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 Outlook email account (including Office 365) with TrustWorks, allowing for a more branded communication experience.

Configuring Your Outlook Email Integration in TrustWorks

To enable Microsoft Outlook mailbox integration, follow these steps:

Check Your POP, IMAP, and SMTP Settings for Outlook.com

For integration with TrustWorks, you will need the following: SMTP Server Address and SMTP Port.

Log in to Your TrustWorks Account

Navigate to the Integrations section and select Email as the integration type.

Fill in the Integration Details
- SMTP Server Address: e.g., smtp-mail.outlook.com
- SMTP Port: e.g., 587 (use this port for TLS/STARTTLS connections)
- Credentials:
  - Username: Your full Outlook email address (including @outlook.com, @hotmail.com, @live.com, or your custom domain if applicable).
  - Password: Your mailbox password.
  - Sender Address: Your Outlook email address.
  - Sender Name (optional): The name you wish to appear as the sender in your emails.

Test and Save the Configuration
- Click Test Connection to ensure the setup is correct.
- 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.