Setup & Maintenance

Configure Integrations

Connect external systems and account-level integrations without breaking sender operations.

Purpose

Integrations affect account-wide behavior. Connect them when there is a defined use case, owner, and expected sync or delivery outcome.

Prerequisites

  • The account that should own the integration.
  • The downstream workflow that needs the data or endpoint.
  • Credentials with the minimum scope required for the workflow.

Steps

  1. Connect only the integration needed for the current workflow.
  2. Verify connection health and last sync state after setup.
  3. Document the downstream consumer before exposing inbound endpoints or external automation.
  4. Review integration status during weekly account maintenance.

Verification

  • The integration belongs to the correct account.
  • The connection status and last sync are expected.
  • Any webhook or sync consumer has a clear owner.

Common mistakes

  • Connecting CRM data before deciding which lists or stages will receive it.
  • Sharing one webhook endpoint across unrelated workflows.
  • Ignoring last-sync health after the first successful connection.

If you are passing prospects into Audienti from another system, continue with the prospect webhook guide.

Related guides

Set Up Your Workspace

Configure your account, confirm your target workflow, and prepare your team to send.

Connect Social Accounts

Connect the inboxes and sender accounts Audienti needs for outbound and reply workflows.

Account Maintenance

Maintain sender health, usage, exports, DNC, custom signals, proxy, and account-level settings.

Prospect Webhooks

Create inbound prospect endpoints, map lists correctly, and verify delivery behavior.