Integrations
Integrations
Connect Karolina to your existing tools for comprehensive customer intelligence.
Overview
Karolina integrates with your CRM, communication, support, and analytics tools to provide a unified view of customer health.
Integration Types
| Type | Examples | Connection Method |
|---|---|---|
| OAuth | Slack, Salesforce, Gmail | Secure authorization flow |
| API Key | Stripe, PostHog, Amplitude | Direct API access |
| Webhook | Custom systems | Incoming/outgoing events |
Supported Integrations
CRM Platforms
| Integration | Syncs | Setup Guide |
|---|---|---|
| Salesforce | Accounts, Contacts, Opportunities | OAuth |
| HubSpot | Companies, Contacts, Deals | OAuth |
Communication
| Integration | Syncs | Setup Guide |
|---|---|---|
| Slack | Notifications, Channels | OAuth |
| Gmail | Emails, Drafts | OAuth |
| Outlook | Emails, Calendar | OAuth |
| Google Calendar | Meetings, Events | OAuth |
| Intercom | Conversations | OAuth |
Support
| Integration | Syncs | Setup Guide |
|---|---|---|
| Zendesk | Tickets | OAuth |
Analytics
| Integration | Syncs | Setup Guide |
|---|---|---|
| PostHog | Feature usage, Events | API Key |
| Amplitude | Product analytics | API Key |
| Mixpanel | User behavior | API Key |
Billing
| Integration | Syncs | Setup Guide |
|---|---|---|
| Stripe | Subscriptions, MRR, Churn | API Key |
Connecting an Integration
OAuth Integrations
- Go to Settings → Integrations
- Find your integration
- Click Connect
- Authorize Karolina in the provider’s portal
- Configure sync preferences
- Click Save
API Key Integrations
- Go to Settings → Integrations
- Find your integration
- Click Connect
- Enter your API credentials:
- API Key
- Secret Key (if required)
- Region/URL (if applicable)
- Click Verify & Save
Sync Settings
After connecting, configure sync behavior:
Sync Frequency
| Option | Description |
|---|---|
| Real-time | Immediate updates via webhooks |
| Hourly | Data syncs every hour |
| Daily | Full sync once per day |
| Manual | Only on-demand sync |
Sync Scope
Select which data to sync:
- All records
- Specific record types
- Records matching filters
Managing Integrations
Viewing Integration Status
- Go to Settings → Integrations
- See status indicators:
- 🟢 Connected: Active and syncing
- 🟡 Warning: Syncing with issues
- 🔴 Error: Connection failed
- ⚪ Disconnected: Not active
Editing Integration Settings
- Click the integration card
- Update credentials or settings
- Click Save Changes
Disconnecting an Integration
- Click the integration card
- Click Disconnect
- Confirm the action
Warning: Disconnecting will stop all data sync. Historical data will be preserved.
Webhook Configuration
Incoming Webhooks
Receive events from external systems:
- Go to Settings → Integrations → Webhooks
- Click Add Webhook
- Enter the webhook URL in your external system
- Configure event types to receive
- Test the connection
Outgoing Webhooks
Send events to external systems:
- Go to Settings → Integrations → Webhooks
- Click Create Outgoing Webhook
- Enter the target URL
- Configure payload format
- Set up authentication
Troubleshooting
| Issue | Solution |
|---|---|
| OAuth authorization fails | Check redirect URIs, clear cookies |
| API key invalid | Verify key permissions, regenerate if needed |
| Sync stuck | Check rate limits, try manual sync |
| Data missing | Verify API permissions, check filters |
For detailed troubleshooting, see Integration Errors.