Available Integrations
CRM
HubSpot, Salesforce, and more
Automated transactional email
ERP
Custom ERP connections
Integration Categories
Data Enrichment
| Service | Purpose |
|---|---|
| Data Enrichment | Contact & company enrichment |
CRM Systems
| Service | Purpose |
|---|---|
| HubSpot | Contact, company, deal sync |
| Salesforce | Lead, account, opportunity sync |
Communication
| Service | Purpose |
|---|---|
| Transactional email | |
| SMS | Text messaging |
Setting Up Integrations
General Process
- Navigate to Settings → Integrations
- Find the integration you need
- Click Connect
- Authorize via OAuth or enter API key
- Configure settings
Authentication Types
| Type | Used By |
|---|---|
| OAuth 2.0 | HubSpot, Salesforce |
| API Key | Enrichment, email services |
| Unified Auth | CRM platforms |
Integration Status
| Status | Meaning |
|---|---|
| 🟢 Connected | Working normally |
| 🟡 Needs Attention | Action required |
| 🔴 Disconnected | Not connected or errored |
Webhooks
You can configure webhooks to send event data to your own systems when key events occur.Available Events
| Event | Trigger |
|---|---|
| New lead captured | A new lead is created from a conversation |
| Lead enrichment complete | Lead data has been enriched |
| Lead meets ICP threshold | Lead qualifies based on your scoring criteria |
| Voice call completed | A voice call has ended |
| Chat session completed | A chat session has ended |
Next Steps
CRM Integration
Connect your CRM
Email Setup
Configure email