Email & Integration

Email & Integration

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In this part of the Configuration area you can:

  • Control whether or not emails from within your database are sent via the Workbooks or your own server (we recommend the latter);
  • Maintain your API keys for external application access to Workbooks;
  • Set up forms for use on your website which can be used to auto-populate Lead and/or Case records within Workbooks;
  • Modify the layout of the form that your prospects/customers see when modifying which (if any) mailing lists they're subscribed to;
  • If licenced, you can manage your settings for Exchange Sync;
  • Configure third party mailing integrations with MailChimp, Constant Contact or dotmailer;
  • Set up integration with Postcode Lookup, if you're using that functionality;
  • Invoke any Integration Processes which have been configured to display on the System Configuration Panel.