Connect your pipeline tools

Give operators the context
their next job needs.

Start with HubSpot and Slack. Connect from your workspace, review the requested access, and choose the operators that can use it.

Get started Read the connection guide

Core connections

Bring CRM context and team updates together.

These are supported connection options. Nothing on this page indicates that your account is already connected.

HubSpot

Contacts, lifecycle stages, deals, and tasks give your operators the context for pipeline work.

Connection
Private app token; use OAuth if offered in your workspace
Used for
Lead tagging, inbound routing, pipeline checks
Before enabling
Review the operator’s allowed actions and required scopes
HubSpot setup instructions

Slack

Bring operator summaries and notifications into the channels your team already checks.

Connection
Slack bot token
Used for
Pipeline summaries, alerts, and team notifications
Before enabling
Invite the bot to the channels it needs and review its permissions
Slack setup instructions

Build out from there

Connect additional sources when a job needs them.

The dashboard lists connection methods and availability. A connected provider does not automatically make every operator ready to run.

Messaging and revenue signals

Connect services such as Resend, Customer.io, and Stripe with their supported credentials.

View connection options

Check availability before planning a workflow

Salesforce and several advertising and sales tools are listed as coming soon in the connection catalog.

Read availability notes

Connect the tools for your first operator.

Start with a job, then add only the access that job requires.

Get started