- Welcome to the Knowledge Base
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Marketing
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Workbooks Web Insights
- Tracking Code
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
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- GatorMail Integration
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Integrations
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
How to relate an Email to a Record using the WESS Add-in
If an email is related to a specific Record such as an Opportunity or Case it is possible to create a link between the email and the record within the WESS Add-in. Once a Record has been related to an email it will then appear in the sidebar where it can be easily opened and reviewed within Workbooks. This allows users to quickly and effectively manage emails within Outlook without the need to look for data in two systems, this then ensures that data is easy to find across multiple users' mailboxes.
To link an Email to a Record you will first need to find it, this can be done by using the WESS Add-in's Search Bar.
Note: You may want to consider using the filter (funnel icon) to search within a specific record type to return more accurate search results at a greater rate.
Any results returned will then appear in the sidebar and a summary of the records found will appear at the bottom of the screen, the Email can then be linked to the Record by using the Link Item button that appears on the record's card within the WESS Add-in.
Once the Email has been linked to the Record the link Item will change to Unlink Item allowing you to remove the link between the Email and the Record as required.
You will then be able to find the email attached to the Record within Workbooks for easy review: