🧲

How do I use Integrations?

Integrate your Trust Center with your favorite tools to seamlessly collaborate between your customers and internal teams with a streamlined processes.

What do the Integrations do?

Establishing trust is a crucial part of any customer relationship, which is why integrating with your favorite tools helps make trust scalable. With these integrations, you can now create workflows and processes around who is viewing and accessing your Resources. Our CRM and Slack integrations enable you to be notified when a trust center visitor requests access to a Requestable Resource. This will notify your team - either within Slack or within your CRM - with a link to approve the request in your trust center. You can also be notified when one of your private or Requestable Resources has been accessed.

🗒️

If you'd like visibility on who is accessing your public resources, you can share the resources with that user's email address through resource sharing. Otherwise, views of public resources will not trigger notifications via our integrations.

Slack Integration

💡

The Slack integration is available to customers on the Share plan and above.

👀

Before setting up your Slack Integration, we recommend creating a dedicated channel in your Slack workspace to send notifications to.

Set up the Integration

  1. Log in as an Admin of your Trust Center
  2. Click on your user icon in the top right corner
  3. From the menu that appears, click on Integrations
  4. On the Integrations page, click Enable to the right of Slack
  5. In the pop-up that appears, click on Enable to turn on the Integration
    1. When you enable the integration, you'll be prompted to authorize the integration into your Slack workspace
  6. Once enabled, you can enable available workflows by toggling the workflow on or off
    1. When toggled on, please select a channel where notifications for that workflow will be sent

HubSpot Integration

💡

The HubSpot integration is available to customers on the Collaborate plan and above.

👤

If this integration does not locate existing contact record to associate a notification with, the integration will create a new Contact record in HubSpot.

Set up the Integration

  1. Log in as an Admin of your Trust Center
  2. Click on your user icon in the top right corner
  3. From the menu that appears, click on Integrations
  4. On the Integrations page, click Enable to the right of HubSpot
  5. In the pop-up that appears, click on Enable to turn on the Integration
    1. When you enable the integration, you'll be prompted to authorize the integration into your HubSpot instance
  6. Once enabled, enable available workflows using the toggles in the Configure section

Salesforce Integration

💡

The Salesforce integration is available to customers on the Collaborate plan and above.

👤

If this integration does not locate existing contact record to associate a notification with, the integration will create a new Contact record in Salesforce.

Set up the Integration

  1. Log in as an Admin of your Trust Center
  2. Click on your user icon in the top right corner
  3. From the menu that appears, click on Integrations
  4. On the Integrations page, click Enable to the right of Salesforce
  5. In the pop-up that appears, click on Enable to turn on the Integration
    1. When you enable the integration, you'll be prompted to authorize the integration into your Salesforce instance
  6. Once enabled, activate available workflows using the toggle in the modal