Integrations allow you to connect the app with other services to simplify your workday. All of these integrations are free and can be activated at any time.
Step 1 โ Open the integration settings
- Click on the gear icon at the bottom of the menu on the left.
- Select Personal settings .
- Expand the Integrations list.
Available integrations
Office 365
Features:
- Synchronize emails and folders, send emails from the app.
- Synchronize calendar events and book meetings with a conference link.
- Sync, create and edit contacts.
Here's how to integrate:
- Click Office 365 in the list of integrations.
- Click the plus sign (+) .
- A browser window will open โ sign in with your Microsoft credentials.
- When the connection is successful, a confirmation message appears.
Google Workspace
Features:
- Synchronize calendar events and book meetings with a conference link.
- Sync, create and edit contacts.
Here's how to integrate:
- Click G Suite in the list of integrations.
- Click the plus sign (+) .
- A browser window will open โ log in with your Google credentials.
- When the connection is successful, a confirmation message appears.
Slack
Features:
- Sync chat channels from Slack with the corresponding channel in the app.
- Messages posted in Slack or in the app appear in both systems.
Here's how to integrate:
- Click Connect Slack - a web link will open.
- Click Add to Slack .
- Log in to your Slack workspace.
Trello
Features:
- Create new cards directly from the app (from scratch or via chat message).
- Automatically post changes to Trello boards/cards to a channel.
Here's how to integrate:
- Click Trello in the list of integrations.
- Click the plus sign (+) โ a browser window will open.
- Log in with your Trello credentials and click Allow .
- Copy your token (code).
- Paste the token into the app and click Connect .
Pipedrive
Features:
- View and create activities and deals directly in the app.
- Automatically post events from Pipedrive to a channel.
Here's how to integrate:
- Click Pipedrive in the list of integrations.
- Click the plus sign (+) .
- Click Get Pipedrive API token (opens browser).
- Log in with your details and copy the token.
- Paste the token into the app and click Connect .
Tip: After integration, you can quickly share deals by typing / and selecting the activity or deal at the correct stage in the sales process.