Integrations
Who this is for
Section titled “Who this is for”Users with integrations manage permission. Some provider configuration paths, including meeting-bot configuration, are reserved for System Manager.
State vocabulary
Section titled “State vocabulary”- Unconfigured: required values or connection material are absent.
- Configured, unverified: the CRM has configuration but has not confirmed a live provider response.
- Verified: a live probe or provider action has completed successfully within the recorded verification flow.
- Failed: the CRM received an error or a verification result could not be confirmed.
Do not describe any state as connected merely because an environment value, refresh token, or settings card exists.
Operating guidance
Section titled “Operating guidance”- Open Settings → Integrations and review the provider’s displayed status and available configuration action.
- Use authorized connection or sync actions. A CRM-side request can still fail at the provider boundary.
- For Zoho invoice work, distinguish the local invoice, an authorized push request, and the returned Zoho invoice data.
- For WhatsApp and meeting providers, inspect the relevant conversation/meeting outcome rather than treating configuration as delivery or transcript proof.
Troubleshooting
Section titled “Troubleshooting”- Status is unverified: run the approved verification path or ask the integration owner; do not infer success from keys being present.
- Operation is forbidden: integrations manage permission is required for manager-level sync operations.
- Provider failure: retain the local CRM record and investigate the returned provider error before retrying.