AI entity linking.
Zero manual matching.
Emails and calls attach to the right contacts and deals automatically—confidence scores, overrides, and workflows that finally hit the right record.
Every touchpoint on the right timeline.
Stop hunting for which deal an email belonged to.
Auto-link emails to records
Inbound and outbound email threads attach to the right contact or deal without drag-and-drop or manual search.
Auto-link calls to CRM
Every logged call lands on the correct contact or opportunity so disposition and AI analysis stay in one place.
AI matching algorithms
Models weigh addresses, names, companies, and conversation context—not just exact string matches.
Confidence you can trust
Every suggestion carries a confidence score so reps can accept, merge, or correct in one click.
Relationship tracking
See how people, companies, and deals connect across every channel—not siloed in inboxes or dialers.
Workflow-ready data
Linked entities power triggers: follow-up tasks, owner assignment, and sequences fire on the right record.
Who benefits from auto-linking
Less tab switching. Cleaner CRM. Automation that fires on the right row.
Sales reps
Open a contact and see every email and call—no forwarding or paste into notes.
Marketing ops
Campaign replies land on real people and opportunities for attribution you can defend.
Support & success
Full conversation history across channels without asking customers to repeat themselves.
RevOps & admins
Fewer duplicates, better data hygiene, and workflows that don’t misfire on the wrong record.
What you'll achieve
Complete timelines. Trustworthy automation. Less clerical work.
Activities scattered across inboxes and dialers?
If emails and calls don’t attach to the right CRM row, reporting breaks and automation misfires. AI entity linking keeps every touchpoint on the correct contact or deal.
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Email analysis + linking
Sentiment and action items mean more when they’re on the right opportunity.
AI email analysisLink everything in three steps
Ingest, match, confirm—then automate with confidence.
Connect channels
Sync email and telephony so every message and call is available for matching.
AI proposes links
Multi-signal scoring suggests contact and deal associations with confidence.
Automate the follow-through
Workflows, tasks, and sequences run on the linked record—no manual cleanup.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Emails and calls are matched to contacts and deals using addresses, phone numbers, names, companies, and conversation context.
Users can override links; the system learns from corrections. Low-confidence matches can be held for review.
Yes. Bulk processes can backfill threads and calls so older data benefits from the same intelligence.
Automations run on the correct contact or deal—tasks, assignments, and sequences attach where they belong.
Yes. Once linked, email and call activity appear on the unified timeline for that person or opportunity.
Enable entity linking on your tenant; connect email and telephony. Start a free trial or book a demo.
Ready for automatic entity linking?
Free trial. Emails and calls that land on the right CRM records—every time.
