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The Integrations tab connects third-party services to your workspace.

Accessing

  1. Click Settings in sidebar
  2. Select White Label
  3. Click Integrations tab

Available Integrations

Stripe

Payment processing for client billing:
  • Accept payments
  • Send invoices
  • Manage subscriptions
  • Required for CRM billing

Google Tag Manager

Tag management for analytics:
  • Add tracking codes
  • Manage marketing tags
  • No code changes needed

Microsoft Clarity

Heatmaps and session recordings:
  • See how users interact
  • Identify UX issues
  • Free analytics tool

Google Analytics

Website traffic analytics:
  • Track visitors
  • Monitor behavior
  • Measure conversions

Crisp

Live chat support:
  • Real-time chat
  • Customer support
  • Chat widget on workspace

Intercom

Customer messaging platform:
  • In-app messaging
  • Customer support
  • User engagement

HubSpot Chat

CRM-integrated chat:
  • Live chat
  • CRM integration
  • Lead capture

Integration Status

Each integration shows:
  • Connected - Active and working
  • Not Connected - Needs setup
  • Configure button - Set up integration

Setup Process

  1. Click integration card
  2. Enter required credentials
  3. Save configuration
  4. Status updates to connected

Tips

  • Connect Stripe first for billing
  • Add analytics for insights
  • Choose one chat solution
  • Test after connecting