Integrations Tab

Integrations Tab

This section allows you to manage integrations with other applications and services.

On the left side of the screen, you'll see the menu. The currently selected tab is "Integrations".

The main part of the screen displays a list of available integrations:

1. Google Contacts:

• Description: "Sync your Google Workspace users with PhoneHQ."

• Buttons:

  • "Disconnect": Click to disable the Google Workspace integration.

  • "View details": Click to see detailed information about the integration (e.g., sync status).

2. Pipedrive:

• Description: "Sync contacts and sales to boost team efficiency. Easily connect PhoneHQ with Pipedrive."

• Buttons:

  • "Disconnect": Click to disable the Pipedrive integration.

  • "View details": Click to see detailed information about the integration (e.g., sync status, last sync).

Step-by-step Guide: How to Use the "Integrations" Tab

1. Go to the "Integrations" tab: In the left-hand menu, click "Integrations".

2. Manage integrations: On the screen, you'll see a list of available integrations, such as Google Contacts and Pipedrive.

   • Click the "View details" button next to a specific integration to see detailed information about it (e.g., current connection status, synchronization settings).

   • Click the "Disconnect" button next to an active integration to disable it.

3. Enable integration (if not active): If an integration is not currently connected, you might see a "Connect" button instead of "Disconnect." Click it and follow the on-screen instructions to connect PhoneHQ with the selected service.

What does the "Integrations" Tab Allow You to Do?

• Google Workspace Integration:

  • Allows you to synchronize users from your Google Workspace account with PhoneHQ. This enables those users to be automatically added to the "Team" tab in PhoneHQ, simplifying team management.

• Pipedrive Integration:

  • Allows you to synchronize contacts and sales data from your Pipedrive account with PhoneHQ. This automatically imports Pipedrive contacts into the "Contacts" tab in PhoneHQ, streamlining work with clients and relationship management.

• Manage integrations:

  • Easily enable and disable available integrations.

  • View detailed information about the status and configuration of each integration.

FAQ

1. What is the "Integrations" tab used for?
   It lets you connect PhoneHQ to third-party apps like Google Contacts and Pipedrive for automatic synchronization and data sharing.

2. How do I connect a new integration?
   Click the "Connect" button next to the integration you want to enable, then follow the on-screen instructions to authorize the connection.

3. How do I disconnect an integration?
   Click the "Disconnect" button next to the active integration. This stops data sync between PhoneHQ and the third-party service.

4. What does “View details” show?
   It opens a panel showing sync status, last sync time, and configuration settings for the selected integration.

5. What happens when I connect to Google Contacts?
   PhoneHQ will automatically sync users from your Google Workspace account and display them in the Team tab, simplifying onboarding.

6. What does the Pipedrive integration do?
   It syncs your contacts and sales pipeline data from Pipedrive into PhoneHQ, making it easier to manage customer relationships directly from your calling environment.

7. Can I integrate with multiple services at once?
   Yes. You can connect to multiple supported services (e.g., Google Contacts and Pipedrive) simultaneously.

Glossary of Terms