FOCUS 01⊙
Integration center
Scope●Permission○Review○
Check connection status.Status-focused view
See what works without putting ready connections and services needing further action in the same category.
Integrations / Connection status and setup scope
CRM integrations: accounts, permissions and setup
Review Google, communication, task-file and website-intake connections with their statuses and requirements.
PRODUCT VIEW
See how it works.
The Integrations screen shows which services are connected, which need attention and which still require setup. Connected, action-required, available and planned states are distinct. Google mail and calendar connections, sender accounts, task-file storage status and website data-intake configuration are assessed here. Seeing the name of a connection does not mean it is automatically ready or authorized for every user.
EXPLORE THE PRODUCT
Sample viewIntegration center
Status-focused viewAccount and permissionsDepends on setup
Google connection statusAccount and permissionsDepends on setup
Sender and mail accountsAccount and permissionsDepends on setup
Task-file configurationAccount and permissionsDepends on setup
Website data intakeAccount and permissionsDepends on setup
01Check connection status.
02Complete required setup.
03Verify it in the workflow.
FROM NEED TO OUTCOME
Where this helps.
If a team cannot tell which permission is missing or what is only on the roadmap, it may rely on an unfinished workflow. Treating mail, file and social-account permissions as one general grant also obscures scope.
WHAT YOU CAN WORK TOWARDS
Assess every connection by its purpose, current state and operation limits. Complete missing setup steps and design the workflow without confusing planned providers with current live capabilities.
STEP BY STEP
How to use it.
- 01
Check connection status.
Open the relevant service and review its connected, available, action-required or planned state and displayed details.
- 02
Complete required setup.
With an authorized person, assess OAuth, sender accounts and server-side configuration needs separately.
- 03
Verify it in the workflow.
Check what the connection allows in the relevant email, calendar, file or website-intake screen before using it.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Integration center
Scope○Permission●Review○
Complete required setup.Google connection status
Assess mail and calendar setup and permission states through their relevant connection workflows.
FOCUS 03↗
Integration center
Scope○Permission○Review●
Verify it in the workflow.Sender and mail accounts
Review existing account configuration without confusing a one-to-one mailbox with a campaign sender.
FOCUS 04◇
Integration center
Scope●Permission○Review○
Check connection status.Task-file configuration
See whether the Google Drive task-attachment service is configured and review file rules.
FOCUS 05⌁
Integration center
Scope○Permission●Review○
Complete required setup.Website data intake
Assess the signed intake endpoint’s configuration and validation requirements during setup.
IN EVERYDAY WORK
What it looks like in practice.
Bringing Gmail, calendar and task files into the team’s workflow.
Missing steps and permission scope are identified separately for each connection; a listing alone is not treated as readiness.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Integration management is included in Professional and Business. MCP requires Business. Provider and user permissions are verified separately for each connection.
- Planned payment, call-center or general automation providers are not presented as ready integrations.
- A mail connection does not automatically unlock task-file storage or social-account access.
- Custom integration and development requirements are scoped separately.
YOUR QUESTIONS
About this feature.
01Can every service on the Integrations screen be used immediately?+
No. Review its status and requirements. A planned connection is not a completed integration.
02Does Professional include MCP?+
MCP requires Business. Professional uses mail, calendar and eligible social connections with their own permissions.
RELATED WORKFLOW GUIDES
You may also need these features.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Inbox and Gmail
Use in-app notifications for daily work, and connect authorized Gmail conversations with Professional and Business.
Integrations
Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.
MCP and AI connections
Connect compatible clients to permitted CRM context, with separate review and authorization for private plans and communications.