Introducing Email Toolkits: Gmail, Outlook & IMAP
SDRbot can now manage your inbox directly. Full support for Gmail, Outlook, and generic IMAP/SMTP providers with 30+ new tools.
The Missing Piece: Your Inbox
Until now, SDRbot has been a wizard with your CRM—managing leads, updating fields, and handling complex migrations. But sales doesn't just happen in the CRM; it happens in the inbox.
Today, we are thrilled to announce Email Toolkits, a massive update that gives SDRbot direct, secure access to your email infrastructure. Whether you use Gmail, Outlook, or a private email server, SDRbot can now read, search, draft, and send emails on your behalf.
Autonomous Outbound Machines
The true power of these toolkits is unlocked when combined with SDRbot's existing CRM capabilities. You can now build sophisticated, end-to-end outbound workflows that run autonomously:
- Smart Follow-ups: "Check Salesforce for leads in the 'Negotiation' stage who haven't replied in 3 days. Find their last email in Outlook, analyze the sentiment, and draft a context-aware bump email."
- Enriched Outreach: "Read the latest notes from the HubSpot deal record, combine it with their recent company news, and send a personalized intro email via Gmail."
- Inbox Zero for Sales: Automatically archive "Out of Office" replies, flag positive responses for your review, and update the CRM status to "Responded" simultaneously.
This bridges the gap between your data and your communication, turning static records into active conversations.
Three Major Integrations
We haven't just added "email support"; we've built deep, provider-specific integrations to leverage the unique features of each platform.
1. Gmail (OAuth 2.0)
Full integration with the Gmail API using secure OAuth 2.0 authentication.
- Smart Features: Manage labels, handle trash, and thread-aware replies.
- Search: Use the full power of Gmail's search query syntax (e.g.,
from:ceo@example.com is:unread). - Safety: Scoped access ensures the bot respects your security boundaries.
2. Outlook (Microsoft Graph)
Built on the modern Microsoft Graph API.
- Scheduling: Draft emails now and schedule them for deferred delivery—perfect for landing in a prospect's inbox at 9 AM their time.
- Conversation Awareness: Retrieve full conversation histories to give the agent context before drafting a reply.
- Folder Management: organize emails into custom folders automatically.
3. Generic IMAP/SMTP
For everyone else—Yahoo, iCloud, Fastmail, Zoho, or your own Postfix server.
- Universal Compatibility: Works with any standard IMAP/SMTP provider.
- Presets: One-click configuration for popular providers like ProtonMail Bridge and AOL.
Responsible Usage & Best Practices
With great power comes great responsibility. Direct programmatic access to your email account is a powerful tool, but it requires careful usage to avoid being flagged by spam filters or blocked by your provider.
- Human in the Loop: We strongly recommend starting with workflows that draft emails for your review rather than sending them automatically. Trust, but verify.
- Gradual Ramp-up: If you are using a new domain or account, do not send hundreds of emails on day one. "Warm up" your inbox by gradually increasing volume over several weeks.
- Quality over Quantity: Avoid generic blasts. Use the bot's ability to read CRM data to write highly personalized, relevant messages. High engagement rates (replies) protect your sender reputation; low engagement (deletes/spam reports) hurts it.
- Respect Limits: Be aware of your provider's daily sending limits (e.g., Gmail's 2,000/day for Workspace, 500/day for free accounts) and stay well below them.
Get Started
These features are available immediately in the v0.2.1 release. Run uv self update (or pull the latest image) and restart SDRbot to see the new Email Services category in your setup menu.
Happy emailing!