Documentation
Admin Guide/Integrations

Integrations

Connect external services and automate workflows

Extend your CRM with integrations and automations.

Available Integrations

Navigate to Settings → Integrations to configure:

Email

Connect email accounts for communication tracking. See Email Accounts for details.

Workflows (n8n)

Automate repetitive tasks with workflow automation:

  1. Go to Settings → Integrations → Workflows
  2. Connect to your n8n instance
  3. Create workflows triggered by CRM events:
    • New lead created
    • Deal stage changed
    • Contact updated

Git Providers

Connect GitHub, GitLab, or Bitbucket for project tracking:

  1. Go to Settings → Integrations → Git Providers
  2. Authorize your Git provider
  3. Link repositories to projects
  4. Track pull requests and commits

Coming Soon

  • Slack — Notifications and team collaboration

Webhook Events

Use webhooks to integrate with custom systems:

  • Lead events: lead.created, lead.updated
  • Deal events: deal.created, deal.stage_changed
  • Contact events: contact.created, contact.updated

Permissions

Integration settings require organization admin permissions. Regular users can only view connected integrations.