# Integrations

> Connect third-party tools and services.

Source: https://docs.graph8.com/settings/integrations/

Connect graph8 with your CRM, communication tools, and other services.

## CRM Integrations

### HubSpot

Sync contacts, companies, deals, and activities with HubSpot.

**Connecting:**
1. Go to **Settings → Integrations**
2. Click **HubSpot**
3. Click **Connect**
4. Sign in to your HubSpot account
5. Authorize graph8 access

### Salesforce

Sync leads, contacts, accounts, opportunities, and activities with Salesforce.

**Connecting:**
1. Click **Salesforce**
2. Click **Connect**
3. Sign in to your Salesforce org
4. Authorize graph8 access

Connect with a Salesforce user that can see and edit the Lead, Contact, and Account fields you want synced. Using a dedicated integration user? Give it the right permissions first, then click **Re-check** in the Salesforce settings if graph8 reports fields it cannot access. See the [Salesforce integration user permissions guide →](https://docs.graph8.com/settings/salesforce-integration-user-permissions/)

### Pipedrive

Sync contacts (persons), organizations, deals, leads, and activities with Pipedrive. Pipedrive **labels** (Customer, Hot lead, and so on) appear in graph8 as lists, so you can pull or push exactly the records carrying a given tag.

**Connecting:**
1. Click **Pipedrive**
2. Click **Connect**
3. Sign in to your Pipedrive account (use a Pipedrive admin account)
4. Authorize graph8 access

For the full setup guide, including pull and push configuration, label-based list sync, and field mapping, see the [Pipedrive integration guide →](https://docs.graph8.com/settings/pipedrive/)

### Zoho CRM

Sync contacts, companies, leads, deals, and activities with Zoho CRM.

**Connecting:**
1. Click **Zoho**
2. Click **Connect**
3. Sign in to your Zoho account
4. Authorize graph8 access

### SugarCRM

Sync contacts, companies, leads, deals, appointments, and activities with SugarCRM. Unlike other CRMs, SugarCRM connects directly using your instance credentials rather than OAuth.

**Connecting:**
1. Click **SugarCRM**
2. Click **Connect**
3. Enter your SugarCRM instance URL (e.g., `https://yourcompany.sugarondemand.com`)
4. Enter your SugarCRM username and password
5. Click **Connect**

**Supported entities:** Contacts, companies (Accounts), leads, deals (Opportunities), appointments (Meetings), and activities (calls, notes, tasks).

**Field mapping:** Standard fields are auto-mapped for contacts, companies, and deals. Custom field mappings can be configured in the Settings modal under the Field Mapping tab.

**Disconnecting:** Disconnecting clears stored credentials immediately. Reconnecting requires re-entering your instance URL and credentials.

### What Syncs

| Data Type | HubSpot | Salesforce | Pipedrive | Zoho CRM | SugarCRM |
|-----------|---------|------------|-----------|----------|----------|
| Contacts | Yes | Yes | Yes (Persons) | Yes | Yes |
| Companies | Yes | Yes (Accounts) | Yes (Orgs) | Yes | Yes (Accounts) |
| Leads | Yes | Yes | Yes | Yes | Yes |
| Deals | Yes | Yes (Opportunities) | Yes | Yes | Yes (Opportunities) |
| Activities | Yes | Yes | Yes | Yes | Yes |
| Appointments | — | — | Yes (Activities) | Yes | Yes (Meetings) |
| Lists | Yes | Yes | Yes (Labels) | — | — |

## Communication Integrations

### Slack

Receive notifications and alerts in Slack channels.

**Setup:**
1. Click **Slack**
2. Click **Connect**
3. Select the Slack workspace
4. Choose default notification channels
5. Configure which events trigger notifications

**Notification types:**
- New leads and contacts
- Deal stage changes
- Sequence completions
- Meeting bookings
- Team alerts

### Email Providers

Configure email sending through connected providers. See [Mailboxes](https://docs.graph8.com/settings/mailboxes/) for email account setup.

## Enrichment Integrations

Connect data providers for contact and company enrichment. graph8 uses a waterfall approach — querying multiple providers in sequence to maximize data coverage.

Configuration is managed automatically. Enrichment runs when contacts are added or updated.

## Calendar

### Google Calendar

Sync meetings and appointments with Google Calendar.

**Connecting:**
1. Click **Google Calendar**
2. Sign in with your Google account
3. Select which calendars to sync
4. Configure sync direction (one-way or two-way)

### Microsoft Outlook

Sync with Outlook calendars via Microsoft 365.

**Connecting:**
1. Click **Microsoft Outlook**
2. Sign in with your Microsoft account
3. Authorize access
4. Configure sync settings

## Meeting Integrations

### Roam

Sync meeting transcripts and recordings into your inbox automatically.

**Connecting:**
1. Go to **Settings → Integrations**
2. Click **Roam**
3. Click **Connect**
4. Sign in and authorize graph8 access

Once connected, graph8 automatically syncs your meeting transcripts and recordings into the inbox.

| Data | Sync Direction |
|------|---------------|
| Transcripts | Roam → graph8 |
| Recordings | Roam → graph8 |

> **Note:**
> If you connected Roam before March 2026, disconnect and reconnect to pick up the required scopes for transcripts and recordings.

## Custom Integrations

### Webhooks

Send data to any service via webhooks. See [API](https://docs.graph8.com/settings/api/) for webhook configuration.

### Zapier / Make

Connect graph8 to thousands of apps through Zapier or Make using the graph8 API.

## Managing Integrations

### Connection Status

Each integration shows its current status:

- **Connected** — active and syncing
- **Disconnected** — connection lost or revoked
- **Error** — sync issue requiring attention

### Re-authorizing

If a connection expires or permissions change:

1. Click the integration
2. Click **Re-authorize**
3. Sign in and grant permissions again

### Disconnecting

1. Click the integration
2. Click **Disconnect**
3. Confirm

Disconnecting stops all syncing. Previously synced data remains in graph8.

### Sync Status

View sync details for each integration:

- **Last sync** — when data last synced
- **Records synced** — count of records in the latest sync
- **Errors** — any records that failed to sync

## Frequently Asked Questions

### Can I connect multiple CRMs?

Yes, you can connect multiple CRM instances. Each syncs independently. Be mindful of duplicate records when using multiple CRMs.

### What happens to my data if I disconnect an integration?

Data already synced into graph8 remains. No new data flows in or out. Reconnecting resumes syncing from where it left off.

### How often does data sync?

Sync frequency depends on the integration and your plan. Most integrations sync every 15 minutes to 1 hour. Real-time sync is available on Enterprise plans.

### Can I control which fields sync?

Yes. Each CRM integration has field mapping settings where you can choose which fields sync in each direction. See [Connections](https://docs.graph8.com/engage/connections/) for detailed sync configuration.

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> **Tip:**
> Start with your CRM integration — it's the foundation for keeping graph8 and your sales tools in sync.