Integrations
Connect the tools your team already uses
Mail and calendars, CRMs, meeting recorders and notetakers, phone systems, Slack, documents, product analytics, support and warehouses. Nothing an agent sends out through a connection goes without the policy checks and, by default, a person's approval.
Email and calendar
Each teammate connects their own mailbox. Business email and meetings are filed to the right contacts and accounts; personal and marketing mail is left out.
Google (Gmail and Calendar)
Mail and meetings from Gmail and Google Calendar.
Google Calendar only
Meetings without access to Gmail.
Microsoft 365 (Outlook)
Mail and meetings from Outlook and Outlook Calendar.
Outlook Calendar only
Meetings without access to mail.
CRMs
Keep your current CRM. Closefinch syncs two ways, or writes through, and shows conflicts for a person to settle. Moving over instead? The migration tool imports from a connected CRM or files.
Salesforce
Two-way sync of accounts, contacts, opportunities, leads, tasks and notes. Sandboxes too.
HubSpot
Two-way sync of companies, contacts, deals, tasks and notes, with pipelines and owners.
Attio
Two-way sync of companies, people, deals, tasks and notes.
Pipedrive
Two-way sync of organizations, persons, deals, leads, activities and notes.
Close
Write-through: leads, contacts, opportunities, tasks and notes are written to Close.
Zoho CRM
Write-through, in any Zoho data center.
Affinity
Write-through for organizations, people and opportunity lists.
DealCloud
Write-through for your site's company, contact and deal entry types.
Meetings and notetakers
Native transcripts come first, so no bot joins when the platform already made one. The recorder bot is there for the rest, with a notice and a stop link for everyone in the meeting.
Zoom
Imports Zoom's own transcripts of cloud-recorded meetings.
Google Meet
Imports Meet's own transcripts.
Microsoft Teams
Imports Teams' own transcripts of meetings on your Outlook calendar.
Gong
Calls with briefs, key points, next steps and transcripts.
Granola
Meeting notes and transcripts.
Fathom
Summaries, action items and transcripts by webhook.
Fireflies.ai
Transcripts and summaries.
Circleback
Notes, action items and transcripts by webhook.
Notion AI Meeting Notes
Summaries, notes and transcripts.
Grain
Summaries, action items and transcripts.
Chorus
Meetings and dialer calls with summaries and transcripts.
Plaud
In-person recordings through Plaud's Zapier trigger.
Any other notetaker
A signed webhook for Avoma, tl;dv, Otter or any relay.
Phone and dialers
Calls are logged to the contact and account matched by phone number, with recordings and outcomes.
Aircall
Calls, outcomes, recordings and comments.
Dialpad
Calls with recordings and dispositions.
RingCentral
Calls from telephony-session events.
Zoom Phone
Calls, call logs, recordings and transcripts.
Orum
Power-dialer calls with dispositions and notes.
Outreach
Calls made in Outreach's dialer.
Slack
Conversations from channels and Slack Connect land on the right account. Alerts, approvals and deal rooms work in Slack too.
Slack
Channel and thread capture, Slack Connect, alerts, two-way agent chat and deal rooms.
Slack search
The assistant searches Slack as you, with your own permissions, at question time.
Knowledge
Indexed for answers and agents, respecting each source's sharing so people only see what they could already open.
Google Drive
Docs, Sheets, Slides, PDF and Office files.
SharePoint and OneDrive
Document libraries and OneDrive files.
Confluence
Confluence Cloud pages.
Notion
Pages shared with the integration.
Dropbox
Files with their sharing.
Box
Files with their sharing.
Egnyte
Files under the paths you choose.
Highspot
Items in your spots.
Seismic
Library content.
Your website
Pages from your sitemap.
Product, billing and support signals
What customers do in your product, what they pay and what they ask support, on the account's timeline.
Stripe
Customers, invoices, subscriptions and refunds.
PostHog
Product events linked by email and domain.
Segment
Product events linked by email and domain.
Amplitude
Product events linked by email and domain.
Mixpanel
Product events linked by email and domain.
Website and app events
A first-party JavaScript snippet for page views and product events.
Zendesk
Support tickets linked by requester.
Intercom
Conversations and tickets.
Plain
Support threads.
Marketing
Your own website and ad and analytics accounts. Agents read reports; changes to your site or campaigns wait for a person's approval.
WordPress
Approved page titles and descriptions, and drafts of approved articles, through an application password.
Google Ads, Analytics and Search Console
GAQL reports, GA4 reports and Search Console queries; pausing a campaign is approved by a person.
LinkedIn Ads
Campaign performance; pausing or enabling a campaign is approved by a person.
Reddit Ads
Campaign performance; pausing or enabling a campaign is approved by a person.
Data warehouses
Read-only queries on a schedule bring warehouse rows onto accounts and contacts; records can be exported back.
Snowflake
Scheduled read-only queries.
BigQuery
Scheduled read-only queries.
Databricks
Scheduled read-only queries.
Amazon Redshift
Scheduled read-only queries.
ClickHouse
Scheduled read-only queries.
Agent inbox
Forward reports and emails to an agent's own address and they're filed and acted on.
Agent inbox
A dedicated address for forwarded reports.
Build your own
Everything in the app is in the API, so anything without a connector here can still send and read data.
REST API
Every resource, OpenAPI 3.1, scoped keys, cursor pagination and published rate limits.
MCP server
Connect Claude, ChatGPT, Cursor or any MCP client with OAuth or an API key.
CLI
The `ra` command line, built for scripts and coding agents.
Webhooks
Inbound triggers and outbound events (signed per Standard Webhooks), for Zapier, Make and n8n too.
Connect your mailbox and see records fill in
Each teammate connects their own mail and calendar; the rest is connected once for the workspace. Free for up to 3 seats.