Knowledge BaseIntegrations

How to Setup an Integration

Setting up an integration is fast and easy. As long as you’re an administrator for your SalesBinder account with access to the “Settings” area, you would simply go there and click on “Manage Integrations” in the left side menu. From here, you’ll be presented with all the integration services we’re currently offering. Simply click on the one you’d like to setup and start following the instructions to connect it (specific setup instructions for each integration can be found in our Knowledge Base as well).

Integrations Log

For every action you do in SalesBinder that triggers an active integration to occur, you’ll be able to review the status of those integrations by going to the Integrations Log. This will show you if the integration is queued up, running, completed, or failed. Our integrations framework is designed without any delays in syncing, however if there is a higher than normal queue volume it may take up to 1 minute to execute the queued action. If for some reason the integration action failed, you’ll be able to review what caused the error so you can hopefully correct it and retry the integration action. Our integrations log stores all your activity for the past 24 hours in real-time.

We also take specific types of integrations one more step further. For invoices and customers, we display a new column in those lists to clearly show which records have been synced and which records haven’t so you can know at a glance how things are integrated.