Workspace Integrations Reference
This guide covers integration operations from the workspace settings and integrations pages.Integration lifecycle
Typical lifecycle:- Install/connect provider.
- Configure provider settings.
- Enable required triggers/subscriptions.
- Monitor health and delivery.
- Pause/disconnect when needed.
- active
- paused
- error
- disconnected
Supported provider classes
Common provider classes include:- payments (for revenue/conversion ingestion)
- CRM systems (lead/customer sync patterns)
- ecommerce systems (order and lifecycle signals)
- chat/automation destinations (alerts and event forwarding)
Workspace integrations page behavior
Typical capabilities:- browse catalog
- open provider detail page
- connect/disconnect
- view installation metadata
- access provider-specific settings
Provider settings reference
Stripe
Common options include:- conversion and lifecycle sync controls
- free-trial tracking toggles
- quantity/provisioned-seat tracking options
HubSpot
Common options include:- lead trigger event mapping
- lifecycle stage configuration
- closed-won stage mapping
Slack
Common options include:- workspace/channel authorization
- destination channel selection
- event notification routing
Segment
Common options include:- write key setup
- event forwarding and mapping behavior
Shopify
Common options include:- webhook URL verification
- webhook secret management
- store-specific event sync behavior
Zapier / generic automation connectors
Common options include:- webhook URL
- secret/token validation
- trigger event selection
Webhook and signature operations
For inbound/outbound webhook-style integrations:- verify destination URL and TLS.
- configure and securely store secrets.
- verify signature handling.
- test retries and idempotent receiver behavior.
Data flow expectations
Typical integration outcomes:- inbound conversion events become conversions/customers/events.
- outbound automations forward selected workspace events to external tools.
- analytics and reporting reflect ingested events after processing windows.
Testing checklist by provider
- Run test event end-to-end.
- Confirm event appears in intended Linquid page/tab.
- Confirm status/value/currency fields are correct.
- Confirm retries do not create duplicate outcomes.
- Confirm disabling integration halts new event sync.
Failure scenarios and first actions
Related:
/user-guides/manual/ecosystem/integrations-and-automation/user-guides/manual/ecosystem/provider-setup-playbooks/user-guides/manual/ecosystem/integrations-and-webhooks-reference/user-guides/manual/data/conversion-methods-and-event-types-reference