Integrations

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 – Open the integration settings

• Click on gear icon at the bottom of the menu on the left.

• Select Personal settings.

• Expand the list Integrations.

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:

1. Click on Office 365 in the list of integrations.

2. Click on plus sign (+).

3. A browser window will open – sign in with your Microsoft credentials.

4. 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:

1. Click on Google Workspace in the list of integrations.

2. Click on plus sign (+).

3. A browser window will open – log in with your Google credentials.

4. 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:

1. Click on Connect Slack – a web link opens.

2. Click on Add to Slack.

3. 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:

1. Click on Trello in the list of integrations.

2. Click on plus sign (+) – a browser window opens.

3. Log in with your Trello credentials and click Allow.

4. Copy your token (code).

5. 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:

1. Click on Pipedrive in the list of integrations.

2. Click on plus sign (+).

3. Click on Get Pipedrive API token (opens browser).

4. Log in with your details and copy the token.

5. Paste the token into the app and click Connect.

Tip: After integration, you can quickly share deals by typing / and select the activity or deal at the correct stage in the sales process.