PLEASE NOTE: Email integration can occur on both a personal and organisational level. To find out more about how to do this on a personal level, click here.
Email integration to streamline your email processes
Trail can integrate with your email account if your provider is Gmail or Outlook 365.
Linking your organisation's shared inbox with Trail, such as a 'support' or 'info' email address, has various benefits including:
Emails sending to clients from your organisation email address if a user does not have their personal email integrated
Allowing you to email clients directly from the software
Pulling emails that have been sent or received from clients and displaying them in the timeline of your client's Profile
How to integrate your organisations email
Go into your Organisation Email Integration Settings
Select Share Inbox Link.
Follow the same steps as outlined in our Gmail/Outlook guides
(linked in previous step)You have connected an email address to your Organisation Shared Inbox 🎉
Without email integration, all your emails will be sent from the support@gettrail.com email address.
Emails not sending properly
If you have integrated your email, but you are receiving an error message when you try to send an email to a client, please read this article.