Integration Best Practices

Integration Setup

Set up integrations correctly from the start:

• Start with Core Integrations: Connect essential tools first
  • Begin with calendar integration (most important)
  • Add project management tools if you use them
  • Connect CRM systems for sales teams
• Verify Connections: Test integrations after setup
  • Confirm data is syncing correctly
  • Check that meetings are appearing
  • Verify webhook deliveries if applicable
• Review Permissions: Understand what permissions you're granting
  • Read integration documentation for each tool
  • Grant only necessary permissions
  • Review OAuth scopes before authorizing

Sync Configuration

Configure sync settings for optimal performance:

• Calendar Sync Frequency: Balance timeliness with system load
  • Real-time: For critical meetings requiring immediate updates
  • Hourly: Recommended for most use cases
  • Daily: Sufficient for less time-sensitive scenarios
• Sync Scope: Define what gets synced
  • Select specific calendars if you have multiple
  • Filter by meeting types if needed
  • Exclude personal calendars if not relevant
• Monitor Sync Health: Keep an eye on sync status
  • Check integration health dashboard regularly
  • Review sync logs for errors
  • Address connection issues promptly

Data Management

Manage integrated data effectively:

• Data Mapping: Ensure fields map correctly
  • Verify custom field mappings in CRM integrations
  • Check that meeting data appears correctly in connected tools
  • Update mappings if your data structure changes
• Avoid Duplicates: Prevent duplicate records
  • Configure deduplication rules where available
  • Review synced data for duplicates
  • Clean up duplicates manually if needed
• Data Quality: Maintain high data quality
  • Ensure meeting titles and descriptions are clear
  • Use consistent naming conventions
  • Keep metadata accurate and up-to-date

Security Practices

Keep integrations secure:

• Regular Credential Review: Review connected accounts periodically
  • Check which accounts are connected
  • Remove unused or outdated connections
  • Rotate credentials if security is compromised
• Monitor Access: Keep track of integration access
  • Review who has permission to manage integrations
  • Limit integration management to trusted administrators
  • Audit integration activity logs
• Secure Webhooks: If using webhooks, ensure they're secure
  • Use HTTPS for webhook endpoints
  • Implement webhook signature verification
  • Monitor webhook delivery for suspicious activity
• Update Permissions: Keep OAuth permissions current
  • Review and update permissions when needed
  • Remove unnecessary permissions
  • Re-authorize if permissions change