Settings
Integrations
Connect external services used by CRM workflows
Integrations provides the setup and status for supported services that power communication, scheduling, payments, and other connected work
What this workspace includes
- Available integrations
- Connection flow
- Connection status
- Feature relationship
Complete workflow
- 1
Choose the service
Identify the CRM workflow it supports
- 2
Connect
Complete the displayed provider flow
- 3
Review status
Confirm the intended account and scope
- 4
Test the feature
Use the related CRM workflow
How records and settings behave
- Connected services appear in supported features
- Connection scope determines availability
- Disconnecting changes future access
Working effectively
- Use organization-owned accounts
- Document connection ownership
- Test after permissions change
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Integrations?
Identify the CRM workflow it supports
When is my work saved?
Connected services appear in supported features
How do I confirm the result?
Return to the related list or detail view and review its current status. Disconnecting changes future access