Help / Administration
Connect your tools
CRM, email, calendars, lead sources, and enrichment.
Settings → Integrations connects the tools your team already uses, almost always with a sign-in. Owners and Admins connect and disconnect; everyone else sees what is connected. Find an app searches the whole list.
| Kind | What connects | What it does |
|---|---|---|
| CRM | HubSpot, Salesforce, Pipedrive, Zoho CRM, Dynamics 365, HighLevel, Close, Attio, Copper, Freshsales, or any CRM through Zapier or Make | Pulls contacts into Neugent every 30 minutes and on Sync now, matched by CRM id then email, without overwriting what a teammate typed. A lead can be sent to the CRM from its ⋯ menu. |
| Gmail, Outlook / Microsoft 365, or Other email | Becomes a sender; campaigns and replies go out from it and replies come back into Conversations. | |
| Calendar | Each person under Settings → Booking | Busy times for booking links, and meetings added to the calendar. |
| Lead sources | On Lead intake | Brings leads in. See Connect where leads come from. |
| Enrichment | Apollo, with an API key | Fills blank fields on leads and companies. |
Credentials are encrypted and never shown again after connecting. If a connection stops working it says so and offers Reconnect.
Something not working the way this says? Write to support@neugent.ai.