Productive’s email inbox feature lets you connect multiple Outlook accounts and view your emails directly within the platform.

It’s designed to replace the older BCC inbox functionality, which will continue to exist but is no longer located under CRM > Inbound Emails.

You’ll now find both inboxes under a new mail icon in the top navigation bar, next to the notification inbox.

Only users with the Manage Emails permission can access and use this feature.

By default, this includes users with the Admin, Manager, and Profitability Manager permission sets.

If needed, you can create a custom permission set, complete with the View and Manage Emails permission and assign it to any user who should have access.

To connect your Outlook inbox:

1) Click the mail icon in the top navigation bar.

2) Click Add Email Account and select Outlook account.
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3) Click Connect Email and you’ll be redirected to a Microsoft authentication screen.
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4) Sign in to your Outlook or Microsoft 365 account and allow the requested permissions.

5) Once connected, your inbox will appear within a few seconds.
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📌 You can add multiple Outlook inboxes if needed, or even add one or more Gmail inboxes. Click + Add Email Account to connect them.
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📌 To disconnect or edit the integration, navigate to Settings > App Marketplace > Outlook.

In addition to connecting a single inbox to a single user in one organization, the following cases are also supported:

📌 For shared inboxes, each user needs to connect the inbox separately to see and use it in Productive.

📌 You cannot connect the same inbox more than once to the same user in a single organization.

Productive displays emails from the Inbox folder in Outlook. Emails that are archived or moved to another folder (e.g. “Archive” or “Other”) won't be visible here.

You can use the search bar to find any email in your Outlook account, including those outside the Inbox folder.
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Email read status is synchronized between Outlook and Productive:

📌 Currently, you cannot mark an email as unread directly in Productive.

Emails are shown in their original HTML formatting, similar to Outlook. Some complex layouts may not render perfectly—this will be improved over time.

Productive displays a list of attachments for each email. You can:

There are two levels of linking:

Click Link Conversation in the right sidebar. Productive will:

After linking a conversation, you can also link it to:

📌 You can add or remove these links at any time.

The email will then appear in the activity feed of that item.

After linking an email to a specific item (deal, budget, project, task, or invoice), you can remove that link by clicking the X next to the item.

Removing the link to the item does not unlink the email from the contacts or users. The email will still appear under their Activity > Emails feed.

To fully unlink an email from all contacts, users, and items, open the email in Productive, go to Linked, click the three-dot menu, and select Delete All Links.
The email will then be removed from all feeds and no longer associated with any item.

The BCC inbox still works exactly as before. You can forward or BCC emails to your unique Productive address and assign them to deals, budgets, or invoices.

The only change is where you access it: You’ll now find it under the same mail icon, just below your other inboxes.

👉 Learn more in this article: BCC Emails to Productive: Organize with Budgets, Deals, or Invoices.

To ensure security and prevent spoofing, Productive enforces SPF and DKIM authentication for all connected inboxes and forwarded emails.

📌 Emails that fail either of these checks will not be processed or shown in Productive. We recommend configuring SPF and DKIM properly in your domain settings.