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Integrations connect external accounts to your organization. Connecting an account prepares credentials; then you configure the tool or automation that will use them.

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Connect an account

  1. Open Integrations and select the service.
  2. Review the account and organization to connect.
  3. Complete authentication. Creating a connection requires integrations.create.
  4. Check its status and configure the action that will use it.
  5. Test with a controlled record and verify both systems.
An active connection is not a configured synchronization. If an action fails, review both credentials and action parameters.

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Other integration paths

For services outside the catalog, use HTTP tools, the public API, webhooks or n8n. Each path has its own authentication and event settings.

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Not available in the catalog

Calendly, Gmail and Zapier are not currently connectable catalog entries. Connect WhatsApp Business as a channel in inbox settings.

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Frequently asked questions

No. Choose a tool or automation and its destination data. A connection enables the actions you configure.
Use Connect WhatsApp Business in inbox channel settings.
Yes, through an API or HTTP tool suitable for your flow. First define the data to query or send.

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See also