Integrations
Planned connections
None of these are active. This page exists to document intent and sequencing — no integration will appear as connected until it genuinely is.
All data in this workspace is currently stored locally in your browser. Nothing is sent to an external service, and no CRM or messaging integration is connected.
Coming soon
Salesforce
Sync accounts, opportunities and stages so assessments and briefs attach to the real pipeline record.
Planned capabilities
- Account and opportunity import
- Write assessment score back to the opportunity
- Attach briefs as files
Coming soon
HubSpot
Two-way sync of companies and deals for teams running commercial motion in HubSpot.
Planned capabilities
- Company and deal import
- Deal-stage mapping
- Activity timeline sync
Coming soon
Slack
Push briefs, assessment summaries and coaching prompts into deal channels.
Planned capabilities
- Post brief to channel
- Pre-call reminder with prep summary
- Slash command for objection lookup
Coming soon
Gmail & Calendar
Read upcoming meetings to auto-surface the right account context and prep before a call.
Planned capabilities
- Meeting detection
- Auto-generated agenda draft
- Post-meeting discovery note capture
Coming soon
Generic API & webhooks
A documented REST surface and outbound webhooks for anything not covered by a first-party connector.
Planned capabilities
- REST API for accounts and assessments
- Outbound webhooks on assessment and brief creation
- API tokens with scoped access
Coming soon
Data warehouse export
Scheduled export of accounts, assessments and ROI models for internal reporting.
Planned capabilities
- Scheduled CSV/Parquet export
- Object storage destination
- Incremental change feed