Integrations

Auto-import every recorded call with transcript, summary, and sentiment.

Sync call recordings and AI-generated meeting notes automatically.

Pull call recordings, meeting metadata, and attendee data.

Sync scheduled calls and meeting recordings via Workspace.

Pull recordings and transcripts from Teams meetings.

Import live transcripts and meeting summaries automatically.

Two-way sync for call recordings and revenue intelligence data.

Sync booked calls and no-shows in real time.

Booking sync for closers running personal scheduling links.

Booking + closing platform built for high-ticket coaches and operators.

Live and replay event tracking with multi-platform attendance data.

Webinar attendance, replay views, and registrant data into your dashboard.

Sync transactions, subscriptions, refunds, and payout schedules.

Sync members, subscriptions, and payment data from your community.

Pull transaction history and reconcile payments by closer.

Sync card-present and online payments for in-person sales.

Direct debit and bank-to-bank payment tracking.

Track crypto payments and convert to fiat reporting.

Pull community subscription and one-off payment data per closer.

Channel alerts, EOD reports, deal-closed pings, stale lead warnings.

Team channel alerts and DM notifications for closers and setters.

SMS for stale lead alerts and follow-up reminders.

Bot notifications to channels or DMs for global teams.

Channel notifications for orgs already on Microsoft 365.

Transactional email for EOD reports and customer-facing alerts.

Trigger broadcasts and tagged sequences from dashboard events.

Two-way contact and automation sync for email-heavy operators.

Email and SMS flows for ecom-style operators and creator brands.

Push or pull EOD reports, commissions, and lead lists.

Sync structured data and dashboards for stakeholders.

Embed dashboards into your team wiki or sync deal notes.

Two-way contact sync if your team is already on a CRM.

Two-way deal and account sync for enterprise teams.

Pipeline sync for teams already using Pipedrive as their CRM.

Sync contacts, opportunities, and SMS from GHL workspaces.

Two-way sync for teams running their pipeline in Close.

Pull funnel opt-ins, purchases, and campaign attribution.

Sync course enrollments, completions, and refund data.

Pull memberships, course completion, and product sales data.

Sync community members and engagement data per closer.

Capture lead intake forms with response data piped to your CRM.

Lightweight form submissions wired straight into the dashboard.

Self-hosted workflow builder. Trigger anything from any event.

Connect to 5,000+ apps for one-off trigger-action workflows.

Visual scenario builder for complex multi-step workflows.

Code-first workflow builder for engineers on the team.

Open REST API to push calls or events from any platform.

Outbound webhooks fire on every dashboard event you care about.

Drag-and-drop import for historical leads, deals, and commissions.

If it has data, we can pipe it in. Scoped during the engagement.