforms.

The Mail Sync can also pull through these same objects from your email client, alongside emails, into Workbooks by using the Workbooks category within your email client.