Question 1

How long does it take to set up an integration?

Accepted Answer

Most integrations can be connected in under 5 minutes using OAuth authentication. Simply click "Connect," authorize access, and configure your sync preferences. No coding required.

Question 2

Will my existing data be migrated?

Accepted Answer

Yes! When you first connect an integration, you can choose to do a full historical sync or start fresh. For CRM integrations, we can import your existing contacts, deals, and activities.

Question 3

What happens if an integration disconnects?

Accepted Answer

If a connection is interrupted, we'll notify you immediately via email and in-app alerts. Your data remains safe, and you can reconnect with one click. Pending syncs will resume automatically.

Question 4

Can I limit what data syncs between platforms?

Accepted Answer

Absolutely. Each integration has granular sync controls. You can choose which objects to sync, set up filters based on fields, and control the sync direction (one-way or bi-directional).

Question 5

Do you support custom/proprietary systems?

Accepted Answer

Yes! Our REST API and webhooks allow you to build custom integrations with any system. We also offer professional services for enterprise customers who need help with custom implementations.

Question 6

How do webhooks work?

Accepted Answer

Webhooks send real-time notifications to your systems when events occur in PSS (new contact, deal updated, etc.). You can configure webhook endpoints in Settings → Integrations → Webhooks.

Question 7

Is there an additional cost for integrations?

Accepted Answer

All standard integrations are included in every plan at no extra cost. Premium integrations and API access are included in Professional and Enterprise plans.

Question 8

What if I need an integration you don't have?

Accepted Answer

We're always adding new integrations based on customer requests. Submit your request through our feedback portal, or use our API to build a custom connection. Popular requests are prioritized in our roadmap.

Connect Dynamics 365 with Parallel Strategies AI

What's Included

Works With These PSS Tools

Ready to Connect Dynamics 365?