Settings
Integrations and pipeline configuration.
ZoomInfo
Stored encrypted server-side. Used for contact enrichment and CSV import.
UsernameNot set
Client IDNot set
Private keyNot set
Salesforce
OAuth refresh token + instance URL. Set once after the admin completes the OAuth handshake in the portal.
Client IDNot set
Refresh tokenNot set
Instance URLNot set
Stages
Pipeline columns. Edit names, order, and what happens when a thread enters each stage.
KeyLabelOrderOn enterForward to