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How to manage and install out-of-the-box integrations
How to manage and install out-of-the-box integrations

Learn how to access your Quantive Results integrations or link new out-of-the-box integrations.

Stephanie Barnes avatar
Written by Stephanie Barnes
Updated over a week ago

Why integrate your systems with Quantive Results?

There are a few main benefits to connecting your existing tools:

  • Make OKRs and KPIs part of every day, empowering your team to achieve more β€” together.

  • Connect OKRs to systems of work, embedding strategy execution to where the work happens

  • Automate key results and KPIs, keeping all your data nice, neat, and in sync so everyone in your organization knows the score.

  • Reduce administrative burden and improve security, streamlining user management and administration to onboard your entire organization to Quantive quickly

How to access and install out-of-the-box integrations

Getting started with integrations can be done in a few quick steps. Follow the instructions below or watch our tutorial video. Note: Integrations are available for paid plans only. Free plans can access Slack and MS Teams integrations.

  1. Go to "Settings" within your account and navigate to "Data sources" on the sub-menu

  2. Existing integrations will show under Data sources. To install a new integration, choose the "Select data source" option from the dropdown in the top right-hand corner.

  3. You can browse the available out-of-the-box integrations to choose your connector. Use the tabs to navigate through specific types of data sources. You will find:

    Integrations for connecting to spreadsheets and files

    Integrations for Marketing tools

    Integrations for Product tools

    Integrations for Sales tools

    Integrations for BI tools

  4. Select the data source you want to install and follow the steps to enter your credentials and necessary information to connect your data. You can also visit our Marketplace apps to find the one you need.

Using integrations

Now that you have a new data source setup, here are the capabilities you have unlocked:

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