Service Autopilot offers an email integration subscription that can bring emails from your email provider directly 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:
- Enable Email Integration - Before you can integrate an email address, you'll need to enable the User Right for your desired role.
- Setup Email Integration in SA - This step connects your email address to SA, giving your company a forwarding email address.
- Setup 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.
- Disconnect Email Forwarding - If needed, you do have the option to disconnect an email address from the email integration feature.