Integrations

10 articles

  • Mailchimp Integration

    Connect your Mailchimp account to your member list and stay connected to your members!  About the Integration The integration adds users to groups that are segmented by membership types.  The member's group will be automatically updated any time their membership changes and new members will be automatically added to Mailchimp. Benefits of using groups: Groups keep your members better synced than tags did.  This feature also allows you to better control what info is sent…

  • Connect to Integrations/Services

    Connect your Stripe account so you can begin accepting payments, connect a Google calendar so it will sync with your Reservable Resources calendar, and connect to your Mailchimp account so you can keep your member email list up-to-date. From the dashboard, navigate to Settings > Integrations Connect to these services: Stripe  is the payment processor that Proximity uses to collect payment on your behalf. Members may pay with a credit card, ACH (consider payment processing…

  • Google Calendar Integration

    Integrating calendars for reservable resources with the Google calendar is a powerful way to coordinate when resources are being used and view them from one calendar. Configure Google Calendar Navigate to your Google Calendar. Click the 3 dots on the left-hand side that says Add other calendars . Select Create new calendar . Add the name of your reservable resource. Example: Upstairs conference room. Select Create calendar . Create a calendar for each reservable resource…

  • Connect SALTO KS and Activate IQs

    Click the "Connect to SALTO KS" button on the "Integrations" page. Log in to the SALTO KS Identity server using a "Site Admin" account created in the SALTO KS site. We recommend creating an account specifically for the Proximity Platform to access the SALTO KS API. This user needs to have a valid mobile phone number attached to it. The phone number will be used later to verify your identity via SMS. Authorize the Proximity…

  • QuickBooks Online Integration

    Connect your QuickBooks Online Account to Proximity From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab. Select Connect to QuickBooks Online . This will bring you to QuickBooks Online. Log in to your QuickBooks Online account. Select the Company  from the drop-down menu. Select Connect . Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers. Map…

  • SALTO Integration

    Proximity now integrates with SALTO lock systems and SALTO door controllers. This integration allows space owners and managers to leverage SALTO hardware with the Proximity software platform. SALTO locks and IQs will be hardwired to internet then communicate wirelessly via bluetooth to unlock/lock the doors. If you have SALTO locks: Proximity's integration works directly with SALTO locks. To use this integration, you'll also need SALTO IQ installed. One IQ can connect to locks up to…

  • Brivo Integration

    Proximity now integrates with Brivo , the global leader in cloud-based access control and smart building technologies. This integration allows space operators to connect Brivo access control with the Proximity software platform and Proximity digital keys.  Using this integration and Brivo hardware, you   do  not   need a Proximity door controller. Proximity's integration works with any of Brivo's three control panel models : ACS300 for up to 2 doors ACS6000 for up to 30…

  • Zapier Integration

    Proximity now integrates with Zapier , one of the most popular ways to automate tasks through customized workflows. Zapier works by watching for new or updated data in Proximity and uses that data to complete tasks in other connected apps (such as Gmail, or Mailchimp.) To get started, you will need to have a Zapier account.  Create a Zap In Zapier: Navigate to Create Zap . Trigger : Choose Proximity as the app. Trigger Event…

  • HubSpot Integration

    Proximity now integrates with HubSpot to help automate your email marketing and more. Setting Up the Integration In Proximity: Navigate to Settings >  I ntegrations . Click Connect . You will be redirected to HubSpot where you can log in to the account you want to link to your Proximity site. After selecting the account, there will be a confirmation page. After confirming, you will be redirected back to Proximity. Notes: Once connected, space members…

  • ActiveCampaign Integration

    Proximity now integrates with ActiveCampaign to help automate your email marketing. Setting Up the Integration In ActiveCampaign: Navigate to Settings > Developer. Copy and paste the URL and API Key into the empty fields on the Integrations page, then navigate to Proximity. In Proximity: Navigate to Settings >  I ntegrations . Paste the URL and API Key from AC. Select Connect . Notes: Once connected, space members in Proximity will be automatically synced into ActiveCampaign…