Google GSuite integration

If you use GSuite for your emails, you can configure Gmail to automatically forward your emails to the matter inside InTouch.

Setting this up involves two steps:

  1. Creating a forwarding address
  2. Creating a forwarding rule
    Each team member in you're firm will need to set up their own custom forwarding rule.

Creating a forwarding address

  1. Login to your Gmail account using a web browser
  2. Select the Cog icon in the top right corner
  3. See All Settings
  4. Select the tab Forwarding and POP/IMAP
  5. Add a forwarding address
    1. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
    2. For Australian customers: mail@aus.inbound.intouch.cloud
    3. For those in the Bahamas: mail@bhs.inbound.intouch.cloud
  6. Next > Proceed
  7. Once complete, email support@intouch.cloud to let us know that you have set this up
  8. We will confirm this on your behalf

Creating a forwarding rule

  1. Login to your Gmail account using a web browser
  2. Select the Cog icon in the top right corner
  3. See All Settings
  4. Select the tab Filters and Blocked Addresses
  5. Create a new filter
  6. Enter [ITR: into the subject field
  7. Create Filter
  8. Tick Forward it to: and input the relevant email address:
    1. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
    2. For Australian customers: mail@aus.inbound.intouch.cloud
    3. For those in the Bahamas: mail@bhs.inbound.intouch.cloud
  9. Create filter

Now all received emails that contain a valid ITR code in the subject will be automatically attached the relevant matter on InTouch.

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