Integrations

What are Integrations?

Integrations connect Journeybee with the other tools your team already uses, like your CRM, email, chat app, and payment provider. This keeps your partner data in sync so you do not have to type it in twice.

Where to find it

Settings, then Integrations. Any team member can open the page, but only admins can connect new integrations. You need a paid Journeybee plan.

What's on the page

Integrations are grouped by type so they are easy to find:

CRM: Salesforce, HubSpot, Pipedrive, Attio, and Zoho.
Communication: Slack and Microsoft Teams.
Email: Gmail and Outlook (these connect per user).
Payment: XTRM.

Each integration shows as a card with its logo and name. A green tick shows when it is already connected.

Admins see all integrations, including the ones you can connect. Other team members only see the ones already connected.

Connecting an integration

Click the integration card you want to connect.
Follow the steps on screen. Some integrations use a sign-in window (like Google or Microsoft), while others ask for details like an API key.
Fill in any required fields and click Connect.

Some integrations are only available on paid plans. If one needs a higher plan, you will see a note when you try to connect it.

Configuring a connected integration

Once an integration is connected, click its card to open its settings. From there you can change how it works, update your details, or disconnect it.

Email integrations (Gmail and Outlook)

Gmail and Outlook connect to each team member's own inbox. Each person connects their own email so emails sent from Journeybee come from their address. You can reconnect your email from this page if it stops working.

Good to know

Only admins can connect and set up new integrations.
Some integrations may need a higher plan.
Integration settings affect everyone in your company.
When you first connect a CRM, you may need to match your fields so the right data lines up.
For help with a specific integration, open its connect page and look for the help article link.

Need help with a specific tool?

We have separate guides for many integrations, including Salesforce, HubSpot, Pipedrive, Attio, Zoho, Slack, Gmail, Outlook, and XTRM. Search the help center for the one you need.