Introducing the Revamped Integration Page

What is the Revamped Integration Page?

The revamped Integration Page in your CRM provides a centralized hub for discovering, connecting, and managing all your external integrations. This redesigned interface replaces the older layout with a modern, card-based system that enhances usability, performance, and consistency. The new design ensures a unified experience for all integrations, making it simpler to navigate, manage accounts, and resolve any issues that arise.

Key Benefits of the Update

This overhaul focuses on making integration management faster, clearer, and more reliable.

• Improved Usability: A clean, card-based layout makes it easy to find and manage integrations.
• Faster Performance: Experience quicker page loads and smoother interactions.
• Streamlined Workflows: Standardized actions like Connect and Manage simplify your processes.
• Enhanced Visibility: Clear error indicators and notifications help you identify and fix problems quickly.
• Better Scalability: The new design is built to support future integrations seamlessly.

Card Layout and Navigation

Each integration is now presented as a consistent card, allowing you to quickly see important details and available actions. Every card displays:

• The integration name and logo
• A brief description
• A primary action button (either Connect or Manage)
• A three-dot menu for additional options

This standardized layout is applied across all integrations for a predictable experience.

Core Actions: Connect vs. Manage

Understanding the primary action button on each card is key to efficient management.

• Connect: This button appears when an integration has not been set up. Clicking it starts the process of linking a new account.
• Manage: This button is shown when an integration is already connected. It directs you to the settings or management area for your linked account(s).

The button label changes dynamically based on the integration's current status.

Integration Options (Three-Dot Menu)

The three-dot menu on each integration card provides quick access to integration-specific actions. Options available here may include:

• Accessing support documentation
• Configuring form mapping
• Using troubleshooting tools
• Disconnecting an account or the entire integration
• Adjusting integration settings

Search and Discovery

A search bar at the top of the page allows you to quickly find specific integrations. As you type, the list of integrations filters in real time, saving you time from scrolling through a long list.

Account Management (Unified Modal)

For integrations with multiple connected accounts, a unified modal lets you manage them all in one place. From this modal, you can:

• View all connected accounts
• Designate a primary account
• Add new accounts
• Perform account-specific actions like adjusting settings, reconnecting, or removing an account
• See error indicators for individual accounts

Form Mapping and Integration Configuration

Form mapping allows you to synchronize data accurately between external platforms and your CRM by aligning form fields. You can:

• View a list of available forms
• Enable or disable forms using toggle switches
• Map form fields to corresponding CRM fields using the "Edit Fields" option
• Save your configuration directly from the modal

Error Handling and Notifications

The new system provides clearer visibility into integration issues. Visual indicators highlight problems, which can be at the connection level (for a specific account) or the integration level (a broader issue). This allows for quicker diagnosis and resolution directly from the interface.

Performance and Reliability Improvements

Beyond the visual changes, backend enhancements have been made to improve the page's speed, reliability, and scalability. You can expect faster load times, more consistent performance, and a smoother experience even as you add more integrations.

Frequently Asked Questions

Will my existing integrations be affected by this update?

No. All your existing integrations will continue to function normally. This update only improves the user interface and management tools.

What should I do if an integration shows an error?

Error indicators will appear on the integration card or within the account management modal. These indicators provide information to help you take corrective action, such as reconnecting an account.

How do I disconnect an integration?

You can disconnect an integration or a specific account by using the options available in the three-dot menu on the integration's card.