Powered by CRM Help Centre

Folder

Other Integrations

6 published articles

Articles

6

Clio Integration

Overview The Clio integration combines your CRM's marketing automation with Clio’s legal practice management, allowing law firms to boost client engagement, improve online visibility, and streamline operations. With this integration, your firm can manage client…

›

Connect Canva to Media Storage

Connect Canva directly in the application's  Media Storage so your team can access designs from a dedicated Canva view. This article covers how the integration works, how to connect it, and how to use…

›

Connect Google Ads Lead Forms to Your CRM

Connect and manage multiple Google accounts from a single location to simplify access to supported integrations and services. This feature allows you to add additional Google accounts, choose a primary account, and switch between…

›

Connecting Google account with CRM

Connecting your Google account allows you to manage key Google-related features directly from one central place. Once connected, you can access tools such as business profile management, media storage, analytics, and advertising features without…

›

Custom API Calls in Super Agents

AI WorkflowsCustom API Calls in Super AgentsIntegrate external APIs directly into your Super Agents to access third-party services, custom databases, and real-time data sources during AI conversations.What You'll LearnThis article explains how to configure…

›

TypeScript/JavaScript SDK for OAuth 2.0

Developer Tools • SDK • OAuth 2.0TypeScript/JavaScript SDK for OAuth 2.0The TypeScript/JavaScript SDK helps developers build API integrations without manually implementing every part of the OAuth 2.0 lifecycle. It provides structured API access, automated…

›