Integration Guide: Connecting External Tools

Connect our platform with your existing tools using this step-by-step integration guide

By Thomas Wilson2/3/202411 min read
integrationsapisetuptools

Available Integrations Overview

Review all available third-party integrations. This section helps you identify which ones match your workflow needs.


Setting Up API Access

Generate and manage API keys for custom integrations. Follow these steps to configure authentication and permissions.


Connecting Productivity Tools

Integrate with Slack, Microsoft Teams, and other communication tools. Learn to set up notifications and interactive commands.


CRM and Customer Data Connections

Connect your CRM systems to sync customer data. This section covers mapping fields and setting up bidirectional sync.


Troubleshooting Integration Issues

Resolve common connection problems and sync errors with these practical debugging tips.

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