Choose an integration
Choose the system you want to connect. Each card opens the setup guide for that connection.
Where integrations are managed
Section titled “Where integrations are managed”Open Settings → Integrations to create, open, pause, reconnect, or disconnect an integration. The detail shown for each connection depends on its type:
- Webhooks and the Developer API show a connection name, status, credential controls, and receipts or activity where available.
- CopyLoop Connector shows site details, installation, verification, consent setup, and source health.
- Salesforce shows List, Automations, Suppressions, and Sync tabs after authorization.
Credentials
Section titled “Credentials”The Connector site key is designed for its browser installation and is limited by the Connector configuration. Webhook secrets, Developer API keys, and WordPress connection secrets are private. Store them only in the server, plugin, or automation-tool credential field that uses them.
Never put an Application Source credential or private form connection secret into browser code, page HTML, a mobile binary, or a public repository.
Check the connection
Section titled “Check the connection”After setup, use the status shown on the integration detail page:
- A Connector moves from waiting to connected after CopyLoop receives a supported live signal.
- A Webhook or Developer API write returns a receipt that can be followed through processing.
- Salesforce shows sync progress, counts, history, and errors in Sync.
- A CSV import reports imported and rejected rows after processing.
Creating or updating a contact through an integration does not, by itself, clear an unsubscribe or another email suppression.