Marketplace
Marketplace is the starting point for external apps. It shows available, connected, and coming-soon integrations for CRM, commerce, marketing, operations, and data enrichment.
Find an app
Section titled “Find an app”- Open Configuration → Marketplace.
- Search by app name or filter by category.
- Open an app to review requirements, supported objects, capabilities, and implementation notes.
- Confirm the required external account and Workstation permissions before connecting.
An app marked Coming Soon cannot be connected yet. Available apps can still require provider credentials, an eligible provider plan, or administrator access.
Configure a sync connector
Section titled “Configure a sync connector”Sync connectors use a three-step setup:
- Sync — enable object pairs, direction, matching, conflict handling, and create/update behavior.
- Field mapper — map provider fields to Workstation fields for each enabled pair.
- Review — verify the full setup before saving or authorizing the connection.
Available objects and directions depend on the provider. A data provider may use an on-demand setup instead of scheduled two-way sync. The app detail page explains which model applies.
After connecting
Section titled “After connecting”Review connection and sync status from the app detail or relevant module. When data is missing or incorrect, check the last sync error, enabled object pair, matching rule, field mapping, and provider permissions before changing CRM records manually.
Disconnecting or reconfiguring an app can affect future syncs. Existing records are not a reliable indication that a connection is still active.