Marloo

Link your email account to keep your inbox and your Marloo clients in sync.

Setting up your Email Integration on Marloo

How to enable Marloo webhooks, point them at a URL (including Zapier), and subscribe to document and meeting events.

Setting up webhooks

Quick answers to the most common questions about connecting your calendar, email, and other integrations in Marloo.

Calendar & Integrations — FAQ

How to connect your calendar to Marloo to automatically record meetings

Calendar Integration

How to connect your Outlook account to Marloo for calendar sync, email conversations, and contact import — plus troubleshooting common issues.

Connecting Microsoft Outlook to Marloo

A lot of your client data and context lives in email: commitments, decisions, documents shared back and forth. Connect your inbox and keep your Marloo clients in sync.

Work smarter with Marloo Email integration

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Liam McGuire

Integrations

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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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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.

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