Getting Started with Mailoo

Last updated: Mar 25, 2026Section: Getting Started

Getting Started with Mailoo

Welcome to Mailoo! This guide will help you get up and running with your first email integration in just a few minutes.

What You'll Need

  • A Mailoo account (sign up at https://mailoo.app)
  • Access to an email service (Gmail, Outlook, SendGrid, etc.)
  • Basic understanding of email workflows

Step 1: Create Your Account

  1. Visit https://mailoo.app and click Sign Up
  2. Enter your email and create a password
  3. Verify your email address
  4. Complete your profile setup

Step 2: Set Up Your First Integration

  1. Navigate to Integrations

    From your dashboard, click on Integrations in the sidebar.

  2. Choose Your Email Provider

    Select from our supported providers:

  • Gmail (most popular)
  • Outlook/Office 365
  • SendGrid
  • Mailgun
  • Custom SMTP

  1. Configure Connection

    Follow the provider-specific setup guide:

  • Gmail: OAuth authentication (recommended)
  • Outlook: Azure AD integration
  • SMTP: Server settings and credentials

  1. Test Connection

    Use our built-in connection tester to verify everything works.

Step 3: Create Your First Automation

  1. Go to Automations

    Click Automations → Create New

  2. Choose a Trigger

  • New email received
  • Form submission
  • API webhook
  • Scheduled time
  1. Set Conditions (Optional)
  • From specific sender
  • Contains keywords
  • Attachment present
  • Custom rules
  1. Define Actions
  • Send auto-reply
  • Forward to team
  • Create task/ticket
  • Update CRM

  1. Test & Activate

    Run a test to ensure it works, then activate your automation.

Quick Start Templates

Try these common automation templates:

Contact Form Auto-Reply

: Automatically respond to contact form submissions with a personalized message.

Support Ticket Creation

: Convert support emails into tickets in your helpdesk system.

Lead Notification

: Alert your sales team when new leads submit forms on your website.

Meeting Confirmation

: Send meeting details and calendar invites for booking confirmations.

Next Steps

  • quick-setup{.interpreted-text role="doc"} - Fast-track setup for immediate results
  • Check our dashboard tutorials for interface guidance
  • Explore advanced automation features as you grow
  • Contact support for provider-specific integration help
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