UnionStack

Email · 8 min

Introduce an approved mailbox safely

Test authorization, retrieval, sending and visibility before production use.

Connect a controlled test mailbox first. Provider access is a configuration and governance decision, not only a technical setup step.

Step 01

Approve the mailbox

Confirm ownership, intended users, retention expectations and the provider method before authorizing UnionStack.

Step 02

Test both directions

Use harmless messages to verify inbound polling, sender identity, outbound delivery, threads and attachments.

Step 03

Confirm visibility

Test which staff can open the mailbox and how related conversations appear from connected records.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Start a 30-day trialRequest a walkthrough

Credit card required. Automatic billing after 30 days.