Choose the right connection method
Connect an integration
1
Choose your team
If you use more than one team, select the team that should have access to the connection.
2
Open the integration
Go to Integrations, search for the tool, and open its connection card.
3
Follow the setup steps
Adam will ask you to sign in, install an add-in, pair a computer, or enter a key depending on the product.
4
Confirm it is connected
Return to Connected and check that the account or computer appears.
Use an integration in a task
Tell Adam which product, document, or record to use and what you want it to do. If you connected more than one account, say which one you mean. For important changes, ask Adam to review the work and wait for you before editing anything:Review before changing a connected system