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Integration Module

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Available Integrations

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CRM Integrations

• Salesforce: Sync contacts, update records, and log call activities
• HubSpot: Manage contacts and track campaign performance
• Zoho CRM: Automate lead management and call logging
• Microsoft Dynamics: Enterprise-level CRM integration

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Communication Platforms

• Slack: Receive notifications and alerts about campaign activities
• Microsoft Teams: Collaborate on campaign management
• Email Notifications: Send automated reports and alerts

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Data Management

• Google Sheets: Export campaign data and contact lists
• Zapier: Connect to thousands of apps without coding
• Custom API: Build your own integration using our API

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Setting Up Integration Steps

1. Navigate to the Integrations section in your dashboard
2. Select “Add Integration Step” or edit an existing step
3. Configure the following settings:

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Basic Configuration

• Webhook Method: Select the HTTP method (GET, POST, PUT, DELETE)
• URL: Enter the endpoint URL for the integration
• Headers: Add custom HTTP headers as key-value pairs
  • Common headers include Content-Type, Authorization, and API keys
  • Click “Add Header” to include additional headers

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Request Body (for POST/PUT methods)

• Define the payload structure as key-value pairs
• Add parameters by clicking “Add Body Parameter”
• Values can be static text or dynamic variables from your campaign

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Advanced Settings

• Webhook Timeout: Maximum time to wait for a response (in seconds)
• Retry Limit: Number of retry attempts for failed requests
• Total Timeout: Maximum total time including retries

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Success Conditions

• Status Code: The expected HTTP status code (e.g., 200)
• Response Key: A specific key to check in the response
• Expected Value: Boolean indicating the expected value for the response key

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Integration Management

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Monitoring

• View real-time status of all active integrations
• Check error logs and troubleshoot connection issues
• Monitor data synchronization performance

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Controls

• Resume: Activate a paused integration
• Stop: Temporarily pause an integration
• Clone: Create a duplicate integration with similar settings
• Delete: Remove an integration completely

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Multi-Step Integrations

1. Each step executes in sequence
2. Later steps can use data from previous steps
3. Conditional logic determines whether to proceed to the next step
4. Error handling can be configured for each step

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Best Practices

• Test integrations thoroughly in a sandbox environment before deploying
• Set up error notifications to quickly identify integration issues
• Use reasonable timeout values to prevent long-running processes
• Implement proper error handling and retry logic
• Document your integration configurations for future reference
• Regularly review integration logs to identify potential improvements