2-way (two way) email sync should have an option to sync ALL emails or just sync threads started in High Level | Voters

2-way (two way) email sync should have an option to sync ALL emails or just sync threads started in High Level

under review

Emma Sansom (Flamingo)

Some of our users absolutely need 2-way sync on as they are using snippets and want to send stuff via HL to see links clicked, HOWEVER, they do not want every single non related email to that contact synced for everyone to see... it should be an option!

February 10, 2025

Walker Mattingly

We represent large real estate brokerages who want to keep their Agents in one sub-account in GHL. In a shared real estate CRM you need to allow duplicates, because Agents will often have relationships with the same clients or vendors (transaction coordinators, loan officers, etc..). The way GHL syncs and displays emails creates huge privacy and compliancy issues. Agents should never see other agents conversations on their Contacts. This is one of many data permission set limitations that makes GHL unusable for large teams. We have clients with hundreds of users eager to use the system, but no way to safely serve them.

Alexis C

We need user permissions for this.

https://ideas.gohighlevel.com/users-permissions/p/user-level-permissions-for-email-2-way-sync-access

Caleb Christopher

OUTRAGEOUS not to have this functionality.
While THIS idea/thread is over a year old, there are others from early 2024 with more votes that should be merged in.
https://ideas.gohighlevel.com/conversations/p/2-way-gmail-sync-and-outlook-sync-allow-us-to-exclude-domains-and-contacts-from
https://ideas.gohighlevel.com/conversations/p/ignore-internal-emails-in-conversations

Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL

We turned it off too for similar reasons. Having client emails mixed with internal stuff creates privacy issues that most clients aren't comfortable with.

Adam Pedder

We've had to turn the email sync off because of this. Our clients include our Legal and HR advisors, and it started pulling all their emails.

Caleb Christopher

Yay, it's under review now. Let's go!

Gargi Jaiswal

updated the status to

under review

Stuart Gelin

Gargi Jaiswal Wondering if there's any update on this. Would be hugely useful for some subaccounts. Thank you!!

Emma Sansom (Flamingo)

HighLevel Support this has been on here since February, is this ever likely to get sorted?

Caleb Christopher

Yeah, we should be able to exclude certain email addresses or entire domains from being added to CRM conversations.

That permission should be at the admin level and have an option to allow users to exclude email addresses from the CRM.

Emma Sansom (Flamingo)

53 votes HighLevel - please can you prioritise. It should be an option at email sync level of whether to sync all or only those started in highlevel. The 'assigned to' workaround model doesn't work and won't solve our problems

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