Connect an integration
Search the customer integration catalog, start an available connection, and verify its account status.
When to use this
Use Integrations when accepted prospects should be available in ClickUp, HubSpot, Pipedrive, Close, or a webhook workflow.
Requirements and availability
- ClickUp, HubSpot, Pipedrive, and Close are the supported customer integration cards.
- Free includes ClickUp template and delivery sync. Grow includes one other native CRM connection; Scale includes native CRM connections and multiple destinations.
- A card marked Requires Grow cannot connect on Free; opening a ClickUp template page is not the same as authorizing delivery.
How to do it
- Open Integrations.
- Search integrations or choose a card.
- For ClickUp, install or open the template if directed, then use the Connect ClickUp action in Agent or Prospects to authorize the workspace and sync delivery.
- For another available CRM, select Connect and approve access on the provider page.
- Return to Leama and verify Connected and the account row.
- Open Delivery to add the connected account to a workflow where available.
Fields and controls
| Control | What it does |
|---|---|
| Search integrations | Filters by name, description, supported objects, and visible status. |
| Connect | Starts authorization when the card supports it. A ClickUp template link opens installation, not authorization. |
| Manage / Open | Opens settings for an existing connection. |
| Disconnect | Removes the connection after confirmation. |
| Set up webhook | Opens signed webhook delivery. |
What happens next
A successful authorization returns a Connected account. ClickUp needs template sync before it can receive optional copies. Starter prospecting continues in Leama without it. Connection alone does not prove each later delivery; use destination and record history.
States you may see
| State | Meaning |
|---|---|
| Connected | Authorization is available. |
| Setup required | Complete the connection-specific setup. |
| Reconnect needed | Authorization is unusable; reconnect before delivery resumes. |
| Error | The connection could not complete or operate. |
| Pending | The connection is not ready. |
| Disconnected | No active authorization exists. |
Credits and usage
Connecting does not use credits. Additional CRM connections and destinations can have recurring add-on charges.
Common problems
| Problem | What to check |
|---|---|
| Access was not approved | Nothing was connected; start Connect again and complete approval. |
| Reconnect needed | Reconnect before expecting new workflow deliveries. |