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Integrations Overview

Browse and connect third-party integrations to extend your CRM

Integrations hub

A centralized place to discover, connect, and manage third-party services.

The Integrations hub lets you extend your CRM by connecting it to the tools your team already uses. From email providers and calendars to accounting software and marketing platforms, integrations keep your data in sync and eliminate manual data entry across systems.

Accessing the hub

Where to find and manage your integrations.

Navigate to Settings > Integrationsto browse every catalog integration in a single hub. Use the search box for free-text matching, click category pills to scope the grid, and click any card to open a slide-in drawer that shows the integration's status and Connect / Manage actions. Browsing the catalog and managing existing connections happen on the same page — there is no separate marketplace URL.

Types of Integrations

Integrations connect using one of three authentication methods.

Authentication Methods

  • OAuth (One-Click Connect) — Click the Connect button and authorize access through the third-party service. No credentials to copy or paste. Most major integrations use this method.
  • API Key — Enter the API key provided by the third-party service. You can usually find this in the service's developer settings or account settings page.
  • Webhook — Copy the generated webhook URL from your CRM and paste it into the third-party service's webhook configuration. Data is pushed to your CRM automatically when events occur in the external service.

Categories

Browse integrations organized by function.

The hub organizes integrations into 17 categories so you can quickly find what you need. These match the catalog source-of-truth in lib/integrations/catalog.ts exactly:

  • Productivity Suite — Google Workspace and Microsoft 365. Per-user OAuth bundles covering mail, calendar, drive, and meetings.
  • Automation & iPaaS — Zapier, Make. Orchestrate cross-tool workflows via webhooks.
  • Email Marketing — Mailchimp, ActiveCampaign. Sync contacts and engagement metrics.
  • Calling & SMS — Twilio, WhatsApp. BYO-Twilio for calls + texts directly on contact records.
  • Documents & E-Signature — DocuSign, PandaDoc. Send envelopes from deals.
  • Accounting & Invoicing — QuickBooks, Xero. Two-way invoice + customer sync.
  • Scheduling — Calendly. Auto-create contacts and log activities from bookings.
  • Chat & Messaging — Slack, Microsoft Teams. Broadcast org-channel events.
  • Forms & Surveys — Typeform, JotForm. Webhook form submissions into the pipeline.
  • Advertising — Facebook Lead Ads, Google Ads. Import leads + attribute spend to closed deals.
  • E-Commerce — Shopify. Sync customers and order history.
  • Customer Support — Zendesk, Freshdesk, Intercom. Unified support history on contact records.
  • Project Management — Asana, Trello, Jira. Create tasks and cards from CRM deals.
  • Analytics & Attribution — Google Analytics. Send CRM conversions for end-to-end attribution.
  • Video Meetings — Zoom. Schedule + log meetings from contact records.
  • Cloud Storage — Google Drive, OneDrive, Dropbox. Link external files to CRM records.
  • Website — WordPress. Capture page views and visitor activity as CRM activities.

Connecting an Integration

Step-by-step process to connect a new integration.

Steps to Connect

  • Step 1 — Go to Settings > Integrations and find the integration you want to connect (search by name or filter by category).
  • Step 2 — Click the integration card to open the slide-in detail drawer.
  • Step 3 — Click Connect and follow the prompts for the integration's authentication method (OAuth, API Key, or Webhook).
  • Step 4 — Once connected, click Manage advanced settings → in the drawer to configure sync preferences and field mappings on the integration's per-provider page.
  • Step 5 — Verify the connection by checking that the card status indicator shows Connected.
Configure sync preferences after connecting
After connecting an integration, visit its settings page to configure sync direction, field mappings, and sync frequency. These settings determine what data flows between your CRM and the third-party service, and how often it syncs.

Disconnecting an Integration

How to remove a connected integration.

To disconnect an integration, navigate to Settings > Integrations, find the connected integration, and click Disconnect. You will be asked to confirm before the integration is removed. Disconnecting stops all data syncing but does not delete any data that has already been imported into your CRM.

Status Indicators

Understand the connection status of each integration.

Status Types

  • Connected — The integration is active and syncing data normally. Shown with a green indicator.
  • Available — The integration is not yet connected. Click Connect to set it up.
  • Unavailable — The card's CTA reads "Unavailable" and the card is disabled. This happens when an integration depends on a sign-in provider that does not match your account. For example, the Google Workspace card is Unavailable when your sign-in method is Microsoft, and vice versa. See the Provider-specific availability section below.
  • Error — The integration has encountered a problem, such as an expired token or invalid credentials. Shown with a red indicator. See the Troubleshooting article for steps to resolve common errors.

Provider-Specific Availability

Your sign-in method determines which provider-bound integrations you can connect.

Every Laureo account is pinned to a single sign-in method — Google, Microsoft, or email and password. Integrations that authenticate through one of those providers (Google Workspace, Google Drive, Microsoft 365, OneDrive) are limited by that pin:

  • Google primary — Google Workspace and Google Drive show Available. Microsoft 365 and OneDrive show Unavailable.
  • Microsoft primary — Microsoft 365 and OneDrive show Available. Google Workspace and Google Drive show Unavailable.
  • Email and password primary — You may connect one auth-mappable provider (either Google or Microsoft) for inbox / calendar sync. Both cards stay Available until you connect one; afterwards, attempting to connect the other side returns a conflict message.
Why?
Email is the source of truth in a CRM — inbox, sent items, calendar, contacts, and AI work all key off it. Pinning each user to a single email source keeps that mapping clean. See Primary and Backup Sign-In for the full rationale, and Changing Your Sign-In Method for the admin-mediated migration flow.

All other integrations — Slack, Twilio, DocuSign, Mailchimp, Calendly, Zoom, and the rest — are independent of your sign-in method and remain Available regardless of which provider you signed in with.

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