Step 1: Email Integration
- Go to Settings and navigate to the Integrations tab.
- Under Email Integration, connect your email suite—either Google Workspace or Microsoft 365.

Option 1: Connect Microsoft Outlook
- Select Microsoft Outlook.
- Enter your email address and password to connect your Outlook account.
Option 2: Connect Google Workspace
- Select Google Workspace.
- Enter your email address and password.
- Grant Webbtree permission to view your emails and send emails on your behalf.