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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.

Markdown version

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.

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.

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