How do I connect to Gmail or Outlook?
How do I connect to Gmail or Outlook?
As an organization administrator on the platform, you can enable email integration by navigating to the Settings section of your account. From the Tools section in the platform, you can authenticate with your personal accounts following the prompts.
How do I know if I'm connected to Gmail or Outlook?
How do I know if I'm connected to Gmail or Outlook?
After completing the authentication process, a confirmation message will be displayed in the platform. Additionally:
All emails will be sent from your personal email account.
You can verify this by checking your Sent folder in your connected Gmail or Outlook account.
Can anyone use the email integration?
Can anyone use the email integration?
No, the integration must first be enabled by the organization administrator. Afterward, each user will need to connect their own Gmail or Outlook account to send emails through the platform.
Is the email integration free?
Is the email integration free?
The email integration is available as a free trial until the end of January 2025. After the trial period, it will be included in the Core and Advanced subscription plans.
Is it safe to send emails using the platform?
Is it safe to send emails using the platform?
Yes, sending emails through the platform is safe. Emails are securely sent to any valid email address using your authenticated Gmail or Outlook account.
What happens if I disconnect my email account?
What happens if I disconnect my email account?
If you disconnect your email account from the platform, you will no longer be able to send emails until you reconnect it. Existing email logs within the platform will remain accessible.
Can I use both Gmail and Outlook at the same time?
Can I use both Gmail and Outlook at the same time?
No, you can authenticate with both at the same time, however the system will use the last provider connected. You would need to disconnect and reconnect the accounts again, in case you want to switch accounts.
Can I send bulk emails using the integration?
Can I send bulk emails using the integration?
No, the integration is designed for individual email communication related to tasks within the platform. Bulk email functionality is not supported.
Will my email signature be included in emails?
Will my email signature be included in emails?
Yes, the platform will automatically include your configured email signature when sending emails. You can manage your signature in the Email Configuration section under My Profile.
What happens to emails sent before I connected my account?
What happens to emails sent before I connected my account?
Emails sent before connecting your email account are sent through the platform's default service. These emails are logged in the platform but won’t appear in your personal Gmail or Outlook Sent folder.
Can I customize the email address shown to recipients?
Can I customize the email address shown to recipients?
No, emails will always be sent from your connected Gmail or Outlook account, and recipients will see your personal email address.
What if I encounter an error during setup?
What if I encounter an error during setup?
If you encounter issues while connecting your email account, check the following:
Ensure you have the correct credentials.
Verify your email provider’s permissions.
Contact your organization administrator or our support team for further assistance.
Does the integration support multiple accounts for one user?
Does the integration support multiple accounts for one user?
No, each user can connect only one email account at a time. If you need to switch accounts, you’ll need to disconnect and reconnect with the new account