July

See your July deals and review CRM updates beside every Gmail thread, without leaving your inbox.

July’s Inbox Agent lives in a resizable sidebar beside your email so you can turn brand and talent threads into deal updates without switching tabs. ---------- When you open a thread July reads the conversation and surfaces proposed CRM changes — stage moves, deal values, contacts, deliverables, and more. Matching deals appear as Match Found; brand-new opportunities appear as New Deal. When several deals fit one thread, swipe through them with carousel controls and decide one at a time. ---------- Link, create, or skip Link Deal — attach the email to an existing CRM deal (with deal ID shown when you’re choosing among matches). Create Deal — spin up a new deal from the thread, with fields prefilled when July can infer them. Reject / skip — pass on a candidate and move to the next match, or clear the connection if nothing fits. Manually search and link any deal: filter by category or teammate, sort by last updated or created, then pick a card. Unlink an email from a deal anytime from the Details tab. ---------- Review and approve updates See every pending change in a clear checklist before anything hits the CRM. Approve the batch in one click, or reject when the thread shouldn’t update a deal. Hover a change to highlight the related passage in the email. When everything’s applied, the panel shows Deal up to date. ---------- After a deal is linked Jump straight into the deal in July CRM. Switch between Updates (pending and applied changes) and Details (unlink and deal context). Open History to browse past approved updates by email, with who approved and when — click an entry to jump back to that message in the thread. ---------- Install July Inbox Agent and keep deal ops in sync with every reply — match, link, create, approve, and ask — right next to the email that started it.