# Integrations

Connect the tools your team already uses. Every connection is per person or per workspace, and nothing is sent out through one without passing the policy engine.

## 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)](https://www.closefinch.com/integrations/google):** Mail and meetings from Gmail and Google Calendar.
- **[Google Calendar only](https://www.closefinch.com/integrations/google-calendar):** Meetings without access to Gmail.
- **[Microsoft 365 (Outlook)](https://www.closefinch.com/integrations/microsoft):** Mail and meetings from Outlook and Outlook Calendar.
- **[Outlook Calendar only](https://www.closefinch.com/integrations/microsoft-calendar):** 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](https://www.closefinch.com/integrations/salesforce):** Two-way sync of accounts, contacts, opportunities, leads, tasks and notes. Sandboxes too.
- **[HubSpot](https://www.closefinch.com/integrations/hubspot):** Two-way sync of companies, contacts, deals, tasks and notes, with pipelines and owners.
- **[Attio](https://www.closefinch.com/integrations/attio):** Two-way sync of companies, people, deals, tasks and notes.
- **[Pipedrive](https://www.closefinch.com/integrations/pipedrive):** Two-way sync of organizations, persons, deals, leads, activities and notes.
- **[Close](https://www.closefinch.com/integrations/close):** Write-through: leads, contacts, opportunities, tasks and notes are written to Close.
- **[Zoho CRM](https://www.closefinch.com/integrations/zoho):** Write-through, in any Zoho data center.
- **[Affinity](https://www.closefinch.com/integrations/affinity):** Write-through for organizations, people and opportunity lists.
- **[DealCloud](https://www.closefinch.com/integrations/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](https://www.closefinch.com/integrations/zoom-meetings):** Imports Zoom's own transcripts of cloud-recorded meetings.
- **[Google Meet](https://www.closefinch.com/integrations/google-meet):** Imports Meet's own transcripts.
- **[Microsoft Teams](https://www.closefinch.com/integrations/microsoft-teams):** Imports Teams' own transcripts of meetings on your Outlook calendar.
- **[Gong](https://www.closefinch.com/integrations/gong):** Calls with briefs, key points, next steps and transcripts.
- **[Granola](https://www.closefinch.com/integrations/granola):** Meeting notes and transcripts.
- **[Fathom](https://www.closefinch.com/integrations/fathom):** Summaries, action items and transcripts by webhook.
- **[Fireflies.ai](https://www.closefinch.com/integrations/fireflies):** Transcripts and summaries.
- **[Circleback](https://www.closefinch.com/integrations/circleback):** Notes, action items and transcripts by webhook.
- **[Notion AI Meeting Notes](https://www.closefinch.com/integrations/notion-meetings):** Summaries, notes and transcripts.
- **[Grain](https://www.closefinch.com/integrations/grain):** Summaries, action items and transcripts.
- **[Chorus](https://www.closefinch.com/integrations/chorus):** Meetings and dialer calls with summaries and transcripts.
- **[Plaud](https://www.closefinch.com/integrations/plaud):** In-person recordings through Plaud's Zapier trigger.
- **[Any other notetaker](https://www.closefinch.com/integrations/notetaker-webhook):** 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](https://www.closefinch.com/integrations/aircall):** Calls, outcomes, recordings and comments.
- **[Dialpad](https://www.closefinch.com/integrations/dialpad):** Calls with recordings and dispositions.
- **[RingCentral](https://www.closefinch.com/integrations/ringcentral):** Calls from telephony-session events.
- **[Zoom Phone](https://www.closefinch.com/integrations/zoom-phone):** Calls, call logs, recordings and transcripts.
- **[Orum](https://www.closefinch.com/integrations/orum):** Power-dialer calls with dispositions and notes.
- **[Outreach](https://www.closefinch.com/integrations/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](https://www.closefinch.com/integrations/slack):** Channel and thread capture, Slack Connect, alerts, two-way agent chat and deal rooms.
- **[Slack search](https://www.closefinch.com/integrations/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](https://www.closefinch.com/integrations/google-drive):** Docs, Sheets, Slides, PDF and Office files.
- **[SharePoint and OneDrive](https://www.closefinch.com/integrations/sharepoint):** Document libraries and OneDrive files.
- **[Confluence](https://www.closefinch.com/integrations/confluence):** Confluence Cloud pages.
- **[Notion](https://www.closefinch.com/integrations/notion):** Pages shared with the integration.
- **[Dropbox](https://www.closefinch.com/integrations/dropbox):** Files with their sharing.
- **[Box](https://www.closefinch.com/integrations/box):** Files with their sharing.
- **[Egnyte](https://www.closefinch.com/integrations/egnyte):** Files under the paths you choose.
- **[Highspot](https://www.closefinch.com/integrations/highspot):** Items in your spots.
- **[Seismic](https://www.closefinch.com/integrations/seismic):** Library content.
- **[Your website](https://www.closefinch.com/integrations/sitemap):** 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](https://www.closefinch.com/integrations/stripe):** Customers, invoices, subscriptions and refunds.
- **[PostHog](https://www.closefinch.com/integrations/posthog):** Product events linked by email and domain.
- **[Segment](https://www.closefinch.com/integrations/segment):** Product events linked by email and domain.
- **[Amplitude](https://www.closefinch.com/integrations/amplitude):** Product events linked by email and domain.
- **[Mixpanel](https://www.closefinch.com/integrations/mixpanel):** Product events linked by email and domain.
- **[Website and app events](https://www.closefinch.com/integrations/intent-js):** A first-party JavaScript snippet for page views and product events.
- **[Zendesk](https://www.closefinch.com/integrations/zendesk):** Support tickets linked by requester.
- **[Intercom](https://www.closefinch.com/integrations/intercom):** Conversations and tickets.
- **[Plain](https://www.closefinch.com/integrations/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](https://www.closefinch.com/integrations/wordpress):** Approved page titles and descriptions, and drafts of approved articles, through an application password.
- **[Google Ads, Analytics and Search Console](https://www.closefinch.com/integrations/google-marketing):** GAQL reports, GA4 reports and Search Console queries; pausing a campaign is approved by a person.
- **[LinkedIn Ads](https://www.closefinch.com/integrations/linkedin-ads):** Campaign performance; pausing or enabling a campaign is approved by a person.
- **[Reddit Ads](https://www.closefinch.com/integrations/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](https://www.closefinch.com/integrations/snowflake):** Scheduled read-only queries.
- **[BigQuery](https://www.closefinch.com/integrations/bigquery):** Scheduled read-only queries.
- **[Databricks](https://www.closefinch.com/integrations/databricks):** Scheduled read-only queries.
- **[Amazon Redshift](https://www.closefinch.com/integrations/redshift):** Scheduled read-only queries.
- **[ClickHouse](https://www.closefinch.com/integrations/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](https://www.closefinch.com/integrations/agent-inbox):** A dedicated address for forwarded reports.

## For developers

- **[REST API](https://www.closefinch.com/docs):** Every resource, OpenAPI 3.1, scoped keys, cursor pagination and published rate limits.
- **[MCP server](https://www.closefinch.com/docs/mcp):** Connect Claude, ChatGPT, Cursor or any MCP client with OAuth or an API key.
- **[CLI](https://www.closefinch.com/docs/cli):** The `ra` command line, built for scripts and coding agents.
- **[Webhooks](https://www.closefinch.com/docs/webhooks):** Inbound triggers and outbound events (signed per Standard Webhooks), for Zapier, Make and n8n too.