Help Center

Docs

Integrations Overview

Browse and connect third-party integrations to extend your CRM

Integration Marketplace

A centralized hub where you can discover, connect, and manage third-party services.

The Integration Marketplace lets you extend your CRM by connecting it to the tools your team already uses. From email providers and calendars to accounting software and marketing platforms, integrations keep your data in sync and eliminate manual data entry across systems.

Accessing the Marketplace

Where to find and manage your integrations.

Navigate to Settings > Integrations > Marketplace to browse all available integrations. From here you can search by name, filter by category, and see the connection status of each integration at a glance.

Types of Integrations

Integrations connect using one of three authentication methods.

Authentication Methods

  • OAuth (One-Click Connect) — Click the Connect button and authorize access through the third-party service. No credentials to copy or paste. Most major integrations use this method.
  • API Key — Enter the API key provided by the third-party service. You can usually find this in the service's developer settings or account settings page.
  • Webhook — Copy the generated webhook URL from your CRM and paste it into the third-party service's webhook configuration. Data is pushed to your CRM automatically when events occur in the external service.

Categories

Browse integrations organized by function.

The marketplace organizes integrations into 16 categories so you can quickly find what you need:

  • Email — Email providers and transactional email services.
  • Calendar — Calendar sync and scheduling tools.
  • Communication — Chat, messaging, and video conferencing platforms.
  • Marketing — Marketing automation and campaign management.
  • Advertising — Ad platforms and campaign tracking.
  • Analytics — Reporting, dashboards, and business intelligence.
  • Accounting — Invoicing, billing, and financial software.
  • Payments — Payment processing and subscription management.
  • E-commerce — Online store and order management platforms.
  • Support — Help desk and customer support tools.
  • Storage — File storage and document management.
  • Social Media — Social network management and monitoring.
  • Productivity — Project management and team collaboration.
  • Developer Tools — APIs, webhooks, and developer utilities.
  • Data Enrichment — Contact and company data enrichment services.
  • Other — Integrations that do not fit into the above categories.

Connecting an Integration

Step-by-step process to connect a new integration.

Steps to Connect

  • Step 1 — Go to Settings > Integrations > Marketplace and find the integration you want to connect.
  • Step 2 — Click the integration card to open its detail page.
  • Step 3 — Click Connect and follow the prompts for the integration's authentication method (OAuth, API Key, or Webhook).
  • Step 4 — Once connected, configure sync preferences and field mappings on the integration's settings page.
  • Step 5 — Verify the connection by checking that the status indicator shows Connected.
Configure sync preferences after connecting
After connecting an integration, visit its settings page to configure sync direction, field mappings, and sync frequency. These settings determine what data flows between your CRM and the third-party service, and how often it syncs.

Disconnecting an Integration

How to remove a connected integration.

To disconnect an integration, navigate to Settings > Integrations, find the connected integration, and click Disconnect. You will be asked to confirm before the integration is removed. Disconnecting stops all data syncing but does not delete any data that has already been imported into your CRM.

Status Indicators

Understand the connection status of each integration.

Status Types

  • Connected — The integration is active and syncing data normally. Shown with a green indicator.
  • Available — The integration is not yet connected. Click Connect to set it up.
  • Error — The integration has encountered a problem, such as an expired token or invalid credentials. Shown with a red indicator. See the Troubleshooting article for steps to resolve common errors.