About integrations

Access sync pro dashboard

• How data is exchanged and the specific triggers and actions involved. Connects Salesforce CRM with Mailchimp marketing automation.
• Clearly define the event in one app that initiates an action in the other When a new lead is added to Salesforce, automatically subscribe them.

Generate integration token

• Digital credential used to authenticate and authorize a client application or service to access protected resources and exchange data via its API.
• The token verifies the identity of the connecting system and defines the specific permissions or scope of access granted read-only access to customer records.

Configure integration in your SasS dashboard

• The system will guide you through the authentication process.
• Some less common, less secure methods might require entering login credentials.
• If applicable, you can set up specific triggers or workflows to automate processes.

Test integration

• Different Software as a Service (SaaS) applications and systems, which have been connected to share data and automate workflows, function together seamlessly and as expected.
• Tests must evaluate how the integrated systems perform under expected load and scale efficiently as data volume and user numbers grow, without compromising speed or reliability.