Learn how to set up integrations and add functionality in your Profi workspace with integrations.

In this article you’ll learn

The basics of using integrations in your Profi workspace including:

  1. Overview of Integrations with Profi

  2. Two Types of Profi Integrations

  3. Profi’s Available Integrations

  4. Set up Profi Integrations

  5. Additional Support with Integrations


1. Overview of Integrations with Profi

Integrations are a connection between your Profi platform and another software or application. We use native and third-party integrations in the platform to expand on available functionality.

Hubspot uses a great analogy to explain integrations:

“Let’s pretend you want to plug your MacBook laptop into your TV using a connector cable so you can watch reruns of Friends on Netflix on the big screen. An integration kind of works like this — If your software is your laptop, you’ll use a connector cable, or integration, to then watch Friends on the TV, or application.”


2. Two Types of Profi Integrations

Native Profi Integrations

Native integrations are a connection with Profi and another application. They allow the features and functions of your Profi platform to “talk to” another software. Native connections generally do not require action on your end to work with the Profi platform. The process of setting up a native integration happens behind the scenes. You may not see any signs of a native integration.

Find information about the native integrations below.

Third-Party Integrations

Third-party integrations typically offer a one-way push of information from Profi to different software or applications. They generally require action on your end to set up the connection with Profi. There is often a “trigger” to prompt the one-way sharing of information. You may be able to see signs of a third- integration.

For example, the trigger “New Client in Program '' could prompt the push of information from Profi to different software, applications, or elements. This trigger means that when a new client enrolls in one of your program offerings, the integration will automatically prompt a one-way push of information from Profi to the other entity.


3. Profi’s Available Integrations

Available Native Integrations in Profi

The native integrations below are available for all account types.

  • Calendar Syncing: Google and Microsoft Outlook support calendar syncing in Profi.

  • In-app Notifications: We use Sendgrid to send notifications within Profi.

  • SMS Notifications: We use Twilio to send SMS notifications.

  • Video Conferencing: Vonage powers Profi’s built-in video conferencing and recording. We support Zoom as an alternative to Profi video conferencing. If you have a Zoom account, you can connect it with your Profi account.

  • Video Hosting & Storage Uploads: Wistia supports uploading and hosting video content.

  • Zapier: Zapier connects various applications to automate repetitive tasks.

  • File Attachment Uploads: We use Filestack to attach and upload file attachments.

Available Third-Party Integrations in Profi

Your access to the third-party integrations below varies based on account type. Some integrations require separate paid licenses.

Solo

Team

Corporate

Network

Intercom

Mailchimp

PeerBoard

Stripe

Tawk.to

  • Community Boards: We can enable PeerBoard for community boards and forums for corporate and network customers.

  • Help/Support: We support Intercom and Tawk.to for live chat support on the Profi platform for corporate and network customers. Solo and Team customers can contact customer support from within the platform also.

  • Newsletters: We can enable Mailchimp for client newsletters for corporate and network customers.

  • Payment Processing: We support Stripe for payment processing.


4. Set up Profi Integrations

Native integrations are seamless and there is no action required from you to connect native integrations in Profi. Our native integrations include Google, Outlook, Sendgrid, Twilio, Vonage, Wistia, Zapier, and Zoom.

Third-party integrations require your set-up in Profi.

  • Community Boards: Your Customer Success Partner can help connect PeerBoard on your corporate or network platform.

  • Help/Support: Your Customer Success Partner can help connect Intercom or Tawk.to on your corporate or network platform.

  • Newsletters: Your Customer Success Partner can help connect Mailchimp on your corporate or network platform.

  • Payment Processing: Enable a Stripe Express Account within the “Payments” tab. Learn more about processing payments in Profi.


5. Additional Support with Integrations

Our Customer Success team can support with questions related to integrations with Profi. Login to your Profi account and select the icon below on the bottom right corner of your screen to connect with a dedicated member of our team.


Additional Resources

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