Use the Connections page

The Connections page lists every kind of tool Beacon can read from, shows whether each one is connected, and holds the buttons for the tools you connect yourself. Find it under Settings → Connections.

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The top of the page

The first line names what is connected — for example, HubSpot and Slack are connected — with three counts beside it: connected, ready to add, and coming later. Checked just now means Beacon checked each tool when you opened the page. If it could not check one, the line says Some tools could not be checked just now, and that tool’s row reads Not checked. Connect a tool opens a list of every tool. Only the ones you can connect today can be picked.

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Two lists

Available now holds the tools you can use today — the ones already connected and the ones ready to add. Coming later holds the kinds of tool Beacon cannot connect for any customer yet, such as marketing, support and payroll tools. Anything that needs one of them shows Not measured. Beacon never works a figure out from your other tools instead.

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What each state means

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Which tools you connect yourself

You connect HubSpot and Slack yourself, from this page. Connect HubSpot walks through it step by step. During the pilot, billing and accounting are connected with Beacon’s team. To change or reconnect either, ask your contact at Beacon.

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Open a tool

Select any row to open its side panel. For a connected tool, the panel shows: For a tool that is not connected yet, the panel says what it gives Beacon and how it connects.

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Connect a tool yourself

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Reconnect a tool

Open the tool’s panel and choose Reconnect. It takes you through the tool’s own page again, the same way you connected it.

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Disconnect a tool

Open the tool’s panel and choose Disconnect. The page asks you once to confirm. When you confirm, Beacon stops using the permission straight away. The record of what was connected is kept. Anything that needs the tool shows Not measured until it is connected again.

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”Writes nothing back yet”

Each connected tool’s panel says what Beacon does with it. Billing reads Reads it. Writes nothing back. HubSpot reads Reads it. Writes nothing back yet. The word yet is there because the permission you approve in HubSpot includes updating companies and deals, and Beacon does not use that part today. Connect HubSpot lists every permission HubSpot shows you.

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