# Mission 4: Connect Your Tools

> Link your CRM, mailbox, and calendar to graph8 for a seamless workflow

Source: https://docs.graph8.com/training/sdr/tools/

## What you'll learn

- How to connect your CRM (Salesforce or HubSpot)
- How to connect your email mailbox for sending sequences
- How to connect your calendar for booking meetings
- How to verify that everything is syncing

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## Connect Your CRM

1. **Open Integrations**

   Go to **Settings --> Integrations**. You will see available integration cards for Salesforce, HubSpot, and other tools.

2. **Select your CRM**

   Click **Connect** on either **Salesforce** or **HubSpot**. You will be redirected to your CRM's authorization page.

3. **Authorize access**

   Log in to your CRM and approve the permissions graph8 requests. These permissions allow graph8 to sync contacts, companies, and activities bidirectionally.

4. **Configure sync settings**

   After authorization, you return to graph8. Review the sync settings:
   - **Contact sync direction**: Bidirectional is recommended
   - **Activity logging**: Enable so calls and emails appear in CRM
   - **Field mapping**: Review which graph8 fields map to your CRM fields

5. **Trigger initial sync**

   Click **Sync Now** to start the first sync. Depending on your CRM data size, this takes 5-30 minutes.

> **Tip:**
> Enable bidirectional sync so you never have to manually update records in two places. Changes in either system flow to the other automatically.

---

## Connect Your Mailbox

1. **Open Mailbox settings**

   Go to **Settings --> Mailboxes** and click **Add Mailbox**.

2. **Choose your provider**

   Select **Google Workspace**, **Microsoft 365**, or **Other SMTP** depending on your email provider.

3. **Authenticate**

   For Google or Microsoft, click the provider button and authorize via OAuth. For SMTP, enter your server details, email, and app password.

4. **Set sending limits**

   Configure your daily send limit. Start conservative:

   | Account age | Recommended daily limit |
   |-------------|------------------------|
   | New mailbox (< 2 weeks) | 20-30 emails/day |
   | Warming (2-4 weeks) | 30-50 emails/day |
   | Established (4+ weeks) | 50-100 emails/day |

5. **Send a test email**

   Click **Send Test Email** to verify delivery. Check that it lands in the inbox (not spam) of the test address.

> **Tip:**
> If you are using a new sending domain, ask your admin about the domain warmup schedule. Sending too many emails too fast from a cold domain hurts deliverability.

---

## Connect Your Calendar

1. **Open Calendar settings**

   Go to **Settings --> Integrations** and find the **Calendar** section. Click **Connect Calendar**.

2. **Authorize access**

   Select **Google Calendar** or **Microsoft Outlook** and complete the OAuth flow. graph8 reads your availability and can create events on your behalf.

3. **Set your availability**

   Configure your meeting availability:
   - **Working hours**: Set the hours you are available for meetings
   - **Buffer time**: Add buffer between meetings (15 minutes recommended)
   - **Meeting types**: Create templates for different meeting lengths (15 min intro, 30 min demo)

4. **Test a booking link**

   graph8 generates a booking link you can include in outreach. Click **Preview** to test the booking flow and confirm your availability appears correctly.

---

## Verify Everything Is Connected

1. **Check the Integrations dashboard**

   Go to **Settings --> Integrations**. Each connected tool shows a green **Connected** status badge. If any show a warning or error, click into the integration to troubleshoot.

2. **Verify CRM sync**

   Go to **Data --> Contacts** and spot-check a few contacts. Open a contact that exists in your CRM and confirm the CRM fields (like CRM ID or last activity date) are populated.

3. **Verify mailbox**

   Go to **Settings --> Mailboxes**. Your mailbox should show **Active** status with a green indicator. If it shows **Disconnected**, re-authenticate.

4. **Verify calendar**

   Go to **Engage --> Appointments** and confirm your calendar is listed with available time slots showing.

> **Tip:**
> If any integration shows errors, check that your organization admin has granted the necessary permissions. Some CRM connections require admin-level approval.

---

## Mission 4 Complete

Your CRM, mailbox, and calendar are connected. Activities sync automatically, emails send from your real address, and prospects can book meetings directly.

**Next mission:** [Build Your Daily Workflow](https://docs.graph8.com/training/sdr/daily-workflow/)