Connect Integrately
The third supported option, on every plan. Same principles: keep the Convarza half in a workflow.
Integrately leans on prebuilt one-click automations, which is genuinely convenient and carries one specific risk: it is easy to enable something without reading what it does.
The same rule holds as for the other two platforms. Keep the Convarza half thin — a catch hook into a workflow — so the logic your team depends on is somewhere they can read it.
Before you start
- An Integrately account.
- Admin access.
Steps
Connect Convarza with your API credentials
From developer options under Organisation → Integrations.
Note which prebuilt automations you enable as you go. Integrately makes it easy to turn several on quickly, and a list of what is running is much easier to keep than to reconstruct.
Read what a prebuilt automation does
Before enabling it. One-click convenience means one-click consequences, and an automation creating contacts on a trigger you did not expect fills your workspace quickly.
Keep the Convarza side in a workflow
A catch hook into a workflow keeps the logic readable and gives it an owner who is told when it fails.
Test with one record
Then open the contact it created or changed and confirm every field landed where you expected.
Make it safe to run twice
Same rule as everywhere: upsert rather than create, or the first retry produces a duplicate.
Review connected automations quarterly
Automations nobody remembers enabling are the ones that surprise you six months later.
Check it worked
List every automation you have enabled and, for each, say out loud what it does. Anything you cannot explain should be switched off until you can.
The parts people get wrong
- All three integration platforms are on every plan.
- Prebuilt automations are convenient and opaque. Read before enabling.