Quickstart

This guide walks through connecting a pre-built integration from the connector catalog. The steps are the same for most connector types—only the authentication method varies.

Before you begin

• Admin or Member role in your workspace
• Credentials for the tool you want to connect (API key, OAuth app client ID and secret, or service account)

Steps

1. Find your integration

   Go to Integrations → Catalog and search for or browse to the tool you want to connect. Each connector card shows the authentication method and sync capabilities.

2. Authenticate

   Click Connect on the connector. Depending on the authentication method:

   • API key — Paste the key into the provided field.
   • OAuth 2.0 — Click Authorize to be redirected to the tool’s authorization page. Sign in and grant access, then you’ll be returned automatically.
   • Service account — Upload the credentials file (usually a JSON key file) and enter any required fields.

   See Authentication methods for details on each approach.

3. Configure field mapping

   Map fields from the connected tool to your workspace’s data model. Default mappings are pre-filled for common fields—review them and adjust as needed. Required fields are marked with an asterisk.

4. Test the connection

   Click Test connection to trigger a sample sync. The test pulls a small number of records and displays them for review. If the test fails, an error message explains the cause.

Note

Some connectors require the platform’s outbound IP addresses to be allowlisted on your end. Check the connector’s setup notes for IP requirements before testing.

Next steps

• Review authentication methods to understand when to rotate credentials.
• Explore connectors for category-specific setup details.
• Set up webhooks if you need event-driven automation.