Choose the service and account
In Settings → Integrations, open Management. Choose Email or Calendar and select the provider. Start connection and grant permissions with the provider. You can connect multiple accounts.
Check the connection result
On return, check the identity and status of the connected account. Its menu lets you verify, reconnect or disconnect it. Successful OAuth authorization does not replace checking which account is shown.
Prepare WhatsApp Business
WhatsApp onboarding uses Business App coexistence. Availability depends on your account and the provider’s onboarding flow. The sandbox validates a test; it is not by itself a connected professional number.
Check each service with a simple action
Open the connected service and confirm the displayed account is the one you authorized. For calendars, check the calendar itself too: one Google or Microsoft account may contain several.
| Service | Suggested test | Expected result |
|---|---|---|
| Find a recent message, then load earlier messages | Correct thread and sending address | |
| Calendar | Create a test event, then move it externally | Matching event and time in both interfaces |
| Send from an authorized test number | Conversation received by the intended Business account |
Use a connection in the right procedures
Choose the workflow action first, then the account that performs it. Give multiple inboxes and calendars recognizable names. An intervention belongs in the team calendar, not a personal account selected by mistake.
Before disconnecting an account, review the workflows that depend on it. After reconnecting, test the action before restarting the procedure.
When data does not appear
Check the selected account and calendar, then refresh. If reconnection is required, use the account menu. For a persistent error, record the service, time and displayed message. Never send a password or token.
| Symptom | Check |
|---|---|
| Wrong mailbox | Account authorized at the provider |
| Missing event | Calendar, date and time zone |
| Action refused | Member permissions and account authorization |
| Revoked connection | Reconnect through the account menu |