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Manage Your Integrations

Last updated on Apr 06, 2026

Manage Your Integrations

Once you have connected your integrations, this guide covers how to monitor their health, re-authenticate expired connections, and use them effectively in your enrichment workflows.

View All Your Connected Integrations

Go to Settings, then Integrations. You see a dashboard showing:

  • Integration Name: The name of the service (for example, "Salesforce," "HubSpot," "DataProvider XYZ")
  • Status: Connected, Not Connected, Expired, or Error
  • Connection Date: When you first connected it
  • Last Activity: The most recent time TexAu used this integration
  • Actions: Buttons to manage the integration (re-authenticate, disconnect, etc.)

At a glance, you can see which integrations are active, which need attention, and which have not been used recently.

Check Integration Status and Health

Green Status = All Good

If an integration shows a green checkmark and "Connected" status, it is healthy and ready to use. No action needed.

Yellow/Amber Status = Caution

A yellow status usually means the integration is working but there is something you should know:

  • Soon to Expire: Some OAuth tokens have expiration dates. If you see this status, re-authenticate within the next few days to avoid interruptions.
  • Limited Permissions: The integration has fewer permissions than typical. This might be by design (you limited permissions for security), but check that you have the permissions you need.

Red Status = Action Required

A red status means the integration is not working and needs your attention:

  • Expired: The OAuth token has expired. Click Re-connect to refresh it.
  • Invalid API Key: An API key is no longer valid. Generate a new key in the external service and update it in TexAu.
  • Authorization Revoked: You revoked TexAu's access in the external service. Disconnect in TexAu and reconnect to re-authorize.
  • Service Unavailable: The external service is temporarily down or unreachable. Try again in a few minutes.

Check Detailed Integration Info

Click on an integration to see more details:

  • Full permission list (for OAuth)
  • API endpoint or URL (for API key integrations)
  • Data sources available (if the integration provides multiple data sources)
  • Recent sync history (if the integration supports syncing)
  • Any error messages or issues

This is useful for diagnosing problems or understanding what data the integration can access.

Re-Authenticate Expired Connections

OAuth connections sometimes expire. This typically happens when:

  • The external service's token expires (varies by service, but often 30 to 90 days)
  • You revoke TexAu's access in the external service and want to reconnect
  • You want to update the permissions TexAu has

When you see an "Expired" status next to an integration:

  1. Click Re-connect next to the expired integration
  2. You are redirected to the external service
  3. Authorize TexAu again. You may be asked to update permissions. Review them and confirm.
  4. You return to TexAu with a refreshed connection

This usually takes less than a minute.

Tip: Set a calendar reminder to check your integrations monthly. Proactively re-authenticating expiring connections prevents disruptions to your enrichment workflows.

Integration Permissions and Scopes

For OAuth integrations, permissions are managed through "scopes." A scope is a set of permissions (like "read leads" or "write organizations").

Understand What Permissions You Have Granted

When you view an OAuth integration, you see the list of scopes TexAu has access to. Common scopes include:

  • Read Contacts/Leads: Can pull contact and lead information
  • Write Contacts/Leads: Can update contact and lead records
  • Read Organizations: Can pull company/account information
  • Write Organizations: Can update company/account records
  • Read Custom Fields: Can access custom fields in the external system
  • Delete Contacts: Can remove contacts (rarely needed)

Review this list and make sure it matches what you are actually using.

Update Permissions

If you want to change permissions (grant new ones or revoke existing ones):

  1. Click Disconnect next to the integration
  2. Click Connect again to reconnect
  3. During the authorization flow, you see the updated permission request
  4. Approve only the permissions you want
  5. Complete the connection

This reconnects the integration with a new set of permissions.

The Principle of Least Privilege

Security recommendation: Only authorize permissions you actually need. If you only pull data but never write data back, do not authorize write permissions. This reduces risk if anything ever goes wrong.

Use Integrations in Your Enrichment Workflows

Use Integrations as Data Sources

When you create a new table or add data to an existing table, many integrations let you sync data directly.

Example: You have Salesforce connected. You want a table of all your B2B leads from the "Enterprise" segment in Salesforce.

  1. Create a new table in TexAu called "Enterprise Leads"
  2. Choose Sync from Integration
  3. Select Salesforce as the source
  4. Configure filters (for example, "Segment = Enterprise")
  5. Click Sync

TexAu pulls your data from Salesforce into the table. Now you can enrich it and optionally push results back to Salesforce.

Use Data Providers in Enrichment Columns

Some integrations are data providers (like email lookup services, company databases, etc.). When you create an Action column, you can use these providers to automatically look up or enrich data.

Example: You have a data provider connected that provides phone numbers and emails. You have a table of companies with only names and domains.

  1. Create a new column in your table called "Company Email"
  2. Choose Action Column as the column type
  3. Select your connected email provider
  4. Map the company name or domain as the input
  5. The provider looks up the email and populates the column

Sync Enriched Data Back to External Tools

After you enrich data in TexAu, you can push it back to your CRM, email tool, or other connected service.

Example: You have enriched a table of leads with scores, personalized messages, and company insights. Now you want to sync that enriched data back to Salesforce.

  1. In the enriched table, click Sync Results
  2. Choose Salesforce as the destination
  3. Map TexAu columns to Salesforce fields (for example, "Lead Score" to "Salesforce Custom Field: Lead Score")
  4. Click Sync

TexAu pushes your enriched data back to Salesforce, updating records in real time.

Real-Time Syncing and Automation

For some integrations, you can set up automatic syncing:

  • Inbound: New data in the external service automatically flows into TexAu tables
  • Outbound: Enriched data in TexAu automatically syncs back to the external service

Once set up, this happens automatically with no manual work required.

Example: You set up automatic inbound syncing from Salesforce. Every time a new lead is created in Salesforce, it automatically appears in your TexAu table, gets enriched, and syncs back to Salesforce with enrichment results.

Standard vs. Premium Integrations

TexAu offers integrations at different plan levels:

Standard Integrations

Available on all plans. Examples:

  • Salesforce
  • HubSpot
  • Basic data providers
  • Popular automation tools (Zapier, Make)

Premium Integrations

Available on Premium plans and higher. Examples:

  • Specialized data providers (industry-specific databases)
  • Advanced CRM systems (certain niche tools)
  • Custom-built integrations for enterprise customers
  • High-volume data providers with advanced features

Not seeing a premium integration on your plan? You have options:

  1. Upgrade Your Plan: If you need just one premium integration, upgrading might make sense.
  2. Use Zapier/Make as a Bridge: If the integration does not exist natively, you can often use Zapier or Make to connect to almost any service.
  3. Contact Sales: Reach out to our sales team. We sometimes add premium integrations to certain plans based on customer needs.

Best Practices for Integration Management

1. Regularly Check Integration Health

Once a month, visit Settings, then Integrations and do a quick health check:

  • Are all your active integrations showing "Connected"?
  • Do any show "Expired" status?
  • Are there any error messages?

This takes 5 minutes and prevents problems down the line.

2. Disconnect Integrations You Do Not Use

If you are no longer using an integration, disconnect it. This reduces clutter, improves security (fewer credentials exposed), and simplifies your settings.

Disconnecting is safe. You can always reconnect later.

3. Document Your Integration Setup

Keep a simple record of which integrations you are using and what you use them for:

  • "Salesforce: Sync leads in, push enrichment back"
  • "HubSpot: Data provider for company info lookup"
  • "Zapier: Send enrichment notifications to Slack"

This helps when you are troubleshooting or onboarding team members.

4. Test After Re-Authentication

If you re-authenticate an expired connection, do a quick test to make sure it is working:

  • Sync a small batch of data
  • Run an enrichment that uses the integration
  • Check that data is flowing correctly

This catches any permission or configuration issues before they affect your full workflows.

5. Be Intentional About Permissions

When authorizing an integration, review the permissions carefully. Only authorize what you need. This is especially important for write permissions (which modify data in the external service).

Disconnect an Integration

If you want to fully disconnect an integration:

  1. Go to Settings, then Integrations
  2. Find the integration you want to disconnect
  3. Click Disconnect
  4. Confirm that you want to disconnect

When you disconnect:

  • TexAu no longer has access to the external service
  • Any stored credentials (API keys, tokens) are deleted
  • Active syncs pause (you can resume later by reconnecting)
  • You can reconnect at any time

Disconnecting does not delete any data in TexAu or the external service. It only severs the connection.

Troubleshoot Common Integration Issues

Integration Shows "Expired" But Re-connect Does Not Work

Solutions:

  • Wait a few minutes and refresh the page
  • Try disconnecting completely, then reconnecting fresh
  • Check that the external service still has your account in good standing
  • If the external service has an API dashboard, verify that TexAu's app is still authorized there

Data Is Not Syncing from Integration

Solutions:

  • Verify the integration is "Connected" (not Expired or Error status)
  • Check that the integration has read permissions
  • Confirm there is actually data in the external service to sync
  • Try clicking "Sync Now" manually to see if that works
  • Check the sync history for error messages

Cannot See All Your Data in the Integration

Solutions:

  • Check if you applied any filters when syncing (you might have filtered some data out)
  • Verify permissions. The integration might not have access to all data types.
  • Check if there is a data limit (some integrations limit how much data syncs)
  • Review the integration's documentation for limitations

Synced Data Is Not Updating in Real Time

Solutions:

  • Not all integrations support real-time syncing. Some require manual refresh.
  • Try clicking "Sync Now" to force a manual sync
  • Check if automatic syncing is enabled (some require explicit enablement)
  • Wait a few minutes. Automatic syncs might be on a schedule (for example, every 15 minutes).

Getting Errors When Syncing

Solutions:

  • Check that nothing changed in the external service (deleted accounts, schema changes, etc.)
  • Try syncing a smaller subset of data to narrow down the issue
  • Check the integration's status page (some services post outage notices)
  • Disconnect and reconnect the integration to refresh the connection
  • Contact support with the specific error message