Integrations

Getting Here
This setting is accessible by Owners and Managers only!
This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Integrations. 
In this settings, you can:
​Connect an integration​
​Edit an integration​
​Disconnect an integration​
Connecting an Integration
Step 1: Navigate to Integration Settings
From Settings Module, navigate to the menu item, Integrations.
Step 2: Select an integration
Find an integration that best works for your use cases. Press the blue CONNECT button.
Learn more about the integrations we provide :
Dialogflow
Zapier
Google Sheet​
Step 3: Follow the on-screen instructions
Different integrations will require a different connection method. Follow the respective instructions
Editing an Integration
For each of the active integration, there is an option to edit the integration by pressing the blue EDIT button.
Be sure to update the correct credentials to avoid any connection failure and processing errors!
Disconnecting an Integration
When an integration is no longer needed, it can be removed by simply pressing the grey DISCONNECT button. 
Be careful when you disconnect an integration. Make sure that nothing is dependent on the integration.

WORKSPACE SETTINGS - Previous

Contact Fields

Next - WORKSPACE SETTINGS

Closing Notes

Last modified 2mo ago

Copy link

Outline

Getting Here

Connecting an Integration

Editing an Integration

Disconnecting an Integration