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This guide walks you through connecting your G2 account to Profound. Once connected, Profound Agents and Aim can access, edit, and manage your G2 data directly.

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Before you start

You’ll need:

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Setup guide

To locate the G2 integration in the Profound platform:
  • Navigate to Integrations in the left sidebar.
  • Search for G2 and select it. Profound Integrations view screenshot with "G2" typed in the search bar and a G2 integration card both highlighted
Depending on your needs, set up a G2 integration, a G2 connector, or both.
This is a one-time setup. After you connect your G2 account, it remains available for future use until you revoke access.

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G2 integration

The G2 integration allows Profound Agents and Sheets to work with your G2 data.
1

Connect your G2 account

  • In the G2 integration view, navigate to the Integration tab.
  • Select + Add account. G2 Integration view screenshot with the Integration tab and the Add account button highlighted
2

Follow the authorization dialog

Follow the pop-up dialog that prompts you to sign in to your G2 account and authorize Profound to access your account.G2 authentication dialog screenshot with the Sign Up button highlighted
3

Verify the connection

If your G2 account appears in the list of connected accounts, the connection was successful and is ready to use with Profound.
You can also connect your G2 account to Profound directly in the Agent builder view. Navigate to Agents > + Create new, add one of the G2 nodes to the canvas, select it to open its configuration panel, and follow the Connect account flow.

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G2 connector

The G2 connector allows Aim to access your G2 data and use it in conversations live.
1

Connect your G2 account

  • In the G2 integration view, navigate to the Connector tab.
  • Select + Add account. G2 Integration view screenshot with the Connector tab and the Add account button highlighted
2

Follow the authorization dialog

Follow the pop-up dialog that prompts you to sing in to your G2 account and share authentication with Profound.
3

Verify the connection

If your G2 account appears in the list of connected accounts, the connection was successful and is ready to use with Profound.G2 account on list of connected accounts screenshot
4

Review the permissions

Review the permissions you want to give Profound Aim for the tools available with the G2 connector in the Tools & permissions table.Each tool has three options:
  • Allow: Aim can use the tool anytime
  • Ask: Aim will ask you before using the tool
  • Block: Aim can’t use the tool G2 connector Tools & permissions table screenshot with permission options highlighted
The tools that can cause irreversible deletions or edits are listed in the Destructive tools section. Block these tools by default or set them to Ask.

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Revoking access

Revoke Profound’s access to your G2 account anytime by selecting Revoke in the integration account action menu. G2 account on list of connected accounts screenshot with the three-dot action menu and the Revoke option highlighted Revoke access separately for the integration and the connector.