# Integration connection and history reference

You'll find the controls for your integration's credentials, connection status, request history, cached fields, and dependent forms and questions.

Use your integration's settings to check its connection, refresh its field list, or find out why a contact update failed. Open **Integrations** in the sidebar to choose a connection.

A project supports one email platform or CRM at a time. Analytics and other app connections are separate.

## Find your platform

**Email platforms & CRMs** contains 18 providers. Connected cards show **Integrated**. A locked card shows the plan you need and opens the upgrade page when you select it. Existing connections aren't subject to this directory lock.

![Unconnected email platform and CRM choices: ActiveCampaign, Beehiiv, Bento, Braze, Customer.io and Drip](https://rightmessage.com/help/screens/integrations-available.light.webp)

**Other integrations** contains Google Analytics, Fathom Analytics, PostHog, and Senja. The analytics cards have **Enable** and **Disable** controls. Publish a change to either switch to apply it on your website. These switches don't install the analytics service's JavaScript library. Senja has **Connect** or **Manage connection** and stores its credentials separately from your email-platform connection.

![Other integrations with Google Analytics, Fathom Analytics, PostHog, and Senja connection controls](https://rightmessage.com/help/screens/integrations-analytics-apps.light.webp)

The email platforms and CRMs are ActiveCampaign, Beehiiv, Bento, Braze, Customer.io, Drip, Encharge, GoHighLevel, HubSpot, Intercom, Keap, Kit, Klaviyo, Mailchimp, MailerLite, Ontraport, Salesforce/Pardot, and Userlist. Each [platform guide](https://rightmessage.com/help/topics/esps-and-crms) covers its required fields and identification methods.

## Connect or replace credentials

Key-based providers show the credential fields they need. **Connect** saves a new connection. **Save Changes** saves replacement credentials. Existing secret values are hidden, with a control to reveal them.

OAuth providers show **Connect to**, followed by the provider's name. You'll authorize access on the provider's website instead of entering access or refresh tokens. To renew an existing connection, use **Reconnect to**, followed by the provider's name.

Some OAuth providers need more details after authorization. Drip needs **Account ID**, and Salesforce/Pardot needs **Business Unit ID**. **Save Configuration** saves those fields. GoHighLevel's selected location and HubSpot's portal come from authorization, so you don't enter equivalent fields yourself.

An old or rejected connection can show a reconnect warning. After saving new credentials, test the contact actions you use. Each action still needs the right permissions.

## Connection status and cache

The connection indicator has four states:

| What you see                      | What it means                                                         |
| --------------------------------- | --------------------------------------------------------------------- |
| **Checking connection status...** | A health check is pending.                                            |
| **Connection status: OK**         | Your provider's health check passed.                                  |
| **Connection issue**              | The health check found a problem. Its message explains what happened. |
| **Connection status: Unknown**    | There's no usable health check response.                              |

Each provider has its own health check. You'll still need to test a form submission separately. Userlist needs an authorized test write before it can confirm the connection, so saving credentials alone won't show **Connection status: OK**.

**Clear Cache** clears cached integration data, such as custom fields and tags. Use it to refresh the pickers after you've changed fields or tags in your provider. It doesn't delete previous question responses or resend them to contacts.

## Request history

**History** shows recent integration requests in a table with **Date**, **Critical**, **Action**, and **Status**. The table displays 10 rows per page.

**Keyword Search** searches the request and response text. Expand a row to see **Request** and the request URL. Successful rows show **Response**. Other rows show **Error**.

A provider that isn't connected shows **No history yet**. History keeps recent requests, not a permanent record of every update. Check the request for the action you're investigating. A successful contact lookup and a later subscription are separate requests.

Request details can include contact data. Review them and hide private information before sharing screenshots.

## See what uses the connection

**Usage** lists the parts of your project that depend on this connection. These include synced segment groups and questions, rules that use provider data, lead-generation forms, provider-specific form mappings, and flow conditions. You'll also see these dependencies below **Overview**.

**Remove** disconnects the provider after you confirm. If something still depends on it, the button says **Cannot Remove Due To Dependencies**. Remove or replace those settings before changing providers.

Removing a connection doesn't delete contacts in your provider. Review the affected mappings and conditions before replacing it.

## Give your AI assistant context for emails

Once your provider is connected, **LLM Mappings** contains a read-only **LLM Context for Email Personalization** text area and **Copy to Clipboard**.

This text describes your platform's email syntax, mapped segments, and available project context. Give it to your AI assistant to help draft personalized emails. It doesn't send emails or give the assistant access to your account. Its syntax is specific to your connected platform.

Review the copied text before sharing it with another service, then check the assistant's draft in your email platform.

## Related tasks

After replacing credentials, [check a new and existing contact](https://rightmessage.com/help/verify-an-integration-change). For answer destinations, see [Map answers to contact fields and tags](https://rightmessage.com/help/synchronizing-contact-data-with-your-email-platform-or-crm). If contacts aren't updating, use [contact-sync troubleshooting](https://rightmessage.com/help/troubleshoot-contact-sync).
