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Update and upgrade your integrations
Update and upgrade your integrations

Learn how to upgrade your old integrations to our new and improved integrations.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Some of our integrations have been updated and rebuilt from the ground up on a new, better foundation, resulting in improved performance, an easier-to-use user interface, better logging, and, in some cases, updated functionality.

Upgrading your integrations to the new integration platform is a straightforward process. All you need to do is record your current settings, uninstall the existing integration, and reinstall the updated version. This article guides you through the process.


Before you start

Things you need to know:

  • This article uses the example of Google Sheets: Contacts, but the process remains the same for all upgraded integrations.

  • There are upgrades available for the following integrations:

Integration

New features

Facebook Leads

  • Improved performance

  • Syncs mobile numbers and mobile-only contacts.

  • Support for data fields in ten languages.

Google Sheets: Contacts

  • Improved performance

Google Sheets: Campaigns

  • Improved performance

Google Sheets: Forms

  • Improved performance

Trustpilot Product Reviews

  • Improved performance

Yotpo Reviews*

  • Improved performance

SMS to Email

  • Improved performance

  • If you’re upgrading a Google Sheets integration, a new version of your sheet is created.

  • You must make a note of your current settings before upgrading your integration.

Yotpo users

Before following the instructions below, Yotpo users must disconnect the integration in Yotpo.


Watch the video


1. Uninstall your existing integration

First, you must uninstall the old integration:

  1. Go to Connect.

  2. Select the tile of the installation you want to uninstall.

  3. Select Settings, and make a note of your settings to use later.
    ​⚠️ The table Settings to note suggests some questions to help you note the right settings.

  4. To uninstall the application, select Delete, then confirm the deletion.

Settings to note

Integration

Settings to note

Facebook Leads

  • Which program are you syncing leads to?

  • Which lead ads are you syncing leads for?

Google Sheets: Contacts

  • What is the name of your spreadsheet?

Google Sheets: Campaigns

  • What is the name of your spreadsheet?

  • For single sheets, are you updating or appending rows, and how often are you appending them?

  • What timezone are you using?

Google Sheets: Forms

  • What is the name of your spreadsheet?

  • Are you updating or appending rows?

Trustpilot Product Reviews

  • What program are you enrolling reviewers into?

Yotpo Reviews

  • What program are you enrolling reviewers into?

SMS to Email

  • What number are you forwarding replies for?


2. Install the new integration

Now you can reinstall the new and improved integration:

  1. Go to Connect > Integrations.

  2. Find the integration you want to install, then select +ADD.

  3. Read the Integration information, then select INSTALL.

  4. Follow the on-screen instructions to set up your integration.

You might want to use the settings information you copied in step 1.3.

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