Integrations

Connect the platform to your CRM, commerce, storage, identity, content, and data tools so audiences and content stay in sync.

Integrations link the platform to the systems you already use, so subscriber data, content, and Broadcast activity move between them automatically. Use this area when you want to keep audiences current, pull assets into an Edition, or notify your own systems when things happen.

What you can do here

• Sync contacts and audiences from your CRM, such as Salesforce.
• Bring customer, order, and product data in from commerce platforms like Shopify and Magento.
• Let Authors sign in with SSO and sync directory groups using Microsoft Entra ID.
• Pull files, documents, and designs into Editions from SharePoint, Canva, and more.
• Send outbound webhooks on Broadcast events, and accept inbound webhooks to update subscribers or start automations.
• Schedule automatic subscriber imports from an SFTP, cloud file, or data feed.

Start here

1. Connect Salesforce to sync contacts and audiences
2. Connect Azure AD for single sign-on and directory sync
3. Connect a file or data source for imports
4. Send outbound webhooks on Broadcast events
5. Troubleshoot integration connections

In this section

• Troubleshoot integration connections — Diagnose and fix failed connections, expired credentials, and data that is not syncing.

How To

• Connect Salesforce to sync contacts and audiences — Link your Salesforce org so leads, contacts, and campaign activity flow between Salesforce and the platform.
• Connect your Shopify store — Connect Shopify to pull customers, orders, and products for use in your audiences and Editions.
• Connect your Magento store — Connect Magento to bring customer and order data into your audiences and Editions.
• Connect SharePoint for files and content — Link SharePoint so Authors can pull documents and assets into their Editions.
• Connect Azure AD for single sign-on and directory sync — Set up Azure AD to let Authors sign in with their work accounts and to sync directory groups into audiences.
• Send outbound webhooks on Broadcast events — Push real-time notifications to your own systems when opens, clicks, and other Broadcast events occur.
• Trigger actions with inbound webhooks — Let external systems call the platform to add subscribers, update fields, or start automations.
• Connect a file or data source for imports — Set up an SFTP, cloud file, or data feed so subscriber lists import automatically on a schedule.
• Add Canva designs to an Edition — Connect Canva so Authors can import designs and graphics directly into their Editions.
• Embed Spotify content in an Edition — Add Spotify tracks, playlists, or podcasts to an Edition using the Spotify integration.

Reference

• Webhook events and payload reference — Look up the available event types and payload fields for inbound and outbound webhooks.

---

Terms: Author = the user; Edition = an email an Author builds; Folder (Project Folder) = where Editions are organized; Broadcast = an Edition that is sent out; subscriber = recipient; SSO; Microsoft Entra ID.