Connecting Your Embeddables with Integrations

Integrations allow you to connect your embeddables to the other third-party services you use, extending their functionality far beyond the page they are embedded on. You can use integrations to send data, track analytics, trigger notifications, accept payments, and much more.

This guide provides a general overview of how the integration system works.

---

Types of Integrations

The available integrations are organized into several categories to help you find what you need.

• Analytics: Connect to services like Google Analytics, Mixpanel, or Facebook Pixel to track user interactions and measure the performance of your embeddables.
• Notification: Send real-time alerts when users interact with your embeddable. This includes sending messages to a Slack channel or using the built-in Embeddable Emails service.
• Payments: Process payments and transactions directly within your embeddables using services like Stripe.
• Send Data: Push data collected from your embeddables (like form submissions) to external platforms using a universal Webhook.

---

How to Connect an Integration: The Credential System

To connect to a third-party service, you first need to provide the necessary authentication information (like an API Key or Bot Token). This is handled safely and securely through our Credential System.

A key benefit of this system is that you only need to set up a credential once per project. After you create a credential for a service like Slack, you can reuse it across all the different embeddables within that same project without ever having to find your API key again.

Step 1: Select an Integration

From the main editor screen, click the Integrations icon (a plug) in the top-right corner. Find the service you want to connect to in the list and click Connect.

Step 2: Create a New Credential (for First-Time Setup)

If this is the first time you are connecting this service in your project, you will need to create a new credential.

1. Click the "Select credential" dropdown menu and choose Create New Credential.
2. Give your credential a memorable name (e.g., "Company Slack").
3. Enter the required key or token from the third-party service (e.g., your Slack Bot Token).
4. Click Create Credential.

Step 3: Select the Credential and Configure

After creating the credential, you will be returned to the previous screen.

1. Click the "Select credential" dropdown again and choose the credential you just created.
2. Click Connect.
3. You will now be able to configure the specific settings for the integration (for example, choosing which Slack channel to post to, or what the message should say).