Plan Availability | Professional and Enterprise plans |
Permissions | Guests, General Access, Solution Creators, or Administrators |
Related Reading |
Key Features
Link your Outlook account to SmartSuite for seamless email integration.
Send and receive emails directly within records.
Manage your connected email accounts easily.
Note: Your email account should be unique to you and not shared with other team members.
Connecting from the Communication Center
To link your Outlook account with SmartSuite:
Open any record.
Click the chat icon (comments field) in the top-right corner.
Navigate to the Email tab (enable it in settings if necessary).
Select New Email.
In the From field dropdown, choose Manage Email Accounts.
Your profile will open to the Connected Emails section.
Click Add Microsoft Account.
During authentication, grant the requested permissions to allow SmartSuite to view, send, and receive emails.
Close the profile popup by clicking the X in the upper-right corner.
You can now select your connected Microsoft email account when composing a new email.
Creating a new email in Communications Center:
Selecting Manage Email Accounts:
Select Add Microsoft Account:
Microsoft Account Successfully Added:
Selecting a Connected Microsoft Email account:
Connecting Outlook from Workspace Settings
You can also manage connected email accounts via your Personal Information settings:
Click your profile dropdown.
Select Personal Information.
Navigate to the Connected Emails tab.
Click Add Microsoft Account or Gmail Account.
During authentication, grant the requested permissions.
Note: Permissions may vary based on your organization’s Microsoft configuration.
Select Connected Emails in User Profile:
Connected Emails Section:
Removing a Connected Microsoft Account
To remove a connected account:
Go to the Connected Emails section in your profile.
Click the trash icon next to the account.
Important: Only one Microsoft account can be connected at a time. Remove the current account before adding a different one.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team needs to coordinate email communications for campaign outreach.
Solution: Each team member connects their Outlook account to send emails directly from records.
2. Customer Follow-Up
Scenario: A sales representative wants to follow up with leads using personalized messages.
Solution: Link Outlook to SmartSuite to draft and send follow-up emails without switching platforms.
3. Issue Resolution
Scenario: The support team handles customer queries from SmartSuite.
Solution: Use connected Outlook accounts to reply to customer issues directly within relevant records.