Email Integration

Gmail, Outlook, Microsoft 365, Email Contents, Outbox

Beatty W avatar
Written by Beatty W
Updated over a week ago

Watch the Video Below or Scroll Down for Written Instructions

One of the feature sets that is available to Jetpack users is the ability to integrate with your Google or Outlook account and send clients emails from directly inside of your Jetpack account. To set up this integration, follow the steps below!

 

1. First, hover over your name on the top right corner of the screen

2. Click on Settings from the main menu

3. Hit on the Integrations subtab on the top left corner 

4. Connect to the email of your choice

5. After integrating your Jetpack account with your Google or Outlook account, return to the Integrations page under the settings menu

6. Double check your Email Integration settings and make sure you select the option that reads, Send client emails using Google.

What this specific setting will do is whenever you send an email to a client inside Jetpack, the client or the recipient will see that the email is coming from you like a normal email. Without this selection, you can still email clients, however, the communication will say something like John B. via Jetpack Workflow has sent you an email which can be confusing for clients or get filtered to junk.

::Note:: With the integration and 'send client emails using Google/Outlook' option in place, whenever you send an email to a client inside Jetpack, a copy of the email along with the content will be automatically saved and stored in your Sent Folder inside your Gmail. Client responses to your email will appear directly inside of your email inbox.

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