All guides
Integrations
5 min read

Connect integrations

Sync with your CRM, calendar, or other tools via OAuth.

  1. Open Integrations

    Go to /integrations. You'll see all available providers grouped by category (CRM, Calendar, Storage, Analytics).

    Was this step helpful?

  2. Authorize the provider

    Click Connect on any tile. You'll be redirected to the provider to sign in and approve scopes, then bounced back to the app.

    Was this step helpful?

  3. Configure sync

    Pick which objects to sync (contacts, deals, activities) and the direction (one-way or two-way). Initial sync runs in the background.

    Was this step helpful?

  4. Monitor status

    Each integration card shows last-sync time and any errors. Click Reconnect if a token expires.

    Was this step helpful?