Integrations: connect any app
Link another app to your workspace, pull its data in, or send your records out to it. You say what you want in plain words and check a preview before anything moves.
What it does
An integration is a connection between SoftSolz and another app you use. Once it is connected you can do two things.
- Bring data in. Read from the other app and save the result in Sales Pipelines, Contacts, Blogs, Knowledge Base or a form's submissions.
- Send data out. Take records from My Leads, Contacts, form submissions or Appointments and send them to the other app.
Either one can run once, or repeat on a schedule.
Connect an app
Open Marketplace → Apps → Integrations. It is a tab next to Available and Available on demand. Members whose role includes Apps manage can add and change integrations. Apps view lets a member see them.
- Press Add an integration.
- Give it a name you will recognise.
- Paste the app's server address. It is an MCP server address and must start with
https. - Choose how to sign in: Sign in with the app, or paste an access key if the app gives you one.
- SoftSolz reads which actions the app offers. The app's icon is found for you.
- Under Choose what it can do, review the list. Reading is switched on to start with. Anything that changes the other app stays off until you switch it on.
Bring data in
Open the integration and choose Ask about your data.
- Say what you want in plain words, for example: "Every open deal from last month, with the contact's name and email."
- Choose where it goes: Sales Pipelines deals, Contacts, Blog drafts, the Knowledge Base, or a form's submissions.
- Press Check. You see a preview with the counts, the first rows, and how the fields match. You can change the match for each column.
- Where a value has no match, you decide: use the first option, leave it blank, or skip that row.
- Press Send for approval. Once approved, the data is imported.
- Imports are quiet. No notification emails go out and no automations fire.
- A record that was already imported is never added twice.
- Checking uses AI credits. Running the same import again does not.
Send data out
- Choose where the records come from: My Leads, Contacts, Form submissions or Appointments. You only see what your role lets you see.
- Look at the preview. Personal details are listed, each with its own switch, so you decide what leaves SoftSolz.
- Check that the other app's write action is switched on under Choose what it can do. If it is off, nothing can be sent.
- SoftSolz sends one test record first. Check it in the other app, then send the rest.
- The results list shows every record, and for each failure the other app's own reason. Press Retry failed to try those again, or download the list.
Repeat it
Turn an import or a send into a rule that runs by itself: every day, every week, every month, or on days you pick, at a time you choose in your workspace time zone. You approve the rule once.
A rule stops and asks you when:
- a value has no match,
- more than 2 records fail,
- the number of records is about 10 times the usual,
- the person who approved it loses access, or
- the app needs signing in again.
After each run you get a summary. On the integration's card you can pause the rule, run now, or stop it.
Good to know
| Limit | What it means for you |
|---|---|
| Only apps with an MCP server | If the app does not offer one, it cannot be connected here. |
| What you can read depends on the app | You can only ask for what the app chooses to show. |
| Preview counts are approximate | They come from the first rows read, so a large number shows as 100+. |
| Sent contacts stay sent | SoftSolz cannot take a contact back out of the other app. Remove it there if you need to. |
Disconnect
Open the integration and press Disconnect. SoftSolz loses access to the other app straight away. Data you already imported stays in your workspace.
Questions
Who can set this up?
Members whose role includes Apps manage. Members with Apps view can see integrations but not change them. Admins can edit roles under Account & team.
Can the other app be changed without me knowing?
No. Reading is on to start with, and anything that changes the other app is off until you switch it on under Choose what it can do.
Will an import create duplicates?
No. Records that were already imported are recognised and left alone, including when a rule repeats.
Does it cost AI credits?
Checking what you asked for uses AI credits. Running the same import again does not.
What happens if a repeating rule runs into trouble?
It pauses and asks you. This happens when a value has no match, more than 2 records fail, the volume is about 10 times the usual, the approver loses access, or the app needs signing in again.