Connect Integrations to TexAu
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Connect Integrations to TexAu
Integrations connect TexAu to the tools and data sources you already use: your CRM, email platform, data providers, and
more. They let you pull data from those tools into TexAu for enrichment, and push enriched data back out.
Before You Begin
Before connecting an integration, make sure you have:
- A TexAu account with an active plan
- An account on the external service you want to connect (Salesforce, HubSpot, a data provider, etc.)
- Admin or API access on the external service (some integrations require admin-level permissions to authorize)
- Your API key ready (if connecting via API key rather than OAuth)
Why Connect Integrations?
Pull Data In: Import leads and companies from Salesforce, HubSpot, LinkedIn, or custom databases directly into TexAu
tables.
Enrich with External Data: Use integrated data providers to automatically look up phone numbers, emails, company
information, and more.
Push Data Out: Send enriched data back to your CRM so your sales team always has the freshest information.
Automate Workflows: Connect to Zapier or Make to trigger actions across your entire tool stack based on enrichment
results.
Sync in Real Time: Set up automatic syncing so new leads flow into TexAu, get enriched, and return to your systems
without manual work.
Two Ways to Connect: OAuth and API Keys
TexAu supports two authentication methods. Understanding the difference helps you choose the right approach for each
integration.
OAuth 2.0: One-Click Connection
OAuth is a secure, modern authentication standard. When you connect via OAuth:
1. You click Connect in TexAu
2. TexAu redirects you to the external service (for example, Salesforce or LinkedIn)
3. You see a permission screen asking what you want to allow TexAu to access
4. You click Allow or Authorize
5. You return to TexAu with an active connection
You never share your password. TexAu never sees your login credentials. The external service grants TexAu permission to
access only what you approve.
Common services using OAuth: Salesforce, HubSpot, LinkedIn, Google, Microsoft (Office 365), GitHub, Slack, Zapier.
Security note: OAuth is the most secure way to connect. Use OAuth whenever the integration offers it.
API Key: Direct Authentication
Some services do not support OAuth. Instead, they use API keys, which are unique tokens that act like passwords for
applications.
When you connect via API key:
1. You log into the external service and generate an API key
2. You copy that key and paste it into TexAu
3. TexAu stores it securely (encrypted) and uses it to access the service on your behalf
Benefits of API keys: Direct access, full control, works with services that do not support OAuth.
Trade-off: You are trusting TexAu with a credential. Your API keys are encrypted and never exposed.
Common services using API keys: Custom APIs, some data providers, certain specialty tools.
Connect an Integration via OAuth
1. Go to Settings, then Integrations
From your TexAu dashboard, click Settings in the bottom left. Navigate to Integrations (or Connected Apps).
2. Find the integration you want
Browse the list of available integrations. You see them grouped by category (CRM, Email, Data Providers, etc.). Find
the one you want to connect.
3. Click Connect
Click the Connect button next to the integration.
4. Authorize in the external service
TexAu redirects you to the external service's login or permission screen. Log in if needed. You see a screen
explaining what permissions TexAu is requesting (for example, "access to your leads," "ability to read and write
contacts"). Review these permissions.
5. Click Allow or Authorize
If you are comfortable with the permissions, click Allow, Authorize, or whatever the service calls it.
6. Verify the connection
You return to TexAu with an active connection. You should see a green checkmark or "Connected" status next to the
integration.
Connect an Integration via API Key
1. Generate an API key in the external service
Log into the external service (the data provider, custom tool, etc.). Navigate to API settings or developer
settings. Look for a button like Generate API Key, Create Token, or New API Key. Click it. You get a unique string
of characters. Copy it carefully (it usually displays only once).
2. Go to Settings, then Integrations in TexAu
From your TexAu dashboard, click Settings. Navigate to Integrations.
3. Find the integration you want
Find the integration in the list.
4. Click Connect
Click the Connect button.
5. Paste your API key
Instead of being redirected, you see a form asking for your API key. Paste the key you copied from the external
service. Some integrations may also ask for a username, endpoint URL, or other credentials. Check the integration's
documentation if you are unsure what to enter.
6. Click Connect or Authorize
Click the button to establish the connection.
7. Verify the connection
TexAu verifies the key and displays a success message. You should see "Connected" status next to the integration.
Tip: Store your API keys securely. If you ever need to disconnect an integration, TexAu securely deletes the stored key.
Manage Your Connected Integrations
View All Connected Integrations
Go to Settings, then Integrations. You see a list of all available integrations, and next to each one, you see the
status:
- Connected: This integration is active and ready to use.
- Not Connected: You have not connected it yet.
- Expired: The connection needs to be re-authenticated (usually for OAuth tokens that have timed out).
Check Integration Status and Health
Hover over or click a connected integration to see more details:
- Connection date
- Last activity
- Any recent errors or issues
- Permissions granted (for OAuth integrations)
If an integration shows issues, check the Troubleshooting section below.
Re-Authenticate an Expired Connection
If an OAuth connection expires (this happens occasionally with some services), TexAu prompts you to re-authenticate. You
see an "Expired" status next to the integration.
Click Re-connect and follow the same OAuth flow as the initial connection. It is quick and usually takes just a few
clicks.
Understand Integration Permissions and Scopes
For OAuth integrations, you see a list of permissions (called "scopes") that TexAu is requesting. Common ones include:
- Read Contacts/Leads: TexAu can pull lead and contact data into your tables.
- Write Contacts/Leads: TexAu can update contacts and leads in the external service.
- Read Organizations: TexAu can pull company/account information.
- Write Organizations: TexAu can update company information.
You control which scopes you authorize. Do not authorize a scope unless you plan to use it. If you want to revoke a
permission later, you can disconnect and reconnect with fewer scopes.
Use Integrations in Your Workflows
Sync Data from an Integration
Many integrations support syncing. When you create a new table or add data to an existing table, you can choose to pull
data from a connected integration.
For example, you might create a table called "HubSpot Leads" and sync all your HubSpot contacts into it. TexAu then
enriches that data and optionally pushes it back to HubSpot.
Use Data Providers in Enrichment
Some integrations are data providers (like email lookup services, company databases, etc.). When these are connected,
you can use them in your enrichment workflows.
For example, you might set up an Action column that uses a connected data provider to look up phone numbers and emails
for each company in your table.
Webhooks and Automation
When you connect tools like Zapier or Make, you can create automated workflows. For example: "When enrichment completes
in TexAu, send the results to Slack" or "When a new lead arrives in Salesforce, enrich it in TexAu and send it back."
Standard vs. Premium Integrations
Different integrations have different availability based on your TexAu plan.
Standard Integrations: Available on all plans. These include popular tools like Salesforce, HubSpot, and basic data
providers.
Premium Integrations: Available on Premium plans and higher. These might include specialized data providers, advanced
automation tools, or custom-built integrations.
When you look at an integration you cannot connect, you see a note explaining which plan tier is required.
Tip: If you need a premium integration but your plan does not include it, reach out to our sales team. We may have
options to add it to your plan.
Troubleshoot Connection Issues
OAuth Connection Fails
Problem: You click "Connect," get redirected, but then see an error.
Solutions:
- Check that you are using the correct login for the external service
- Make sure your account has the necessary permissions (admin access for some integrations)
- Clear your browser cookies and try again
- Check that pop-ups are not being blocked (some services use pop-ups for OAuth)
API Key Is Not Accepted
Problem: You paste an API key, but TexAu says it is invalid.
Solutions:
- Double-check you copied the entire key (no extra spaces at the start or end)
- Verify the key was generated from the correct account and service
- Confirm the key has not expired (some APIs auto-expire keys after a set period)
- Check that you are pasting the key in the correct field
- Some services require extra info (like endpoint URL or username). Review the integration's documentation.
Connection Shows "Expired"
Problem: An OAuth connection suddenly shows as expired or disconnected.
Solutions:
- Click "Re-connect" and re-authorize the same way you did initially
- This is usually temporary and happens with some OAuth providers
- If re-connecting does not work, disconnect fully and reconnect from scratch
Integration Is Not Syncing Data
Problem: You connected an integration that supports syncing, but no data is coming through.
Solutions:
- Check that you actually set up syncing (connecting and syncing are two separate steps)
- Verify the integration has read permissions
- Check that there is actually data in the external service to sync
- Try a manual sync if there is a "Sync Now" button
Integrated Data Is Not Updating
Problem: You synced data, but it is not refreshing when you make changes in the other tool.
Solutions:
- Check if the integration supports automatic syncing (some require manual syncs)
- If it supports automatic syncing, check that you enabled it
- Verify the integration has write permissions
- Try a manual sync to see if that works
Still Stuck?
If none of these steps work, reach out to TexAu support with:
- The integration you are trying to connect
- Whether you are using OAuth or API key
- The exact error message you are seeing
- Screenshots if helpful
We are here to help get you connected.
What's Next?
Once you have integrations connected, check out Managing Integrations to learn how to get the most out of them in your
workflows.