ClientSuccess

Learn how to connect a Microsoft Exchange email account to ClientSuccess via IMAP, including server address, port, SSL settings, and sync requirements.

Connecting a Microsoft Exchange Account

Learn how to connect an Office 365 or Outlook email account to ClientSuccess, including required Microsoft permission scopes and app password setup.

Connecting an Office 365 or Outlook Account

Learn how to set up email integration with ClientSuccess for Gmail, Office 365, and Microsoft Exchange so emails sync to the Engagement module.

Email Integration with ClientSuccess

Learn how a G Suite domain administrator installs the ClientSuccess app so users can authenticate Gmail for the email integration domain setup.

Gmail/ClientSuccess Email Integration:  Domain Setup

Articles regarding individual user email integration setup, templates, and campaign setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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