Email Integration - Overview

Service Autopilot offers an email integration subscription that forwards emails from your email provider into SA. This reduces the number of applications you'll need to use to complete a task.

Note: Email integration will only forward inbound emails. Any outgoing replies should be sent from within SA to ensure all emails are documented.

There are four significant steps to Email Integration:

  1. Enable Email Integration - Before you can integrate an email address, you'll need to enable the User Right for your desired role.
  2. Set Up Email Integration in SA - This step connects your email address to SA, giving your company a forwarding email address. 
  3. Set Up Email Forwarding - To complete integration, you must go inside your email provider (Outlook, Gmail, Microsoft, and iCloud) to forward the emails to your company's new forwarding email address.
  4. Disconnect Email Forwarding - If needed, you do have the option to disconnect an email address from the email integration feature.

You can visit our Help Center to view the Email Integration Workflow in action.

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