Configuration → Integrations is the catalog for connecting EDGE Sword to external platforms. Available integrations can be connected, tested, and managed here; coming-soon items appear in the same list but are not yet connectable.
Please note:
- Most integrations are workspace-level. Google Calendar / Meet are per-user OAuth — each teammate connects their own Google account.
- After connecting lead-capture sources, configure Lead Distribution so new leads land in the right pipeline and owner pool.
- Map inbound webhook keys under Webhook field mappings when using LeadsBridge or similar payloads.
- Messenger and Instagram DM reuse the Meta Facebook connection — connect Facebook first, then enable messaging channels.
Open the hub
- Open Configuration → Integrations (or Configuration, which redirects here).
- Browse by category: Lead Capture, Messaging, Calling, Analytics, Email, Calendar, Meetings, Accounting, Location.
- Use Connect / Setup on an available card, or open Manage / Configure when already connected.
Available today
| Integration | Category | Guide |
|---|---|---|
| Facebook (Meta native) | Lead capture | Connect Facebook Lead Ads (Meta) |
| Facebook Lead Ads (LeadsBridge) | Lead capture | Connect Facebook via LeadsBridge |
| Facebook Messenger | Messaging | Connect Messenger and Instagram DM |
| Instagram Direct Messages | Messaging | Connect Messenger and Instagram DM |
| WhatsApp Business | Messaging | Connect WhatsApp Business |
| Google Calendar + Meet | Calendar / Meetings | Connect Google Calendar and Meet |
| Sage 200 | Accounting | Connect Sage 200 |
| HookTrace | Location | Connect HookTrace location |
Coming-soon cards (LinkedIn Lead Gen, Google Ads, Twilio SMS/Voice, and others) stay visible so you can plan, but they cannot be connected yet.
Related Configuration tools
Integrations sit alongside other Configuration sidebar items:
| Tool | Purpose |
|---|---|
| Import / Migrate | Bulk load leads from Excel/CSV |
| Lead Distribution | Route inbound leads by source |
| Product Image Match | Match uploaded images to products |
| Product Data Import | Spreadsheet updates for product fields |
| Custom fields | Entity fields + webhook mappings |
| Custom activity types | Structured lead activity templates |
| Sales pipelines | Stages and stage automations |
flowchart LR Hub[Configuration → Integrations] --> Connect[Connect provider] Connect --> Source[Inbound leads or sync] Source --> Dist[Lead Distribution] Dist --> CRM[Leads / Deals] Hub --> Sync[Sage sync / WhatsApp / Calendar]
Identity providers for sign-in (Google / Slack on your profile) live under Linked accounts — that is separate from Calendar OAuth and from tenant integrations.