CRM Intelligence

Pipeline Control

v2.1

Automated Gmail crawling, search indexing, and Playwright job scraping.

Fetch Timeframe

Only Unread Emails

Email Connection

Checking...

Link your Gmail account via Google OAuth2 to ingest leads automatically. No app password required.

OAuth Config Missing: Google Client ID and Secret are not set in .env.

Please configure GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET, and GOOGLE_REDIRECT_URI to enable OAuth linking. System is currently falling back to App Password.

Scheduler Settings

Inactive

Enable Automated Runs

Run Time (Daily)

Ingestion Settings

Rules

Customize target filters. Updates apply to future runs.

Allowed Email Senders (Comma-separated)

Target Sectors (Comma-separated)

Min Headcount

Min Fit Score

Target Fit Signals (Comma-separated)

Excluded Sectors (Comma-separated)

Team Access Control

Member

Manage who can log into the CRM. Only leaders can add or delete members.

Pipeline Control

Email Connection

Scheduler Settings

Ingestion Settings

Team Access Control

Real-time Log Stream

Invite Team Member

Pipeline In Progress Live