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Connecting Services

Fp Switchboard uses OAuth to securely connect to your business tools. Your credentials are never stored—only encrypted access tokens.

  1. You initiate the connection from the Fp Switchboard dashboard
  2. You’re redirected to the service (Google, Slack, etc.)
  3. You authorize specific permissions
  4. The service sends a token back to Fp Switchboard
  5. We encrypt and store the token securely

Google provides access to Gmail, Calendar, Drive, Docs, Sheets, and Slides.

  1. Go to switchboard.fpdigital.ai/dashboard/services/google
  2. Click Connect Google Account
  3. Select your Google account
  4. Review and approve the requested permissions
  5. You’ll be redirected back to the dashboard
  1. Go to switchboard.fpdigital.ai/dashboard/services/slack
  2. Click Connect Slack Workspace
  3. Select your workspace
  4. Authorize the Fp Switchboard app
  5. Done! Your workspace is now connected.

The process is similar for all OAuth-enabled services:

ServiceWhat You’ll Authorize
HubSpotCRM contacts, deals, companies
NotionPages, databases, workspaces
QuickBooksFinancial data, invoices, customers
GitHubRepositories, issues, pull requests
ApolloContact data, sequences
TeamworkProjects, tasks, time tracking

Some services use API keys instead of OAuth:

  1. Generate an API token at dash.cloudflare.com/profile/api-tokens
  2. Select the “Edit Cloudflare Workers” template or create custom permissions
  3. Paste the token in Fp Switchboard

You can connect up to 5 accounts per service. This is useful when you have:

  • Separate work and personal accounts
  • Multiple client accounts you manage
  • Different workspaces or organizations

See Multi-Account Access for details on how multi-account tokens work.

  • Ensure you’re using an account with admin permissions (for org-level services)
  • Check that your organization allows third-party app connections
  • Contact your IT admin if you see a “blocked by admin” message
  • Fp Switchboard automatically refreshes tokens when possible
  • If a token can’t be refreshed, you’ll see a “Reconnect” button on the dashboard
  • Simply click to re-authorize the connection