We're excited to share the latest evolution of Connected Mailbox, one of the most powerful new features of ShareBuilder CRM. Since its beta release in late 2023, Connected Mailbox has continued to mature, helping sales teams save time and keep CRM data fresh without extra steps.

Today, we're announcing two major updates that take Connected Mailbox to the next level: even faster processing and a new way to create activities using the ShareBuilder Assistant.

Lightning-Fast Email and Calendar Processing

Previously, when sending, receiving emails and calendar invites, Connected Mailbox could take a few minutes, sometimes longer during peak times to scan, review, and turn your emails and meetings into CRM activities. That delay is now a thing of the past.

Thanks to significant performance upgrades by our engineering team a few weeks ago, Connected Mailbox now processes your sales activity in near real-time. That means the moment you hit send or accept a calendar invite, the ShareBuilder Assistant gets to work, creating CRM activities almost instantly. It's fast. Like, really fast.

These improvement makes it even easier to keep your CRM up-to-date without manual entry, and gives managers and leaders real-time visibility into the sales pipeline.

Want to get activity into ShareBuilder CRM without Connected Mailbox? Just email the Assistant

Today we are excited to announce a new capability for the ShareBuilder Assistant called Email The Assistant. Customers can simply CC or invite "assistant@share-builders.com" when sending an email or scheduling a meeting. The ShareBuilder Assistant will automatically analyze these emails and calendar invites, determine the appropriate companies, contacts, and team members, and log the activity to CRM—just like it does with Connected Mailbox.

This feature:

• Uses the intelligence of the ShareBuilder Assistant
• Works with any email system
• Works with third party marketing systems
• Requires no setup
• Adds email attachments as CRM Files
• Is available to all ShareBuilder CRM customers today

This new Assistant capability replaces the legacy "Activity Sync" feature with smarter, AI-driven processing. Activity Sync is scheduled to be shut down later this year

The Intelligence Behind It All

Both of these updates are powered by the ShareBuilder Assistant, our layer of artificial intelligence trained to understand broadcast sales workflows. It knows what do with each message, identify relevant accounts, contacts, pending, and create meaningful CRM activity that sales teams can trust.

These improvements reflect our continued investment in automating the sales workflow, minimizing busywork, and making ShareBuilder CRM the most powerful tool in your sales toolkit.

Try It Today

If you're already a ShareBuilder customer using Connected Mailbox, you’ll should already see the speed improvements. To start emailing the ShareBuilder Assistant, just include assistant@share-builders.com on your next sales email or calendar invite and let the Assistant handle the rest.

Got questions or feedback? We’d love to hear from you. And stay tuned for even Assistant features coming soon!