Integrations

Connecting your tools.

How integrations work

Integrations connect your existing tools to the platform so workflows can read data, send drafts, and sync information automatically. All connections use OAuth — you authorize access through the provider's own login screen, and you can revoke access at any time.

Go to Settings → Integrations to manage your connections.

Gmail

Connecting Gmail enables:

  • Automatic email monitoring (the inbox pipeline)
  • Draft creation in your Gmail drafts folder
  • Sent email tracking for quality learning

To connect: Settings → Integrations → Click “Connect” next to Gmail → Authorize with your Google account.

We request read and compose access. We never delete emails or modify existing messages.

Outlook

Connecting Outlook enables the same features as Gmail:

  • Email monitoring and inbox pipeline
  • Draft creation in your Outlook drafts
  • Sent tracking

To connect: Settings → Integrations → Click “Connect” next to Outlook → Authorize with your Microsoft account.

Outlook integration requires your organization to have Azure AD configured. If the Connect button doesn't appear, contact your administrator.

HubSpot

Connecting HubSpot enables:

  • Contact and company data for workflow context
  • CRM updates from workflow outputs
  • Deal pipeline data for reporting workflows

To connect: Settings → Integrations → Click “Connect” next to HubSpot → Authorize with your HubSpot account.

Other integrations

Additional integrations (Salesforce, Xero, Slack) may be available depending on your plan and vertical. Check Settings → Integrations for the full list.

Need an integration we don't support yet? Use the in-app support chat to let us know.

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