Connect your workspace with external platforms, automation tools, and third-party services to streamline your workflow and keep your data in sync.
Quick Start
Steps:
Open the integrations page from your dashboard.
Choose the platform you want to connect.
Authorize access using your account credentials.
Select the workspace or project to sync.
Confirm the integration and test the connection.
Integration Config Example
Example Integration Config
{
"integration": "crm",
"status": "active",
"sync": {
"projects": true,
"contacts": true,
"notifications": false
}
}Select An Integration
Choose the app or service you want to connect to your workspace. You can connect tools for analytics, support, automation, marketing, and project management.
Authorize Access
Sign in to the selected platform and approve the requested permissions. These permissions allow the integration to exchange data securely.
Configure Sync Options
Choose what information should be synced between platforms. You can enable or disable specific data types depending on your workflow.
Done
Your integration is now connected. Data can now move between your workspace and the selected service automatically.
Good to Know
Some integrations may require additional permissions, API keys, or account-level access depending on the connected platform.
Setup Advice
Start with the most important sync options first. After confirming that the integration works correctly, you can enable more advanced automation rules.