Emails capture

# With Gmail - Google Workspace

# Whitelisting of Skalin within Google Workspace

It is possible that the administrator of your Google Workspace account has security rules that block authentication. In this case, your administrator will need to approve the Skalin application within Google Workspace.

In this case, go to the administration console https://admin.google.com/ (opens new window) Then : Security > API commands > Application access control

Then click on “MANAGE ACCESS FOR THIRD PARTY APPLICATIONS” then click on “Configure a new application”

Select the first option from the drop-down menu

Find the Skalin application using its identifier:
1084505231477-a7f3mcoo4bqu6rvtrtj65ip5arcl4dmn.apps.googleusercontent.com

Select the Skalin line and click on “SELECT” and finally select the option “Application approved: can access all Google services” then “CONFIGURE ”.

# Grant access to Gmail and Google Calendar

Once connected to the application, each user must give Skalin authorization to access their Gmail pro account as well as their calendar.

To do so, click on your profile icon (top right) then on “My Profile”.

In the window that opens, click on the “Connect” button and authenticate with your logins and password Google.

The screen now indicates that you are connected.

# With Outlook - MS Exchange

As a Skalin user, you have an email address of the type {skalinId}@app.skalin.io and an address {skalinId}@forward.skalin.io. This address is reserved for your account and can be used by everyone in your organization.

Two operations are necessary to centralize all of your email exchanges. These operations must be carried out for all users.

# Incoming emails

To centralize the emails received, it is necessary to configure the automatic transfer of your mails to the Skalin address of your account. To do this, we invite you to follow the detailed procedure by Microsoft on its site (opens new window) (select the MS Exchange version corresponding to your configuration at the top left of the page). This configuration is done once for each user.

Note

Skalin only centralizes emails sent by existing contacts in the platform. Other messages are automatically rejected.

Address to use

{skalinId}@forward.skalin.io

Structure of the forwarded email

The header of the forwarded message, generated by your email client must be present:

---------- Forwarded message ---------
From:sender@domain.com
Date: Sun, Feb 7, 2021 at 1:06 AM
Subject: Test history
To: user@domain.com;user2@domain.com

# Emails sent

To centralize the emails sent, it is necessary to add the Skalin address of your account as a BCC of all your emails. You can either do it manually or do it automatically (recommended).

To automatically BCC your emails, it is necessary to install a macro - it's very simple. 3 steps are enough:

1- In Outlook, press Alt + F11 to open the Macro window

2- Copy / paste the following code, taking care to modify {skalinId} by your identifier

Private Sub Application_ItemSend(ByVal Item As Object, Cancel As Boolean)
   Dim olRecip As Outlook.Recipient
   Set olRecip = Item.Recipients.Add("{skalinId}@app.skalin.io")
       olRecip.Type = olBCC
       olRecip.Resolve
End Sub

3- Save and close

Note

This must be done on the whole terminals used.

# Addition via Hubspot

Hubspot> Configuration> General> Email> Manage additional CCI addresses.

# Manual addition

If you do not want to go through the automatic addition or if you occasionally use a terminal that is not configured, it is possible to add the Skalin address of your account as a hidden copy of your emails using the field bcc (see Microsoft procedure (opens new window)).