Syncing additional mail and calendar accounts

Lightfield connects to your email and calendar to automatically assemble your CRM, turning your communications into structured accounts, contacts, and meetings.

You can connect more than one email or calendar account (for example, your individual work address and a shared inbox) to capture every customer interaction in one place.

This guide will help you:

• Add an additional mail or calendar account

• Manage existing connections

• Adjust sync, visibility, and record-creation settings

Add an additional account

You can connect new accounts anytime after onboarding.

1. Go to Settings → Mail and Calendar

2. Click Add account

3. Choose the email address you want to connect

4. Grant permission so Lightfield can securely sync contacts, emails, and meetings

Once connected, the new account will appear in your Mail and Calendar settings, where you can manage sync preferences for each one independently.

Manage sync preferences for each account

Visibility settings – control what teammates can view:

• Full access: teammates can see shared meeting summaries, transcripts, and email context

• Metadata only: teammates see participants and timestamps but not content

Record creation settings – control how records are created automatically:

• Disabled: no records are created automatically

• Selective: records are created only from emails you send or receive, and meetings you personally organize or attend

• Always: records are created from all emails and meetings connected to your inbox

Do not track – exclude domains or addresses you don’t want synced (e.g., personal emails)

Reconnect and disconnect account

If you complete the email connection process and an account still shows Disconnected, it usually means Lightfield doesn’t have all required permissions.

To fix it:

1. Go to Settings → Mail and Calendar

2. Click the three-dot icon next to Disconnected

3. Select Connect Account and ensure you grant all permissions (mail, calendar, and contacts)

To disconnect an account:

• Go to Settings → Mail and Calendar, click the three dot icon → Disconnect account

This stops future syncing but retains all previously captured data.

Common Questions