What Syncs

• Gmail — Send and receive emails directly from the CRM. Email threads are linked to contact and company records automatically.
• Google Calendar — Two-way sync of calendar events. Activities scheduled in the CRM appear on your Google Calendar and vice versa.
• Google Meet — Generate Meet links when scheduling meetings from the CRM.
• Google Drive — Attach and link Drive files to CRM records.

What Syncs

• Outlook / Exchange — Send and receive emails through your Microsoft email account. Email conversations are tracked against CRM records.
• Microsoft Teams — Generate Teams meeting links when scheduling activities.
• OneDrive — Attach and reference OneDrive files on CRM records.

• Notification Routing — Route CRM notifications to specific Slack channels or direct messages.
• Activity Posting — Automatically post activity updates (new deals, won opportunities, completed tasks) to designated Slack channels.
• Workspace Connection — Connect to your Slack workspace via OAuth. An admin must approve the Slack app installation for the workspace.

The AI Assistant integration powers smart features across the CRM, including smart reply suggestions for emails and intelligent activity recommendations. Configure the AI assistant by enabling it on the integration card and adjusting its settings for tone, response length, and context awareness.

Connect your Stripe account to enable payment collection directly from invoices and quotes sent through the CRM. Once connected, customers can pay invoices online via a secure payment link. Configure your Stripe API keys and webhook endpoint from the integration card.

The data enrichment integration pulls additional information from external sources to fill in gaps in your CRM records. When enabled, the following data can be enriched:

• Company data — Industry, employee count, revenue, description, and social profiles.
• Contact data — Job title, LinkedIn profile, phone numbers, and social media links.
• Location data — Company headquarters address, city, state, and country.

Configure domain verification to improve email deliverability and establish trust with email providers. The following DNS records must be configured:

• SPF — Sender Policy Framework record that authorizes the CRM to send emails on behalf of your domain.
• DKIM — DomainKeys Identified Mail record that adds a digital signature to outgoing emails for authentication.
• DMARC — Domain-based Message Authentication, Reporting, and Conformance policy that tells receiving servers how to handle unauthenticated emails.

Each integration card displays a status indicator:

• Connected — The integration is active and functioning normally.
• Not Connected — The integration has not been set up yet.
• Requires Re-authentication — The connection has expired or been revoked and needs to be re-authorized.

To disconnect an integration, click the Disconnectbutton on the integration card. You will be asked to confirm the action. Disconnecting revokes the CRM's access to the external service. Your data already synced into the CRM is retained, but no new data will be synced until you reconnect.

After connecting Google Calendar or Microsoft 365, you can configure calendar sync settings including which calendars to sync, the sync direction (one-way or two-way), and how far back to sync historical events. Changes to sync settings take effect on the next sync cycle.