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    Salesforce Integration · Intermediate

    What are the key steps for Property Admins to set up email integration in Thynk.cloud?

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    Short answer

    Enable the Outlook and Office 365 integration, connect mailboxes via OAuth 2.0, choose what syncs and confirm emails log to the right records.

    Full answer

    Property admins set up email integration in Thynk in a few steps.

    1. Enable the Outlook and Office 365 integration for your organisation.
    2. Users connect their mailbox securely with OAuth 2.0 authentication.
    3. Define what is synchronised, such as emails, meetings and contacts.
    4. Check that emails are logged against the right accounts, contacts and bookings.

    Once set up, users can log emails and meetings automatically and work with Thynk directly from Outlook, so every client conversation is visible to the team.

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