Connect an integration

Tillgängligt i alla planerSå här gör duÖppna i DealJourney
  1. 1Open Marknadsplats from the sidebar.
  2. 2Find the system you want and open it. Each one explains what it does and what it will have access to.
  3. 3Start the connection and sign in to the other system when it asks.
  4. 4Complete any setup it needs afterwards — most integrations have choices about what syncs and in which direction.

Connecting is not configuring. A freshly connected system is joined but usually not yet doing anything useful. Field mappings, sync direction and what to include are set after connecting, and skipping that step is the most common reason an integration appears to do nothing.

If it is not in your list, one of three things is true: it is not switched on for your company (an administrator can enable it, see "Turn features on and off"), your role cannot reach the marketplace, or we do not integrate with that system yet. Those have different answers, so it is worth telling them apart before assuming the last one.

Test with a small amount of real data. Sync one customer, look at what arrived on both sides, then widen. An integration configured wrongly and left to run does not make one mistake, it makes thousands, and undoing them is slower than making them.

Disconnecting stops the flow of new data. What has already synced stays where it is — disconnecting does not clean up after itself, which is usually what you want but is worth knowing before you expect it to.

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