Overview
You can use your own Microsoft 365 or Gmail address when you send quotes through Triumph Intelligence. Your clients will see your email - an address they recognize - on quotes and bids, and a copy of the message will land in your Sent folder. You'll also be notified when a message fails to send.
Connecting your Email
Connecting your inbox lets bid requests and quotes send from your own address instead of Triumph's system address.
You'll need a Google Workspace or Microsoft 365 account with an individual mailbox. Shared and team mailboxes are not supported. If your company blocks third-party apps, your IT team may need to approve Triumph Intelligence first.
In the Intelligence app, go to Preferences:
Select the Integrations tab.
Select Google or Microsoft.
Sign in to your email account and approve the permission request.
Your status will show as Connected when your email is properly connected and ready to go. To disconnect your email, select Disconnect on the same tab. Bid requests and quotes will revert to sending from the Triumph system address.
Privacy and Security
We send your quote or request only when you click Send in the platform.
We do not read your inbox.
We store the timestamp, recipient, subject and status of each send. We do not store the message body.
Your connection is encrypted, and disconnecting revokes our access immediately.
When a Send Fails
The quote or bid shows an Error status on the Quotes or Bids tab. Hover over the status for the reason. Most failures are an expired connection. You can reconnect using the instructions above.