Integrations
Connect HubSpot, Salesforce, QuickBooks, TDC Commerce Accounting, Slack, calendars, GitLab, and TDC Commerce.
Integrations
Integrations connect the PSA with external systems for CRM, accounting, chat, calendar, source control, and commerce events.
Integrations are available on Pro plans and above.
Navigation
Open Settings > Integrations, or go to /settings/integrations.
| Integration | Route | Use it for |
|---|---|---|
| Google Calendar | /settings/integrations/google-calendar | Sync tasks, milestones, allocations, time entries, and 1:1s. Out of office can create time off. |
| Outlook Calendar | /settings/integrations/outlook-calendar | Same calendar entities as Google. |
| Slack | /settings/integrations/slack | Channel routing and personal DMs. |
| Salesforce | /settings/integrations/salesforce | Bidirectional accounts, contacts, projects, and invoices. |
| HubSpot | /settings/integrations/hubspot | Bidirectional accounts and contacts. |
| QuickBooks | /settings/integrations/quickbooks | Push approved invoices and credit notes to QuickBooks Online and pull payments back. See QuickBooks Integration. |
| TDC Commerce Accounting | /settings/integrations/tdc-commerce-accounting | Post invoices, credit notes, payments, and expenses to your TDC Commerce books. See TDC Commerce Accounting Integration. |
| GitLab | /settings/integrations/gitlab | Merge requests and pushes in standups. |
| TDC Commerce (support) | /settings/integrations/animated-funicular | Commerce webhooks, apps, sync scope, promotion rules, and dead letters. |
Google Calendar and Outlook Calendar cannot be connected at the same time.
TDC Commerce (support tickets and commerce events) and TDC Commerce Accounting (your books) are separate integrations with separate connections.
Stripe billing is managed from Billing and Subscription, not Integrations. Webhooks on the integrations page are coming soon.
Common Workflows
Connect an Integration
- Open Settings > Integrations.
- Choose the integration.
- Start the connect flow.
- Grant required permissions in the external system.
- Review sync status after connection.
Review Sync Health
Check connection status, sync settings, last sync, failed events, and mapping configuration.
Disconnect an Integration
Disconnect when access should be revoked, the wrong account was connected, or the integration is no longer needed.
Safety Notes
- Confirm the correct external workspace or tenant before connecting.
- Review field mappings before syncing production data.
- Reprocess failed events only after the underlying mapping or data issue is fixed.