Connect to Your Existing Systems
How to Connect to Your Existing Systems
This section outlines the steps required to integrate your CRM, support systems, survey tools, social platforms, and internal applications with the platform. Note: Some integrations require activation by a BoundaryAI team member before they can be used.
1. Open the Integrations Page
Navigate to:
Settings → Integrations
Here you’ll see all available connectors (CRM, Support, Social, Surveys, Email, API/Webhooks).
2. Select the System You Want to Connect
Choose from one of the integration categories:
CRM platforms (Salesforce, HubSpot, etc.)
Support & ticketing tools (Zendesk, Intercom, Freshdesk)
Social & review channels (Instagram, LinkedIn, Google Reviews, X/Twitter)
Email & inbox-based feedback
Survey sources
Custom integrations (API/Webhooks)
Click “Request Integration” or “Connect” depending on the connector.
3. Contact the BoundaryAI Team to Enable the Integration
Before continuing, you need to reach out to BoundaryAI so they can:
Activate the connector on your workspace
Approve required permissions
Provide any needed API keys or tokens
Validate your intended data flow
Assist with secure credential setup
You can contact the team directly through:
Your Customer Success manager
The in-app “Contact Support” button
support@boundary-ai.com (or your assigned onboarding contact)
Integrations will not function until the BoundaryAI team enables them.
4. Authenticate Your External System
Once the integration is enabled by BoundaryAI, you can authenticate using:
OAuth (login via the provider)
API keys
Access tokens
Service URLs
This securely authorizes the platform to ingest feedback.
5. Select the Target Feedback Group
Choose which Feedback Group will receive the incoming data.
All synced feedback will flow into this group for consistent tagging, segmentation, and analysis.
6. Configure Data Mapping
Map incoming fields to the platform’s fields:
Text/comment → Feedback text
Customer ID/User ID → Identifier
Timestamp → Date
Channel/category → Metadata
Ratings, ticket types → Custom attributes
Mapping ensures all imported feedback keeps its structure and context.
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