Skip to main content

Single Sign-On App Integrations

Single Sign-On (SSO) integrations give you direct access to third-party applications. You can connect your accounts with supported applications without requiring separate logins.

Access the integrations page​

To connect an integration:

  1. Navigate to Administration → Integrations

App settings page showing the Integrations tile among Automations, CRM objects, Score, and My Meetings settings

Set up a new connection​

Find the application​

Browse through the available applications on the Integrations page. Each application displays information about its features and benefits.

Marketing page for the Jobber integration

Click Add Connection​

Click the Add Connection button to begin the connection process.

Complete the pre-connect form​

Depending on the application, you may need to complete a pre-connect form with initial setup information.

Pre-connect form for an integration

Follow the SSO process​

Complete the Single Sign-On connection by following the prompts. This typically involves:

  • Creating a new account with the third-party service
  • Connecting to an existing account
  • Providing authorization for data sharing

SSO setup process

Manage connections​

View connected applications​

After setup, you can view and manage all connected applications through:

  • The Manage tab on the Integrations page, which displays connection cards for each integrated application

Manage tab with connection card

  • The application pages, which display a "Connected" tag

Marketing page with Connected tag

Connection settings​

Click a connected application to access its configuration options. Depending on the application, you may see:

  • Account details and connection status
  • Data sync preferences (for applications that support syncing)
  • Other application-specific settings
  • A Disconnect button to remove the connection

Connection settings page

What SSO integrations do​

  • Access: Open third-party tools without a separate login
  • Management: Manage all connected applications from one interface
  • Data sharing: Share data automatically between connected applications
  • Passwords: Use one login instead of a separate password for each platform

FAQ​

How many applications can I connect?

There is no limit to the number of SSO integrations you can connect. Connect as many supported applications as your business needs.

What happens if an SSO connection expires?

Open the integration from Integrations → Manage and follow the reconnect prompts to reauthorize.

Can I disconnect an integration without losing data?

Yes. Disconnecting stops future syncing but does not delete historical data already imported.