I have a 3rd party email that I use. Is there a way to integrate the 3rd party email platform with infusionsoft?
Objective: When I receive or send emails from the 3rd party email platform, I’d like the emails to be linked to the contact in infusionsoft. Also, I’d like any emails sent from infusionsoft to go through the 3rd party platform for compliance purposes. Is this possible?
I am an investment advisor and need all emails to be logged for compliance purposes.