Integrations

• Understanding the Salesforce Integration
• Installing the Salesforce Integration
• Salesforce Advanced Installation

• Understanding the HubSpot Integration
• Installing the HubSpot Integration

• Zoho CRM

• SAML SSO Setup
• User Provisioning (SCIM) Setup
• Okta SCIM Setup
• Okta SAML Setup
• Azure Setup
• OneLogin Setup

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• DocuSign

• Microsoft OneDrive
• Box
• Dropbox
• Sharepoint
• Google Drive

• Outlook
• Gmail

• Create from Greenhouse

• Slack
• MS Teams

• Jira
• Google Forms

• Access Control Using Metadata Fields
• Airtable Integration
• Envoy Integration