Your business stores a wealth of information about its customers in SaaS applications like CRMs, help desk software, biling software, eLearning tools, etc. Akita makes it easy to integrate these data sources, creating a true, 360-degree view of each of your customers. You can use this enhanced view of your customers to build powerful segments, intelligent health scores and perfectly targeted workflows that will supercharge your Customer Success initiatives.

Before you connect your first 3rd-party integration, you will want to consider how your different sources of data can be associated with one another. You will need a common identifier between the different sources so Akita can associate the two different records together. You can learn more about how to configure your integrations here.

When you are ready to begin, visit Settings / Integrations and click on the "+ Integration" button.

Search or browse our directory for the Integration you would like and click on the Integration to continue.

If you do not see the integration you require, use the chat window to speak to a member of our team. We are rapidly enabling integrations and can likely have it ready for you in a day or two.

When you select an integration, you can see the items you can sync and how frequently each data type will by refreshed.

To proceed, click the "Connect [ Integration Name ]" button. You will be prompted for the information required to authenticate the connection. There are two types of authentication: OAuth-based and Token-based.

Where offered by our integration partner, we employ OAuth-based authentication. In this scenario, clicking on the 'Connect' button will take you to our integration partner's website. Here you will provide your authorize Akita to sync the necessary data from your account.

Sometimes, Akita will require an 'api key' or 'token' from the integration partner. Follow the instructions on the partner's website to obtain the token, paste it in the form provided and then click "Connect to [ Partner Name ]".

Once you have successfully authenticated Akita, you will select the individual types of data to sync from the integration partner. Tick the box next to the types of data you wish to sync.

For Accounts and Contacts (or their equivalent type in the partner application), you will need to configure the connection. This provides Akita with instructions on how to associate data between Akita and the partner application. You can read more about the options available for configuring your integration here.

Once you have configured the connections for Accounts and Contacts, click "Next >".

When you have selected the desired data types and completed any required configuration, click "Activate >" to finalize your integreation. Akita will begin syncing data from the partner application!