You need a role with access to the Developers settings (for example, the system role
admin) to connect or disconnect integrations.Available integrations
Open your user menu, click Settings, then Developer › Integrations to see all available providers. Each card has a Documentation button that opens the provider’s setup guide.
For a step-by-step CRM guide, see Connect your CRM.
Connect an integration
1
Go to Integrations
Go to Settings › Developer › Integrations.
2
Find the integration
Locate the provider card in the list.
3
Click Connect
Click Connect on the card and follow the provider’s authorization flow. For Pennylane, you connect with an API token.
4
Return to Qwoty
Once the connection is done, the card shows Connected. Click Configure to review its settings.
Integration active.
Restricted integrations
Some providers, such as Salesforce and Salesforce (Sandbox), are in restricted access. Their card shows Request access instead of Connect. Click it, then Send request: the Qwoty team reviews your request and contacts you once access is granted. The card then shows Request sent.Disconnect an integration
Click Disconnect on a connected card and confirm. All synchronization data for this integration is deleted, and this can’t be undone.What’s next
Connect your CRM
Step-by-step guide for HubSpot, Pipedrive, and Salesforce.
Send your first quote
Create a quote and send it to a customer.