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Calendar & Emails

Connection Options

Google Account (Gmail & Google Calendar)

  1. Go to Settings → Accounts
  2. Click Add account
  3. Select Continue with Google
  4. Authorize Grovana to access your Gmail and Google Calendar
  5. Configure email sync settings (visibility, auto-creation) → click Next
  6. Configure calendar sync settings (visibility, auto-creation) → click Add Account
  7. Your emails and calendar events will start syncing automatically

Microsoft Account (Outlook & Microsoft Calendar)

  1. Go to Settings → Accounts
  2. Click Add account
  3. Select Continue with Microsoft
  4. Authorize Grovana to access your Outlook and Microsoft Calendar
  5. Configure email sync settings (visibility, auto-creation) → click Next
  6. Configure calendar sync settings (visibility, auto-creation) → click Add Account
  7. Your emails and calendar events will start syncing automatically

IMAP/SMTP/CalDAV Setup (Other Providers)

For other email and calendar providers:

  1. Go to Settings → Accounts
  2. Configure IMAP settings to sync incoming email and SMTP settings to send email
  3. Configure CalDAV settings for calendar
  4. Test the connection

Note

Self-hosting on an internal network: By default, Grovana refuses outbound connections to private/internal IP addresses (SSRF protection). If your mail, calendar or identity provider server runs on a local/private IP (e.g. an on-premise server on a LAN), connections to it will be blocked. To allow them, list the hostnames or IP literals in the following environment variable on the server:

OUTBOUND_HTTP_ALLOWED_INTERNAL_HOSTS=mail.internal,keycloak,192.168.1.10

Entries are matched on the hostname only (keycloak, not http://keycloak:8080/realms/…), without wildcards. Every other outbound request (HTTP workflow actions, webhooks, SSO and IMAP/SMTP/CalDAV connections) stays protected, and even an allowed host can never reach the cloud metadata address range. Set it to * to disable the protection entirely, which is only appropriate on trusted, isolated networks. If you previously set OUTBOUND_HTTP_SAFE_MODE_ENABLED=false, remove it: while it is set, the protection stays fully off and the list is ignored.

Multiple Mailboxes

  • Unlimited Accounts: Connect multiple email accounts per user
  • Account Management: Switch between different mailboxes
  • Sync Settings: Configure different settings per mailbox

Warning

Only true mailboxes can be connected (e.g., support@domain.com with its own inbox). Email aliases that forward to another mailbox cannot be connected to Grovana.

Email Configuration

Message Visibility

Choose different levels of visibility for your emails:

  • Metadata Only: Share only basic information (sender, recipient, date, time)
  • Subject and Metadata: Share subject line along with metadata
  • All Email Content: Share entire email content including attachments

Contact Auto-Creation

  • Deactivated: No automatic contact creation
  • For messages sent and received: Create contacts for all external email interactions
  • For messages sent only: Create contacts only for emails you send
  • Note: By default, internal emails (where all participants share your domain) are not synced to protect privacy

Note

When enabled, contacts are automatically linked to their Company records based on their email domain. If the company doesn't exist yet, Grovana creates it for you.

Note

Syncing internal emails: The "internal emails not synced" behavior is the default, but it can be turned off. The toggle lives in advanced settings:

  1. Open Settings and enable the Advanced toggle at the bottom of the settings page
  2. Go to General → Security
  3. Enable the Sync Internal Emails toggle to include emails where all participants share the same domain

This is a workspace-wide setting (useful for universities or shared-domain organizations).

Control which emails get synced with Message Folder Selection

Control which email folders sync with Grovana:

  1. Go to Settings → Accounts and select your connected email account
  2. Choose which folders to sync:
    • Inbox: Primary incoming emails
    • Sent: Outgoing emails you've sent
    • Custom Folders: Any specific folders you want to include
    • Exclude Folders: Skip folders like Spam, Trash, or personal folders

This gives you precise control over which emails appear in your CRM without syncing everything.

What Gets Synced:

  • External Emails: All emails with external contacts from selected folders
  • Internal Emails: Not synced by default (same domain emails remain private). Enable the Advanced toggle at the bottom of Settings, then turn on Sync Internal Emails under General → Security to include them workspace-wide.
  • Attachments: Coming in H1 2026

Note: We don't provide a CC email address for selective syncing. Instead, use the Message Folder feature above to achieve the same level of control over which emails sync with Grovana.

Calendar Configuration

Event Visibility

Choose what will be visible to other users in your workspace:

  • Everything: The whole event's details will be shared with your team
  • Metadata: Only date and participants will be shared with your team

Contact Auto-Creation for Meetings

  • Yes: Automatically create contacts for meeting participants not in your CRM
  • No: Only link meetings to existing contacts

Note

When enabled, contacts are automatically linked to their Company records based on their email domain. If the company doesn't exist yet, Grovana creates it for you.

Control which events get synced

  • Meeting Import: Automatically import calendar events
  • Contact Linking: Link meetings to People and Company records

What Gets Synced:

  • Meetings: Calendar events with external participants
  • Contact Linking: Events automatically linked to CRM records
  • Team Events: Shared calendar visibility

Sync Frequency

Updates every 5 minutes: Both email and calendar data sync automatically every 5 minutes after the initial import.

Note

Initial sync timing: Calendar sync completes quickly (usually within minutes), while email sync takes longer for large mailboxes. Grovana imports emails at approximately 400 messages per minute (limited by Gmail API rate limiting), so a mailbox with 10,000 emails takes about 25 minutes. Don't worry if you see contacts from calendar events appearing before your email contacts; this is normal behavior.

Next Steps