How do I connect an integration?

Settings → CRM Integrations, then the relevant section:

• Email Accounts → Add Email Account / Connect New Email
• Calendar Integrations → Add Calendar
• External Storage → Add Storage
• Video Conferencing → Connect your Zoom account
• CRM Provider Connections → Connect Wealthbox / Connect Redtail

Most use a pop-up sign-in — click Connect to authenticate, then please complete the authentication in the popup window.