Private Integrations

    Create New Integration

    How to create a new private integration.

    Create New Integration

    Follow these steps to generate your secure credentials and create a new Private Integration inside your dashboard.

    Step-by-Step Creation

    1. Navigate to Settings > Private Integrations.
    2. Click the + Create New Integration button in the top right corner.
    3. Enter a recognizable name and description for your app.
    4. Define the necessary Scopes (e.g., contacts.readonly, opportunities.write) that your app requires.
    5. Enter your secure Redirect URI for OAuth callbacks.
    6. Click Save to generate your Client ID and Client Secret.

    Pro-Tip: Store your Client Secret in a secure password manager immediately. For security reasons, it will only be displayed once upon creation.

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