Mission 3: Connect Your Tools

graph8 works best when it’s connected to your existing tools. This mission walks you through linking your CRM and email.

Step 1: Connect a CRM

Connecting your CRM lets graph8 sync contacts, companies, and deals automatically.

1. Navigate to Settings → Connections
2. Find your CRM:
   • HubSpot — click Connect, then authorize with your HubSpot account
   • Salesforce — click Connect, then log in with your Salesforce credentials
   • Pipedrive — click Connect, then authorize with your Pipedrive account
3. Once connected, graph8 will start syncing data in the background
4. Check back after a few minutes to see your CRM data in the Contacts and Companies sections

Tip

If your CRM isn’t listed, reach out to support — we’re adding new integrations regularly.

Step 2: Connect a mailbox

Connecting your email lets graph8 send outreach on your behalf and track replies.

1. Navigate to Settings → Mailboxes
2. Click Add Mailbox
3. Choose your email provider:
   • Google Workspace — authorize with your Google account
   • Microsoft 365 — authorize with your Microsoft account
   • SMTP/IMAP — enter your email server details manually
4. Complete the authorization flow
5. Once connected, your mailbox will appear in the list with a green status

Caution

For best deliverability, make sure your email domain has SPF, DKIM, and DMARC records configured. Ask your IT team if you’re unsure.

Once you’ve connected a CRM and a mailbox, this mission is complete!