Help Center Category
Integrations and connected apps
This section explains how to think about integrations, provider connections, and external systems without getting lost in technical detail.
Articles in this section
How to decide which integrations to connect first
The correct order is operational, not technical. Connect the systems that influence lead capture, shared communication, and revenue workflow first. Secondary analytics or long-tail systems can wait until the core pipeline is stable.
What to do when an integration is connected but workflow is still unclear
A successful connection does not automatically create a usable process. Teams still need to decide ownership, expected data flow, and how often the connection should be reviewed.
How DNS provider automation should be understood
DNS automation helps reduce manual record entry, but it should not be treated as magic. The user still needs to understand which organization owns the domain, which provider manages DNS, and whether the domain is verified inside the right workspace.