Table of Contents

Workspace Settings: Integrations

Susan Swier Updated by Susan Swier

Getting Here

These settings are only accessible by Owners and Managers.

These settings can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Integrations.

Main integrations settings page

In these settings, you can:

Connecting an Integration

Step 1: From the Settings module, navigate to the menu item, Integrations.

Step 2: Find an integration that best works for your use cases and click Connect.

Learn more about the integrations we provide:
Developer API
Google Sheets

Step 3: Different integrations will require a different connection method. Follow the respective on-screen instructions.

Editing an Integration

For each of the active integration, there is an option to edit the integration by clicking Edit.

gif showing how to edit an integration

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 clicking Disconnect.

gif showing how to disconnect an integration
Be careful when you disconnect an integration. Make sure that nothing is dependent on the integration.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

Workspace Settings: Contact Fields

Workspace Setting: Respond AI

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