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CRM & Follow-ups3 min read

Auto-link the right email to the right record

CMass matches the people on an open email thread to your CRM records and offers to link them in one click — deterministic, no AI reading your mail.

Keeping a CRM tidy usually means manually attaching emails to the right deal. CMass does the matching for you. When you open an email thread in Gmail with the CRM panel open, it checks who's on the thread against the contacts on your records — and if it finds a match, it offers to link them.

How the match works

The match is deterministic: CMass compares the email addresses of everyone on the thread to the contact emails on your records. If events@hilton.com is on the thread and also a contact on your 'The Hilton' record, that's a match. There's no AI guessing and no reading of message content — just a clean comparison of participants.

The CMass auto-link suggestion card in the CRM panel, showing that an open email matches a record, with a coral Link email button, plus the linked confirmation state below
When an open email matches a record, CMass surfaces a one-click link suggestion.

Linking in one click

When there's a match, a suggestion card appears at the top of the CRM panel: 'This email matches a record.' Click the coral 'Link email' button and the thread is attached to that record's linked emails. If it's already linked, CMass shows a green confirmation instead so you don't double-link.

  1. 1Open an email thread in Gmail
  2. 2Open the CMass CRM panel
  3. 3If a contact on the thread is on one of your records, a suggestion appears
  4. 4Click 'Link email' to attach the thread to that record
💡 Auto-link only suggests records where a thread participant is already a saved contact. It never exposes records or contacts that aren't yours, and on the Team plan it respects your shared pool.
✅ Privacy by design: Auto-link sends only the participant email addresses and thread ID to match against your records — never the subject or body of your messages.

Try it in Gmail — free

50 emails/day on the free plan. No credit card needed.

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