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Single Sign-On App Integrations

Single Sign-On (SSO) integrations provide seamless access to third-party applications. You can connect your accounts with supported applications without requiring separate logins.

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Single Sign-On (SSO) integrations provide seamless access to third-party applications. You can connect your accounts with supported applications without requiring separate logins.

Access the Integrations page

To connect an integration:

  1. Navigate to Administration → Integrations
Accessing the Integrations page
Accessing the Integrations page

Set up a new connection

Step 1: Find the application

Browse through the available applications on the Integrations page. Each application displays information about its features and benefits.

Marketing page for the Jobber integration
Marketing page for the Jobber integration

Step 2: Click Connect

Click the Connect button to begin the connection process.

Step 3: Complete the pre-connect form

Depending on the application, you may need to complete a pre-connect form with initial setup information.

Pre-connect form for an integration
Pre-connect form for an integration

Step 4: Follow the SSO process

Complete the Single Sign-On connection by following the prompts. This typically involves:

  • Creating a new account with the third-party service
  • Connecting to an existing account
  • Providing authorization for data sharing
SSO setup process
SSO setup process

Manage connections

View connected applications

After setup, you can view and manage all connected applications through:

  1. The Manage tab on the Integrations page, which displays connection cards for each integrated application
Manage tab with connection card
Manage tab with connection card
  1. The application pages, which display a "Connected" tag
Marketing page with Connected tag
Marketing page with Connected tag

Connection settings

Click the settings icon for a connected application to access additional configuration options, which may include:

  • Data sync preferences
  • Automated review request settings
  • Other application-specific settings
Connection settings page
Connection settings page

Benefits of SSO integrations

  • Simplified access — One-click access to third-party tools without separate logins
  • Centralized management — Manage all applications from a single interface
  • Streamlined workflows — Automate data sharing between integrated applications
  • Enhanced security — Reduce the need for multiple passwords across different platforms

FAQ

There is no limit to the number of SSO integrations you can connect. Connect as many supported applications as your business needs.

Open the integration from Integrations → Manage and follow the reconnect prompts to reauthorize.

Yes. Disconnecting stops future syncing but does not delete historical data already imported.