Connect your tools
Connect the places where client work happens.
- 1ConnectChoose your tools
- 2Review sourcesConfirm data access
- 3Finish setupStart reviewing signals
Communication
- GmailEmailagencyco@gmail.comConnected12 min ago
- OutlookEmailsarah@agencyco.comConnected18 min ago
- SlackTeam chatAgency Co. SlackConnected8 min ago
- Microsoft TeamsTeam chatNot connected
Meetings
- ZoomVideo meetings2 accountsConnected15 min ago
- Google MeetVideo meetings1 accountConnected22 min ago
Delivery
- NotionDocs & knowledge1 workspaceConnected1 hr ago
- ClickUpTasks & projects1 workspaceConnected58 min ago
- AsanaTasks & projectsNot connected
- monday.comWork managementComing soonComing soon
Commercial
- HubSpotCRM1 accountConnected2 hrs ago
- Payments & contractsInvoices, payments & contractsComing soonComing soon
Setup progress
8 of 10 connectedCore relationship sources are connected
- Communication3 of 4
- Meetings2 of 2
- Delivery2 of 3
- Commercial1 of 1
Access controls
- Read-only connection model
- Connect only the sources you choose
- Evidence linked back to source activity
- Disconnect and remove access when needed
Save and continue
Connection access is read-only.