How to Delete Integrations in Click2Mail's CRM Hub

Introduction

Deleting unused or outdated integrations in Click2Mail’s CRM Hub is a simple yet important step in maintaining an efficient workflow. This guide provides clear instructions, accompanied by visuals, to help you confidently remove integrations you no longer need.

Steps to Delete an Integration

Step 1: Navigate to the Integrations Page

1. Log in to your Click2Mail CRM Hub account.

2. From the left-hand menu, select “Integrations.”

3. A list of your current integrations will appear in the center of the screen, as shown below:

Step 2: Select the Integration to Delete

1. Locate the integration you wish to delete from the list.

2. Click on the red trash can icon in the "Action" column corresponding to that integration.

Step 3: Confirm the Deletion

1. A confirmation dialog box will appear, as shown below:

2. Enter your initials in the text box to confirm the deletion.

3. Click the “Delete Integration” button.

Step 4: Verify Deletion

1. Once deleted, the integration will no longer appear in your list.

2. Refresh the Integrations page to ensure the removal was successful.

Notes and Best Practices

• Backup Information: Ensure any data linked to the integration is no longer needed before deleting.

• Impact Assessment: Deleting an integration will stop any associated automated processes.

• Contact Support: If you encounter issues during deletion, reach out to Click2Mail Support for assistance.