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Advantage Platform Administration

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Conga Product Documentation

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Integration Hub

The Integration Hub provides a centralized interface for managing and monitoring third-party integrations within the Conga Advantage Platform. It allows administrators to connect Conga applications with external systems such as Microsoft Dynamics 365, HubSpot, and SAP Ariba from a single location.

Instead of relying on multiple external integration platforms (iPaaS tools), the Integration Hub enables you to manage integrations directly within the Conga UI. This simplifies integration management, improves visibility, and helps automate key business workflows such as quote-to-cash.

The Integration Hub uses Workato as the underlying integration platform. Workato provides secure connectivity and automation logic to synchronize data between Conga Advantage Platform and supported third-party systems.

Prerequisites

  • Only administrators who have the WorkatoOperationsUser permission can access the Integration Hub. For more information, see Roles and Permission Groups.
  • Ensure that the Workato Workspace ID and Workato Integration User ID are configured in Organization Management. These IDs are required to establish and maintain the integration between the Conga Platform and your Workato workspace. For more information, see Organization Management.

How the Integration Hub Works

The Integration Hub enables data synchronization between Conga Advantage Platform and external systems using connections and recipes.

  • Connections: A connection establishes secure communication between Conga Advantage Platform and an external system (for example, Microsoft Dynamics 365). Once authentication is completed, both systems are ready to exchange data. Supported authentication methods include OAuth 2.0, SAML SSO, and API key–based authentication.
  • Recipes: Recipes define when and how data is exchanged between systems. They contain the automation logic that determines the trigger and actions for data synchronization. For example, a recipe can automatically run when a new quote is created in Microsoft Dynamics 365 and sync that data with Conga CPQ.
    Note: Recipes are created and maintained by Conga. These out-of-the-box recipes are provided by default and cannot be created or edited by users in this phase.

Integration Hub User Interface Overview

The Integration Hub page provides a clear view of all available integrations and their automation status.

Navigation Path:The Integration Hub appears in the left-side navigation menu under Conga Advantage Platform.

  • Connected Systems Panel: At the top of the page, the Your Connected Systems panel displays all integrations available for your organization, such as Salesforce and Microsoft Dynamics 365.
    Note: Only integrations that your organization has subscribed to are displayed. To enable additional integrations, contact Conga Support.
  • Viewing and Managing Recipes : Each connected system includes a View Recipes button that opens the recipe list for the selected integration. The list shows key details such as the recipe name, current status (Ready to Start, Running, or Setup Required), and last run information. From the Actions column, administrators can start, stop, or complete the setup for a recipe. Administrators can also search for recipes by name or description and apply filters to quickly find specific integrations, making it easier to manage recipe execution and monitor overall integration health.

Recipe Setup and Management

Setup Required: If a recipe displays a Setup Required status, you must complete the initial configuration before starting it.

The setup screen contains the following tabs:

  • Connection Setup: The connection setup is used to authenticate and establish a secure connection with the Conga API. The required fields vary based on the external system being integrated. This is a one-time configuration, and you must click Complete Setup to finalize the setup.

  • Field Mapping: Field mapping comes with default mappings preconfigured for all out-of-the-box recipes. You can optionally map custom fields to meet your specific business requirements.

After completing the setup, you can Start the recipe.

Integration Example

A quote or proposal is created in Microsoft Dynamics 365 for a sales opportunity. Once created, the document is automatically synced to Conga CLM through the integration. The same quote or proposal is then available in Conga CLM, where it can be reviewed, managed, and tracked as part of the contract lifecycle, without requiring manual upload or re-creation. Fore more information, see Microsoft Dynamics 365 Integration with Conga CLM.

March 9, 2026