Private Integrations let you securely connect external applications and services to your CRM using your own API credentials. They give you a controlled way to extend your account’s functionality and exchange data with the tools your business already uses.

Frequently Asked Questions #

What is a private integration? #

A private integration is a connection between your CRM and an external application that you set up using your own credentials, allowing secure data exchange tailored to your business.

Why would I use a private integration? #

Private integrations let you extend your CRM’s capabilities by connecting it to third-party tools and services, automating data flow without relying on a public marketplace app.

Where do I manage private integrations? #

Private integrations are managed in the Settings area under Private Integrations, where you can create, view, and revoke connections.

Are private integrations secure? #

Yes. Private integrations use scoped credentials that you control, so you can grant only the access an integration needs and revoke it at any time.

Can I limit what a private integration can access? #

Yes. When creating a private integration you can assign specific scopes or permissions, restricting the integration to only the data and actions it requires.

What happens if I revoke a private integration? #

Revoking a private integration immediately invalidates its credentials, stopping any further data exchange between that external application and your CRM.