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Connect

Manage external service connections and API access.

Overview

The Connect page allows you to integrate external services, generate API keys for programmatic access, and configure webhooks for event notifications.

Data Sources

Connect external services to sync data with Cloud Platform:

Service Description
Google Drive Sync documents from Google cloud storage
OneDrive Connect Microsoft cloud storage
Salesforce CRM integration for contacts and opportunities
HubSpot Marketing automation and CRM
Mailchimp Email marketing integration

Connecting a Service

  1. Go to Connect in the sidebar
  2. Stay on the Data Sources tab
  3. Find the service you want to connect
  4. Click Connect on its card
  5. Sign in to that service when prompted
  6. Grant Cloud Platform the necessary permissions
  7. The card updates to show "Connected"

API Keys

Generate API keys for programmatic access to Cloud Platform.

Creating an API Key

  1. Click the API Keys tab
  2. Click Create API Key
  3. Give your key a descriptive name (e.g., "Production App")
  4. Copy the generated key immediately
  5. Store it securely — it won't be shown again

Security Warning: Never share API keys publicly or commit them to version control. Use environment variables to store keys in your applications.

Managing API Keys

  • View all active keys and their creation dates
  • Revoke keys that are no longer needed
  • Regenerate keys if they may have been compromised

Webhooks

Set up webhooks to receive real-time notifications when events occur.

Setting Up a Webhook

  1. Click the Webhooks tab
  2. Click Add Webhook
  3. Enter your endpoint URL (must be HTTPS)
  4. Select which events should trigger notifications:
    • Automation completed
    • Document processed
    • Campaign sent
    • Call completed
  5. Click Test to verify the connection
  6. Enable the webhook

Webhook Payload

Webhooks send a JSON payload containing:

  • Event type
  • Timestamp
  • Relevant data for the event
  • Workspace and user information

Troubleshooting Connections

Can't Connect External Service

  • Ensure you have admin access to that service
  • Check that pop-ups aren't blocked in your browser
  • Try a different browser
  • Verify the service isn't experiencing outages

API Key Not Working

  • Confirm you copied the full key
  • Check that the key hasn't been revoked
  • Verify you're using the correct API endpoint

Next Steps