Connections
Connect a CRM or webhook
Connecting an account is only the first check.
1. Availability
Some connectors are in pilot and require provider configuration and authorization. The presence of a logo does not establish that a connection is ready. Follow the status and setup requirements in Integrate.
2. Configure and test
Choose the provider, authorize your account where supported, map the fields and run a test. Verify the contact and expected values in the destination system before enabling a live workflow. Existing contacts are not automatically backfilled.
3. If connection fails
Record the provider name, time, stage and visible error. Never share API keys or tokens in chat. GoHighLevel, webhooks and Nango-based providers have different setup requirements. An authorization screen alone does not prove end-to-end delivery.