Third-party integrations are available to Enterprise and managed Growth customers. If you're interested in third-party integrations, please reach out to your Customer Success Manager or contact the Persona support team.

Overview

Persona Marketplace lets you easily integrate third-party apps into Persona, and take action on these apps from Persona.

For example, with Marketplace integrations, you can:

• Enrich your data—e.g. with MX for financial data, SentiLink for synthetic fraud signals, Clearbit for contact information
• Integrate with your CRMs—e.g. HubSpot or Salesforce
• Communicate within your team and with customers—e.g. via Slack or Zendesk

Explore available integrations

You can browse, set up, and view Marketplace integrations in your Persona Dashboard.

To browse available integrations, in the navigation sidebar, select Integrations > Marketplace.

Integrations available in the Marketplace include:

• Salesforce
• Hubspot
• Slack
• Zendesk
• MX
• Sentilink
• Chainalysis
• Mastercard Identity (Ekata)

Team Member Access

When you set up an integration, it can be used throughout your Persona instance and is accessible to all team-members (if the product, page, or action is granted to those team members via their specific Role and associated permissions).

Depending on the integration and where it can be used within the Persona platform, some Roles may already be unable to further configure use of the integration. For example, if a team member has a Role that lacks access to Workflows, they may not be able to set up further use of an already authenticated integration with Salesforce.

Setting up an integration

Authentication

Integrations use API tokens or OAuth to authenticate users and connect the integration.

To set up an integration, navigate to Integrations > Marketplace and select the desired integration.

• For some integrations, additional support from the Persona team may be required, let us know by clicking Contact Us.
• For integrations that allow you to self-serve, click Add Connection to proceed with authentication or adding additional details such as an API token.
  • For integrations that required authentication via OAuth, a member of your team who has access to the third-party app must set up the integration in your Persona organization. In other words, setup can’t be done by an external party or support agent.

Authentication expiration

Once an integration is set up, you generally will not need to set up it up again. The authentication by the team member who installed it will not expire. Some configurations in the 3rd party integration require users to change their password or rotate API tokens, and this can sometimes require reauthentication.

If a team member who has set up an integration for your Persona instance is removed from the Persona instance, you will need to set up the integration again.

Tip: To avoid this problem, you can create an account in the third-party app that isn’t tied to a specific employee, as well as an account in Persona that isn’t tied to a specific employee, and use these accounts to set up the integration.