Settings and integrations

For

Company admins

Owner

Customer operations

Outcome

Configure workspace settings and open the correct supported integration path.

Last verified

2026-08-30

Next review

2026-11-28

Status

supported

Settings pages change the rules the rest of the workspace follows. Make one change at a time, record the reason, and verify the customer-facing workflow after you save.

Find the right hub

• Company settings cover organization-wide identity and policy.
• Data model settings cover fields, sources, and duplicate behavior.
• Revenue operations settings cover stages, activity types, scoring, and service expectations.
• Integrations settings cover external providers and API clients.
• Compliance settings cover the rules and evidence required for sensitive data work.

Change management

1. Write down the current behavior before changing it.
2. Make the smallest change that answers the business need.
3. Test a normal path and a denied or failure path.
4. Confirm existing records and active workflows still resolve correctly.
5. Tell the people who will see the new behavior.