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Integrations overview

Connect third-party tools to TheEazy CXM.

Integrations connect external services — Google (Calendar, Contacts, Docs, Forms, Analytics, Ads), voice providers (Plivo, Telnyx, Vonage), Calendly and more — so data flows between them and the CRM.

Connect a service

  1. Open Integrations / the Integration Marketplace.
  2. Find the service and choose Connect; authorize it (OAuth) or enter credentials such as an API Key / API Secret.
  3. Once linked it shows Connected with a Connection ID.
  4. Configure Integration Settings — for example Auto Sync, and review Last Sync / Next Sync / Items Synced.
A failed connection shows “Connection error” — re-authorize or check credentials.
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