Open Integrations
- Sidebar → Integrations or /dashboard/integrations
- Each card opens a dedicated connect page
- Green status means connected; reconnect if tokens expire
Meeting and video
- Google Calendar — sync to Schedule; pairs with Google Meet
- Outlook calendar — Microsoft 365 sync to Schedule
- Microsoft Teams — Teams links on Outlook-scheduled meetings
- Zoom — OAuth Zoom meetings from CRM and booking
- Calendly — external self-serve booking URLs
Communication
- Email Integration — Gmail, Outlook, or IMAP for Inbox
- Phone & SMS — Telnyx voice and texting for Dialer and Messages
- CloudTalk — call-center integration when enabled for your workspace
Lead capture
- Meta Lead Ads — Facebook and Instagram instant forms into CRM
- Forms — native lead capture (see /docs/pipeline/forms/)
Defaults
Set primary booking provider and video defaults under Settings → Meetings (/dashboard/settings/meetings).
Common issues
- Calendar not on Dashboard home — use Integrations, not Dashboard
- Duplicate calendar events — see /docs/integrations/calendar-and-meeting-stack/
- Feature gated on Free — own mailbox and power dialer require Pro