Communication Hub
Communication Hub#
The Communication Hub is the unified inbox for all customer interactions. Every email, phone call, SMS message, and meeting is automatically logged against the relevant contact, company, opportunity, or case. Your team never needs to manually log calls or copy-paste emails again.
The hub integrates with Gmail and Outlook for email sync, Twilio for voice calls and SMS, and Zoom for video meetings. Call recordings are transcribed automatically via Fireflies.ai and the summary is attached to the activity record.
Sarah Chen
10:32 AM
Renewal discussion — 18 min
Marco Polo
9:15 AM
Re: TechBridge contract — Please see attached
David Park
Yesterday
Quick question about pricing
Alice Ng — Zoom
Yesterday
FluxCorp implementation kickoff — Transcript available
Email sync setup
- 1Go to Admin → Integrations and click Connect next to Gmail or Outlook.
- 2Authorise access via the OAuth popup.
- 3Choose whether to sync All Emails or only emails matching CRM contacts.
- 4Configure the sync lookback period (up to 12 months of history).
- 5Emails will begin appearing on contact and opportunity timelines within minutes.
Making calls with Twilio
With Twilio connected, a Call button appears on every contact record and in the communications module. Clicking it opens the soft-phone dialler inside Coeffection. Calls are recorded (with the appropriate consent notice), transcribed, and attached to the contact timeline. You can add notes during the call that are saved alongside the recording.