Integrations
What are Integrations?
Integrations connect Journeybee with your existing business tools and CRM systems. This ensures your partner data flows seamlessly between platforms, eliminating manual data entry and keeping everything synchronised.
What's on the Integrations Page
The Integrations settings page shows you all available and configured integrations:
Available Integrations
CRM Systems: HubSpot, Salesforce, Pipedrive, and others
Communication Tools: Slack for team notifications
Marketing Platforms: Email marketing and automation tools
Analytics Tools: Google Analytics and tracking platforms
Payment Systems: Stripe for commission payments
Integration Status
Connected: Active integrations with sync status
Available: Integrations you can set up
Disconnected: Previously connected but now inactive
Configuration Required: Integrations needing additional setup
Sync Settings
Data Direction: Which way data flows (one-way or bi-directional)
Sync Frequency: How often data updates
Field Mapping: Which Journeybee fields match your other systems
Filtering Rules: What data gets synced
How to Use It
Setting Up a New Integration
Click on the integration you want to connect
Follow the authentication process (usually OAuth)
Grant necessary permissions for data access
Configure sync settings and field mapping
Choose what data to sync and how often
Test the connection to ensure it's working
Enable the integration to start syncing
Managing Existing Integrations
Edit Settings: Modify sync frequency, field mapping, or filters
View Sync Logs: See what data has been transferred and when
Pause/Resume: Temporarily stop syncing without disconnecting
Disconnect: Remove the integration entirely
Test Connection: Verify the integration is still working
Configuring Sync Rules
Data Filtering
Choose which partners to sync
Set criteria for lead synchronisation
Include/exclude specific deal stages
Filter by partner types or categories
Field Mapping
Match Journeybee fields to your CRM fields
Map custom fields between systems
Handle data type conversions
Set default values for missing data
Common Integration Use Cases
CRM Synchronisation
HubSpot Integration
Sync partners as companies in HubSpot
Create deals for partner referrals
Update lead status automatically
Track partner communication history
Salesforce Integration
Map partners to accounts
Create opportunities from leads
Sync contact information
Update partner records with deal progress
Pipedrive Integration
Sync partner details as organisations
Create deals in the appropriate pipeline stages
Track communication and follow-ups
Generate reports on partner performance
Communication Integration
Slack Integration
Get notified of new partner registrations
Receive alerts for high-value deals
Share partner performance updates
Coordinate team responses to partner needs
Marketing Integration
Sync partner contacts to email marketing platforms
Trigger automated welcome sequences
Track partner engagement with marketing materials
Segment partners for targeted campaigns
Benefits of Integration
Eliminate Manual Work
Automatic data entry across systems
Real-time updates without human intervention
Reduced risk of data entry errors
More time for strategic partner management
Improved Data Accuracy
Single source of truth for partner information
Consistent data across all platforms
Automatic validation and error checking
Audit trails for all data changes
Better Reporting
Comprehensive view of partner performance
Cross-platform analytics and insights
Automated report generation
Real-time dashboard updates
Enhanced Partner Experience
Faster response times to partner inquiries
More personalized communications
Consistent experience across touchpoints
Proactive partner support
Integration Security
Data Protection
Encrypted data transmission
Secure authentication protocols
Limited access permissions
Regular security audits
Privacy Compliance
GDPR-compliant data handling
Data retention controls
Partner consent management
Right to data deletion
Access Control
Role-based integration permissions
Audit logs for all integration activities
Two-factor authentication support
Integration-specific user accounts
Troubleshooting Common Issues
Connection Problems
Check API credentials and permissions
Verify network connectivity
Review rate limiting settings
Confirm integration is still supported
Sync Issues
Check field mapping configuration
Verify data format compatibility
Review filtering rules
Monitor sync logs for errors
Data Discrepancies
Compare field mappings between systems
Check for data transformation rules
Verify sync direction settings
Review timestamp and update conflicts
Best Practices
Planning Your Integrations
Map your current data flow processes
Identify which systems need to stay in sync
Plan for data governance and ownership
Consider user permissions and access needs
Implementation
Start with one integration at a time
Test thoroughly before going live
Train your team on any new processes
Document your integration settings
Maintenance
Regular monitor sync performance
Review and update field mappings
Check for system updates or changes
Maintain backup and recovery procedures
Important Notes
Only Admin users can configure integrations
Some integrations may require additional subscriptions
Data sync frequency depends on your plan level
Integration settings affect all users in your organisation
Historical data may need manual import when first connecting
These integrations help create a seamless ecosystem where your partner data works for you across all your business tools, making partner management more efficient and effective.