Connections.
Connect Google, Microsoft 365, Slack, HubSpot, Meta, Stripe, LinkedIn, X, Resend, and the intake endpoint so records stay current without manual entry.
A connection links your workspace to an account your team already uses. It keeps records current without manual entry, and it gives agents the data and actions you allow.
Concepts
- A connection is a capability. It shows what it can do and which agents use it. Automations are agents, and you build them in a chat. See Agents.
- Brings in and Sends. Each connection states what it brings into the workspace and what it can send out. “Sends: Nothing” means nothing in the workspace can change that account.
- Shared. A connection belongs to the workspace. Only owners and admins connect or remove a shared connection, because a change affects every agent that uses it.
- Status. Each connection shows whether it is connected and when it last synced.
Connection types
Connections groups the services in categories:
| Service | Brings in | Sends |
|---|---|---|
| Google (Gmail and Google Calendar) | Email and calendar events for your contacts. Threads appear in the Inbox and on records. | Replies, new email, and sequences, when you grant send access. Send-as aliases are supported. |
| Microsoft 365 (Outlook mail and calendar) | Email and calendar events for your contacts. | Replies, new email, and sequences, when you grant send access. You can save one Send as address. |
| Slack | People, so the workspace can match them to members. | Messages that agents post to the channels you choose. |
| HubSpot | Companies, contacts, deals, and original and latest lead source details. Records start unassigned. | Nothing, so nothing here can change HubSpot. |
| Meta (Facebook and Instagram) | Lead form submissions, Facebook Messenger conversations, and your Facebook Pages and linked Instagram accounts. | Posts and carousels from the release calendar, to the accounts you select. |
| Stripe | Invoices, subscriptions, payments, and billing contacts, in their original currencies. | Draft invoices that a person approves. Agents never confirm payments. |
| Company posts and organic statistics. | Nothing. | |
| X | Account posts and public engagement metrics. | Nothing. |
| Resend | Nothing. | Reports, invoices, receipts, invitations, and sequences from one verified sending domain. |
| Image generation | Nothing. | Image and video jobs from Marketing. Each job uses credits from that account. |
| Intake | Contacts, companies, and deals from your own forms and systems. | Nothing. |
Connect an account
- Open Settings → Connections. Categories are collapsed accordions with an enabled count.
- Expand a category and select the service.
- Select connect. The service asks you to sign in and approve the permissions.
- Back in the workspace, check the permission groups and the status.
For Stripe, choose the connection method and enter the API key in the masked field. For Resend, enter an API key and choose one verified sending domain. For Google or Microsoft 365, grant send access if you want to reply from the Inbox. A mailbox without send access says sending is off and offers Reconnect.
Intake endpoint
Intake creates a contact, company, or deal from one HTTPS request. Use it for your own forms and systems.
- Open Settings → Connections → Intake.
- Copy the endpoint and create an API key.
- Open Integration setup and examples for a contact, company, and deal example.
- Send a test request. The record appears in the received-record table under the Contacts, Companies, or Deals tab.
See the Intake API for the request format.
Disconnect
An owner or admin disconnects a connection from its page. The history it brought in stays. Agents that use it stop using it, and their switches stay off until you connect again.
Typical workflows
- Day one. Each member connects their Google or Microsoft 365 mailbox and calendar. An admin connects Stripe. Check that Finance fills in.
- Move from HubSpot. Connect HubSpot, let it import, then assign owners to the imported records.
- Publish from the calendar. Connect Meta. Select Refresh accounts to load your Facebook Pages and Instagram accounts. Open a content plan and switch on the accounts you want.
Open it in your workspace
Open https://<your-portal>.example.com/<workspace>/settings/connections to manage your connections.