Using WhatGenius

Integrations and Connected Apps

Last updated on April 2, 2026

Overview

The Apps section lets you connect third-party applications to your WhatGenius workspace. Integrations allow external tools to interact with your workspace data — for example, syncing contacts from a CRM or triggering campaigns from another platform.

Before you start

  • You need the view_apps permission to see the Integrations section.
  • You need the manage_apps permission to add, configure, or remove integrations.

How to view your integrations

  1. Click Apps in the left sidebar.
  2. The page lists all integrations currently installed in your workspace.
  3. Each integration shows:
    • The app name and icon
    • Connection status (Connected or Disconnected)
    • The date it was last synced
    • Actions to configure, disconnect, or delete

How to add a new integration

  1. On the Apps page, click the button to add or connect a new app.
  2. Browse or search the available integrations.
  3. Click the integration you want to add.
  4. Follow the authentication and configuration steps shown on screen — these vary by app and may redirect you to the third-party service to authorize the connection.
  5. Once authorized, the integration appears in your list with a Connected status.

How to configure an integration

  1. Find the integration in your Apps list.
  2. Click the Configure action on its row.
  3. Adjust settings as available for that specific integration.
  4. Save your changes.

How to disconnect an integration

  1. Find the integration in the list.
  2. Click the Disconnect action.
  3. Confirm the action.

Disconnecting stops the integration from syncing or sending data. The integration entry remains in the list in a Disconnected state — you can reconnect it later.

How to delete an integration

  1. Find the integration in the list.
  2. Click the Delete action.
  3. Confirm the deletion.

Deleting an integration removes it from your workspace entirely. To use it again, you would need to add and re-authorize it from scratch.

Tips & things to know

  • Integrations are workspace-wide. Any team member with the view_apps permission can see them.
  • The specific data an integration can access depends on the scopes granted during the authorization step. You can review scopes before confirming.
  • If an integration shows as Disconnected, it usually means the authorization token has expired. Click Configure or re-authorize to reconnect it.
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