Turn Every Integration into a Revenue Engine

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Affinity
CRM Systems
All
Coming Soon
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Spot Stale Deals
Flag opportunities that haven’t had touchpoints in the last 30 days.
Sync Affinity Notes to CRM
Automatically push relationship notes into your CRM deal records.
Track Deal Stage Progression
Automatically update opportunity stages based on email or meeting activity.
Add New Contact
Create a new contact profile in your Affinity workspace.
Create New Opportunity
Start a new deal or opportunity linked to a specific contact or company.
Azure Datalake
Cloud storage
Databases
All
Coming Soon
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Export Qualified Leads
Push lists of qualified or prioritized leads from your sales system directly into Azure Data Lake for secure storage or future campaigns.
Generate Custom Sales Reports
Aggregate large datasets in Azure Data Lake and deliver custom, on-demand sales reports to decision-makers.
Automate Data Cleansing
Trigger scripts to identify and fix duplicates, errors, or stale data in your sales records stored in Azure Data Lake.
List Files
See all files available in a particular folder or directory within Azure Data Lake.
Download File
Close
CRM Systems
All
Coming Soon
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Sync Stage Changes with Deal Desk
Notify deal desk instantly when a deal stage updates.
Add Call Summaries to Notes
Attach call recap summaries to lead or opportunity records.
Notify Finance on Closed Deals
Send closed-won deal data directly to finance for invoicing.
Add New Lead
Create a new lead in Close for pipeline tracking and outreach.
Change Lead Status
Move a lead to a new stage (ex: contacted, qualified, won, lost)
Gmail
Productivity Apps
All
Coming Soon
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Send Intro Email to Leads
Send a personalized intro email to a new lead.
Auto-Log Emails to CRM
Log sent/received emails to CRM instantly.
Send Deal Renewal Reminders
Email customers about upcoming renewals.
Search Emails
Find emails in gmail by keyword or contact.
Get Attachments
Download attachments from emails.
Google Calendar
Productivity Apps
All
Coming Soon
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Auto-Block No-Meeting Zones
Protect time for focused prospecting or pipeline reviews.
Trigger Prep Checklist Before Meetings
Send sales reps a checklist or call agenda before every high-value meeting.
Log Meeting Outcomes
Prompt reps to record meeting notes and outcomes after each event.
Update Event
Edit meeting details, time, or location.
Create Meeting
Schedule a new meeting with prospects or clients.
Google Contacts
CRM Systems
Productivity Apps
All
Coming Soon
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Sync New Leads to Google Contacts
Automatically add new leads from your CRM or lead forms directly into your Google Contacts, ensuring every potential deal is captured and ready for follow-up.
Trigger Sales Alerts for Key Contact Activity
Automatically notify sales reps when a top contact opens a key email, downloads a proposal, or schedules a meeting, ensuring no hot lead slips through the cracks.
Tag and Segment Key Accounts
Apply tags or labels (e.g., “High Priority,” “Renewal Q3,” “Target Account”) to contacts, enabling instant segmentation for focused outreach and campaigns.
Create Contact
Add a new contact to your Google Contacts with details like name, email, phone, and company information.
Update Contact
Edit an existing contact’s information, such as updating their title, phone number, or company affiliation.
Google Sheets
Databases
All
Coming Soon
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Import Leads to Sheet
Automatically add new leads from CRM or email directly into a Google Sheet.
Generate Weekly Sales Report
Automatically summarize and export weekly sales performance metrics for your team.
Merge Duplicate Records
Detect and merge duplicate leads or companies in your Google Sheets pipeline to keep data clean.
Create Sheet
Start a new Google Sheet for tracking sales, projects, or team data.
Find Row by Value
Search for a specific row using keywords like email address, company name, or deal ID.
Grain
Productivity Apps
All
Coming Soon
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Summarize Sales Calls
Quickly generate a concise summary of any recorded sales call to capture key points, objections, and action items.
Share Call Highlights
Push curated highlights from key sales meetings directly to your team’s Slack, CRM, or email
Alert for Key Phrases on Sales Calls
Set up alerts for critical phrases (e.g., “budget,” “timeline,” “decision maker”) to notify managers when they occur on calls.
Record Meeting
Automatically record any sales or customer call for future reference and compliance.
Tag Participant
Label meeting attendees within recordings to track involvement and follow up as needed.
Hubspot
Marketing Tools
CRM Systems
All
Coming Soon
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Pull Real-Time Deal Reports
Generate up-to-date reports on pipeline value, close rates, or forecasted revenue
Update Sales Deal Stage
Move deals through your custom pipeline stages based on activity, meetings, or contract status.
Create New Sales Deal
Automatically open a new deal record when a qualified lead is identified or a proposal is sent.
Create Task
Generate a follow-up or to-do item for any contact, company, or deal.
Add Note
Attach a note or meeting summary to any HubSpot record for context and visibility.
Microsoft Outlook
Productivity Apps
All
Coming Soon
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Send Personalized Follow-Up Email
Automatically send tailored follow-up messages to prospects or clients after meetings or demos.
Track Prospect Email Opens
Get real-time notifications when a prospect opens your email, so you can follow up while interest is high.
Schedule Product Demo with Lead
Trigger personalized demo invites to qualified leads based on CRM or webform signals.
Flag Important Email
Mark key messages for quick reference, helping prioritize hot leads and urgent customer responses.
Search Email by Keyword
Instantly locate emails or threads related to specific deals, companies, or topics.
Notion
Productivity Apps
Cloud storage
CRM Systems
All
Coming Soon
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Create Deal Desk Reviews
Create deal desk meeting notes and agendas, and assign reviewers for deals approaching close.
Track Contract Review Progress
Create a contract review checklist, assign owners, and monitor completion stages for each opportunity.
Attach Meeting Notes to Account
Link or upload meeting notes directly to the relevant company or deal record, so all context stays together and visible.
Create Page
Generate a new Notion page for any sales project, customer, or initiative.
Update Database Entry
Edit fields or details for an existing database item, such as a contact, company, or deal.
Slack
Productivity Apps
All
Coming Soon
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Add User to Channel
Add a team member to a slack channel.
Alert on High-Value Leads
Notify sales team on Slack when top-tier leads enter the pipeline.
Create Channel
Start a new channel on Slack for deals or projects.
Send Channel Message
Send a message to any Slack channel.
Send Lead Assignment Notification
Alert reps in Slack when a new lead is assigned.
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