Integrating Your Microsoft Outlook Email Account with TrustWorks

At TrustWorks, we prioritize maintaining a consistent and professional communication channel with your clients. By default, all emails sent from the TrustWorks platform are dispatched from our standard address: no-reply@trustworks.io. To personalize your email communication, we offer the flexibility to send emails directly from your own mailbox.

This guide outlines the steps to integrate your Microsoft Outlook email account (including Office 365) with TrustWorks using OAuth 2.0 authentication, ensuring secure and seamless communication.

Configuring Your Outlook Email Integration in TrustWorks

Add Email Connection Details

1. Log in to your TrustWorks account.
2. Navigate to the Integrations section and select Email as the integration type.
3. Select the Authentication method - OAuth 2.0
4. Enter the following connection details:

• SMTP Server Address: e.g., smtp-mail.outlook.com
• SMTP Port: e.g., 587 (use this port for TLS/STARTTLS connections)
• Sender Address: Your Outlook email address.
• Sender Name (optional): The name you wish to appear as the sender in your emails.

Connect via Microsoft OAuth 2.0

5. Click Connect via Microsoft to authenticate your email account.
6. You will be redirected to the Microsoft login page. Sign in with your Outlook/Office 365 credentials.
7. Grant the required permissions to allow TrustWorks to send emails on your behalf. Once authentication is complete, you will be redirected back to TrustWorks.

Test and Save the Configuration

8. If successful, click Save.

Your Outlook email account is now integrated with TrustWorks, and you can select it as your sending address within the workflow builder when configuring the communication channel.

You can also swap the mailbox for all Data Subject Requests (DSRs) related communication.

Integrating your Outlook mailbox with TrustWorks not only streamlines your communication process but also reinforces your brand's presence in every email you send. Should you encounter any issues during the integration process or have further questions, please do not hesitate to contact our support team for assistance.