This feature is available for users on Core, Advanced and Enterprise account plans.
Setting up the Email Integration
New Feature
What's New: Users now can integrate their Outlook or Gmail accounts directly with Estateably. This enhancement allows emails to be sent from the user's personal or professional email accounts rather than through Estateably's system without changing the current format.
Setup Process
Before you can use the email integration, the organization's admin must first enable it at the account level. Once enabled, follow these steps:
Step 1: Enabling/disabling the integration
How to enable (for org admins)
Log in to Estateably: Access your account using your credentials.
Navigate to Settings:
Click on the Settings icon, usually found in the top right corner of your screen.
Access Integrations:
Within the left side menu, select Integrations.
Choose Your Integration:
You will see an option to Enable Integrations on the right side of the screen.
Click Enable Integrations
A list of available email integrations will appear: Gmail and Outlook.
How to disable (for org admins)
Log in to Estateably: Access your account using your credentials.
Navigate to Settings:
Click on the Settings icon, usually found in the top right corner of your screen.
Access Integrations:
Within the left side menu, select Integrations.
Choose Your Integration:
You will see an option to Disable Integrations on the right side of the screen.
Click Disable Integrations
The list of integrations will be greyed out and not available: Gmail and Outlook.
Step 2: Authentication
How to authenticate (for users)
1. Navigate to Tools:
On the navigation menu, select the Tools tab.
2. Access Integrations:
From the Tools dropdown, choose Integrations.
3. Select the Email Integration:
In the list of integrations, find the one for your email provider, such as Microsoft Outlook or Gmail, and click it.
4. Configure the Integration:
A prompt will appear asking you to configure the integration.
Follow the on-screen instructions to connect your personal email account (Outlook or Gmail) to Estateably.
You can set a default name to the integration, click Next.
Connect with Outlook or Gmail account by click Connect or Sign in with Google.
You will need to login and authorize with the provider.
*Note: If you authorize with both providers, the system will use the last account connected to send emails from the platform.
After successful configuration, a prompt will indicate the successful connection, and your email integration will be ready to use. Please refer to the screenshots below.
5. Pause the Integration:
Go to Tools -> Integrations
Select the integration you would like to pause
Select the 3 dots next to Reconfigure
Select Pause Integration
This process will simply just put the integration on pause, and your Estateably email address will be used to send emails rather than your personal provider. A yellow icon will reflect this action.
To Unpause the integration, follow the same steps and select Unpause Integration.
6. Deactivate the Integration:
Go to Tools -> Integrations
Select the integration you would like to pause
Select the 3 dots next to Reconfigure
Select Deactivate Integration
A prompt will display to confirm the deactivation.
Type in the word Delete and select the option to Deactivate.
This process will deactivate the integration on your account. To Reactivate, you will be asked to sign back in with your provider.