Review provider connections without confusing saved settings with working access.
Where to Start
Open Integrations (App Store) after signing in to your workspace. Your role and workspace configuration determine the options you can use.
Recommended Workflow
- Open Integrations or the App Store and locate the service you intend to use.
- Read the setup requirements for that provider and use the account intended for your business.
- Complete the provider’s authorization flow yourself and review the permissions it requests.
- Review the saved connection and the relevant workflow before relying on the integration.
If Something Does Not Look Right
If an integration requests authorization again, confirm the account and required permissions. Do not disconnect unrelated integrations or replace credentials as a general troubleshooting step. Provider availability and supported behavior can vary; use the actual integration page as the current source of options.
If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference.