# Integrations

## What is Integration?

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Integration refers to the act of **linking** a SaaS platform with other software services or platforms. This **facilitates** the sharing of data and automation of workflows. 

Integration is particularly important for **cloud-based software solutions** accessed via the internet, as it **enhances** their functionality and **expands** their usefulness.

### **Few functionalities of integration are as follows :-**

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1. **Data Sharing :-**\
   Integration enables the **seamless sharing** of data between different online platforms and applications. **For instance**, you can transfer lead data from NeoDove to your server or another platform to **update details**, or vice versa. This facilitates efficient data management and synchronization across various systems.
2. **Functionality Exchange :-**\
   Integration grants access to the **functionality** of other platforms using the resources of your application. **For example**, you can automate WhatsApp or email templates for leads in NeoDove by integrating your WhatsApp or email marketing tools. This **streamlines** communication and enhances efficiency in lead management.
3. **Workflow Automation :-**\
   Integration enables workflow automation to boost productivity. **For instance**, you can automate lead transfers to internal teams based on **lead status** in NeoDove. This **streamlines** operations and ensures efficient lead management. 
4. **Real-Time Updates :-**\
   Integrations **facilitate** real-time update notifications and reporting through **collaborative tools**. This enhances communication and ensures timely insights for **informed decision-making**.
5. **Third Party Integrations :-** \
   Integration empowers businesses to **streamline** their processes by connecting third-party applications. **For instance**, in the real estate industry, integrating platforms allows **seamless** transfer of leads from real estate portals to NeoDove Telecalling CRM in real-time, **enhancing** efficiency and effectiveness.

### Integration in NeoDove 

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NeoDove's partnerships and integrations with various third-party platforms **facilitate** the seamless acquisition of leads from diverse sources across industries. 

Once these **integrations** are set up, leads from these sources are **automatically** added to NeoDove campaigns and assigned to your team. 

This ensures that NeoDove **operates** smoothly, almost autonomously, **eliminating** the need for manual lead uploads and enabling agents to focus on **productive tasks**.

                                                                                                                                                         

### How to go to the Integration Page on NeoDove Panel?

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1. **Log in** to your NeoDove account ([ https://connect.neodove.com/](https://app.neodove.com/) )
2. Go to the "**Integrations"** option, from the left-hand tab on your screen. 

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FnoINXfuWnrCEe8lOZwUt%2FIntegration.png?alt=media&#x26;token=ab2db7c7-1db2-4039-975c-2d81a323c108" alt=""><figcaption></figcaption></figure>

### How can you see and manage your active integrations?

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1. **Log in** to your NeoDove account ([ https://connect.neodove.com/](https://app.neodove.com/) )
2. Go to the "**Integrations"** option, from the left-hand tab on your screen.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FnoINXfuWnrCEe8lOZwUt%2FIntegration.png?alt=media&#x26;token=ab2db7c7-1db2-4039-975c-2d81a323c108" alt=""><figcaption></figcaption></figure>

3. Click on the "**View Active Integration**" button on the top right corner of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FcbnPah01m5ZrdhBGewPm%2FView%20Integration.png?alt=media&#x26;token=e56488c8-8033-495e-ad11-6e4d5612fefc" alt=""><figcaption></figcaption></figure>

4. Once clicked, you will **redirect** to a new window where you can **view** and **manage** your active integrations, and if required also delete, applying conditions.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FFrjLhizchu4op6Flyf3f%2FActive%20Integrations.png?alt=media&#x26;token=9de5427a-2b48-4afc-adcc-8d78ccfc0841" alt=""><figcaption></figcaption></figure>

5. Post that, you can come back to the **previous page** where you will be able to access another option that is the "**View Logs**" option.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FbG25gaErw9wS03vzVksW%2FView%20Logs.png?alt=media&#x26;token=607add4a-5a90-4c21-8518-f14f44196f52" alt=""><figcaption></figcaption></figure>

6. Enhanced logging now provides **detailed records** of lead creation, merging, and failures in file uploads and Google Sheet syncs, **improving** visibility and traceability.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FtcWM0j5yPKAI05fdflse%2FView%20log.png?alt=media&#x26;token=5d11d492-729d-4ffd-ae34-0efcf179c49a" alt=""><figcaption></figcaption></figure>

7. The Logs can further be filtered through **Campaign Wise**.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FqrgRzyFgDZauD6iEKo6l%2FCampaign%20Filter.png?alt=media&#x26;token=fcd7cfdd-9397-4204-99c4-c66a444ea0cd" alt=""><figcaption></figcaption></figure>

8. Along with that, the logs can also be filtered through **Source Wise** as well.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F1bxXS5aN7zESHakwv7zx%2FSource%20Filter.png?alt=media&#x26;token=772a9cb7-c7d4-40d0-823d-c7ee5070dbb0" alt=""><figcaption></figcaption></figure>

9. After filtering; when the **exact data** will be visible, then at the extreme right hand side of any of the particular upload there is a "**View**" button which gives a complete visibility on a **lead level** whether it got created, merged or failed.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FxtbxhaW6khwaO3se7WZf%2FLogs%20View.png?alt=media&#x26;token=07c4581e-794e-4c40-b2bb-a2ed4fd0818a" alt=""><figcaption></figcaption></figure>

10. The **lead level visibility** for a particular upload can be filtered through **different status**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FesTDcIgfFTsYVPw9XZMf%2FLogs%20Status.png?alt=media&#x26;token=6021216b-03ea-431c-9ccb-2efa5ee30c62" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** The Logs are being maintained for a **maximum tenure** of last 30 days only.
{% endhint %}