The field-by-field reference for the Integrations tab. The setup walkthrough is Connecting your tools.
Statuses
Every card carries one badge, and it always answers "is this working right now?"
Badge | What it means | What to do |
Connected | Set up, switched on, and forwarding your replies. | Nothing. |
Paused | Still set up and your credential is still stored, but switched off — nothing is being forwarded. | Flip the switch back to On when you want it flowing again. |
Needs attention | Connected, but the last attempt to use it failed. The card shows the specific error underneath. | Read the message. Most often the key was revoked or expired on the other side — generate a fresh one and reconnect. |
Not connected | Available, but you have never set it up (or you disconnected it). | Click Connect if you want it. |
A card may also show a Carried over badge alongside its status. That means the connection was migrated from Grassfed's previous system rather than set up by you in this portal — see Carried-over connections below.
If the whole page cannot reach your connection status, a banner at the top says so and every card falls back to showing what is available rather than what is connected. That is a display problem, not a disconnection — refresh in a moment.
The controls on a card
Control | Shown when | What it does |
Connect | Not connected | Opens the setup form. |
On / Paused switch | Connected | Pauses or resumes forwarding, without touching your stored credential. |
Configure | Connected | Reopens the form with your saved settings filled in, so you can edit them. |
Disconnect | Connected | Asks you to confirm, then deletes your stored credential and stops forwarding. |
Cancel | Form open | Closes the form without saving. |
Pause versus disconnect
These are not the same thing, and the difference is your credential.
Pausing (the On/Paused switch) stops replies flowing to that tool and nothing else. Your key, your Sheet ID and your column mapping all stay exactly where they are. Flip the switch back and it picks up where it left off, with nothing to re-enter. This is the right choice for "not right now" — a quiet season, a sheet you are rebuilding, a CRM you are mid-migration on.
Disconnecting deletes the credential Grassfed stored for you. The confirmation dialog spells out what happens: Grassfed deletes your stored key or token and stops sending replies to that tool, and your existing data in that tool stays exactly where it is — nothing already pushed to your CRM or written to your sheet is touched. You can reconnect whenever you like, but you will have to paste the credential again, because Grassfed no longer has it.
Note — If in doubt, pause
Pausing is completely reversible with one click. Disconnecting is reversible too, but only if you can still lay hands on the key — and most vendors will not show you an existing key twice, so reconnecting usually means generating a new one.
Fields
Follow Up Boss
Field | Required | Notes |
API key | Yes, on first connect | From Follow Up Boss → Admin → API. Leave blank when reconfiguring to keep the key you already saved. |
Smartsheet
Field | Required | Notes |
Personal access token | Yes, on first connect | From Smartsheet → Account → Apps & Integrations → API Access. Leave blank when reconfiguring to keep the token you already saved. |
Sheet ID | Yes | The sheet replies get written to. Find it in Smartsheet under File → Properties. Numbers only. |
Smartsheet column mapping
Eight optional fields, each taking a Smartsheet column ID (numbers only — right-click a column header in Smartsheet and choose Properties). Leave a row blank to skip that piece of information entirely.
Field | Column receives |
Lead name | The lead's name. |
Lead email | The lead's email address. |
Phone | The lead's phone number. |
Property address | The property address. |
Reply text | The body of the lead's reply. |
Campaign | The campaign name. |
Reply date | The date the lead replied. |
Starred date | The date you starred the lead. |
How your credentials are stored
The key or token you paste is stored encrypted, separately from the rest of your account settings.
It is never displayed again. Once saved, the card shows only the last four characters, written as
•••• 8fa2.Grassfed will not read it back to you, email it to you, or prefill it into the form. If you need the value itself, get a new one from the vendor.
Disconnecting deletes the stored credential rather than hiding it.
Carried-over connections
Some agents' integrations were migrated across from Grassfed's previous system when the portal launched. Those arrive already connected, with their settings intact and a Carried over badge beside the status.
A carried-over connection behaves identically to one you set up yourself — same statuses, same switch, same Configure and Disconnect. The badge is purely there so you are not left wondering how something you never set up came to be connected. The one case worth acting on is a carried-over card showing Needs attention: an old credential has stopped working, so generate a fresh key or token and reconnect.