Pageport

Quick steps to integrate your Gmail account with Pageport.

Integrating Google email

Integrate your Outlook account with Pageport.

Integrating with Microsoft Outlook

Integrating with Microsoft Exchange for LPL advisors

Learn how to set or adjust your daily email sending limits to avoid spam and ensure your account can handle you incoming lead volume.

Email daily limits

Learn how to set custom "from" and "reply to" fields when sending emails.

Setting Up Custom “From” and “Reply To” Email Addresses

Adding and Updating Your Email Signature

Integrating with Microsoft Exchange

Integrating with IMAP

Learn why your emails may not be sending, and how to authenticate a broken email integration.

Broken Email Integrations

Instructions for setting up and managing your email integration in Pageport.

Email Integrations

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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