Email & Integration

An overview of what you can do within the Email & Integration section within Configuration.

In this part of the Configuration area you can:

• Control whether or not emails from within your database are sent via the Workbooks server, 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 any mailing lists which they are 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