For the complete documentation index, see llms.txt. This page is also available as Markdown.

Your stack

How iCustomer Platform connects to the rest of your stack: connector categories, the connect flow, sync settings, and the recommended setup order.

iConnect is the integrations layer, and the only part of the platform that touches your systems. It works in both directions:

  • Activation out: decisions land in your channels and your CRM.

  • Governed connection in: your data is read where it lives, never copied to run the platform.

On Enterprise the connection is in place, in your cloud or warehouse, and nothing leaves except governed, approved activations. On SMB it connects to our managed cloud. Every connector is managed in one place: Settings → Integrations.

Connector categories

Category
Direction
Examples

CRM

Bidirectional

Salesforce, HubSpot (CRM sync)

Data warehouse

Inbound + write-back

Snowflake, BigQuery, Databricks, Redshift

Ad platforms

Outbound

LinkedIn, Meta, Google, Reddit

Email and outbound

Outbound

Instantly, Smartlead, Klaviyo

Events

Inbound

Pixel, product events

Enrichment and intent

Inbound

OneSource

Notifications

Outbound

Slack, email

Per-platform overviews live on our site: Connections. Warehouse connections (Snowflake, BigQuery, Databricks, Redshift) are set up with our team.

Enrichment is different from the rest of the table. It is 50+ data vendors behind one connection, one contract, and one credit meter, ours. Their data is resolved to OneSource IDs before it reaches your audiences, and it is never written raw into your CRM or media accounts.

Connecting a tool

1

Add

Go to Settings → Integrations, choose the platform, and select Connect.

2

Authenticate

Most connectors use OAuth: sign in to the platform and authorize access. API-key connectors ask for the key instead.

3

Configure

Set the sync direction, frequency (real-time, hourly, or daily), and field mappings. Filters limit what syncs.

4

Activate

The platform verifies authentication and permissions when you save. Once the check passes, toggle the connector active.

A connector shows one of four states: Connected (active and syncing), Paused (configured, not syncing), Error (usually credentials), or Not configured. Removing a connector stops its syncs but does not delete data that already synced.

When a connection misbehaves

Symptom
Likely cause
Fix

Invalid credentials

Expired OAuth or wrong key

Re-authenticate

Insufficient permissions

Missing scopes

Check the platform's permissions

Rate limited

Too many requests

Reduce sync frequency

Low match rate

Thin email or phone coverage

Improve identifier coverage

Audience not updating

Sync paused or failed

Check sync status in Data health

What you get back

A connected tool returns three things:

  • a status you can trust (active, pending, expired, revoked, or error), surfaced here and raised in Pulse on failure,

  • its data flowing into identity resolution, sharpening scores and unlocking the KPIs and plays that need it,

  • and a destination the loop can act into, within your guardrails.

If a connection is quiet or a sync looks stale, ask iHarness why. That is always the shortest path to the answer.

Outside the app

Connectors can be managed outside the app via API and MCP as well.

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