Client email ingestion — admin
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Connections
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Nylas: Loading…
HubSpot: Loading…
Connect Email
Connect HubSpot (OAuth — coming soon)
Query
Natural language query
Full example query
Open deals only
Recent activity (6 months)
Pull all Sponsor contacts who have sent emails to the lender in the last 2 years minus the last 3 months and have not closed a deal in HubSpot
Run query
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Results
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Derived filter (audit trail)
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