Overview
Email Integration brings all your client emails into Levvy, automatically organised around your firm’s workflows. Connect a shared inbox and every conversation — including emails from senders not yet added to Levvy as contacts — appears in a single, clean view mapped to the right client profile.
Use Email Integration to:
Read every email sent to or received from a connected inbox, without leaving Levvy
Create a task from any email in one click — with the full thread attached
Filter conversations by workflow tag to focus on exactly the right work
Catch emails from new vendors, inbound leads, and automated billing — not just known contacts
What’s Available Now vs. Coming Soon
| Available now | Coming soon |
Inbox visibility | All users with access to a client’s profile can see their emails | Only selected users can see the inbox (granular permissions) |
Read, send and delete emails | Read only | Send and delete emails |
Retrieve latest emails | Manual refresh to retrieve new emails | Automatically retrieve new emails |
Create a task from an email | Tasks created from emails appear in the workspace with the full email thread in task notes | Tasks created from emails will surface back in the email thread |
Apply workflow tags to emails | Filter emails by workflow tag in the client profile | Tagged emails appear directly inside the related task |
How to Use Email Integration
Step 1: Connect an inbox
Navigate to a Client Profile
Select the Inbox tab
Click Connect Inbox and enter the email address and password for the inbox you want to sync
Choose the time period of historical email you want to sync.
Levvy will begin syncing all emails sent to or received from that inbox immediately
Note: You can connect a shared firm inbox (e.g. [email protected]) or an inbox managed on behalf of a client. Each inbox can only be connected to one client profile at a time.
Step 2: Read your inbox
Once connected, all conversations appear in the Inbox tab of the client profile
Emails from senders not yet added to Levvy as contacts are included — not just known contacts
Junk, spam, and deleted emails are filtered out automatically
Click into any conversation to read the full thread without leaving Levvy
Note: To retrieve the latest emails, refresh the inbox manually. Automatic email syncing is coming in a future update.
Step 3: Create a task from an email
Open any conversation in the inbox
Click Create Task. Ad hoc task will be created and added to the workspace
The full email thread is automatically attached in the task notes
The task assignee can read the full context without switching to email
Note: Currently, tasks created from emails appear in the workspace but do not surface back inside the email thread. This two-way link is coming in a future update.
Step 4: Apply workflow tags to emails
Levvy automatically creates a workflow tag for every activated workflow in your account — such as Monthly Bookkeeping or Tax Preparation
Tags are applied to conversations so emails are organised by the service they relate to
Use the tag filter in the inbox view to show only conversations for a specific workflow
Tags are generated from your activated workflows — no manual setup required
What’s Available Now vs. Coming Soon
| Available now | Coming soon |
Inbox visibility | All users with access to a client’s profile can see their emails | Only selected users can see the inbox (granular permissions) |
Read, send and delete emails | Read only | Send and delete emails |
Retrieve latest emails | Manual refresh to retrieve new emails | Automatically retrieve new emails |
Create a task from an email | Tasks created from emails appear in the workspace with the full email thread in task notes | Tasks created from emails will surface back in the email thread |
Apply workflow tags to emails | Filter emails by workflow tag in the client profile | Tagged emails appear directly inside the related task |
FAQ
Which emails appear in my inbox?
All emails sent to or received from your connected inbox are visible — including messages from senders not yet added to Levvy as contacts. So if you’re doing accounts payable for a client, you won’t miss invoices from new vendors or automated billing emails.
Junk, spam, and deleted emails are filtered out automatically to keep the view clean. If you’ve connected a firm inbox like [email protected], inbound leads and prospect enquiries will also appear.
Can I hide specific emails from my inbox?
Not currently. All emails in a connected inbox are visible to any team member with access to that client’s profile. If an inbox contains emails you’d like to keep private, you can disconnect it from Levvy in the meantime.
My client has multiple entities that share the same email address. Can I connect the same email to different client profiles?
Each email inbox can only be connected to one client profile at a time.
If multiple entities share the same address, you can still route work to the right profile — when creating a task, use the client dropdown to select the correct entity. This keeps each piece of work mapped accurately even when the email is shared.