Quick answer: Open Integrations (requires the INTEGRATION_VIEW permission) to see the connections available to your workspace, such as Apollo, floGPT, Google services, and social accounts. Use the connection's setup flow, then test the action you need. Connect sending mailboxes separately under Email → Accounts.
Integrations extend OutreachBox by connecting it to the tools you already use, so data flows between systems instead of living in silos.
Before you start
Check which integrations are available in your workspace. Use an account with the required access to the external service.
Practical example
After authorizing a service, test the specific action you need with a small sample. Confirm the correct external account and destination before using it in a workflow.
Check your result
If a connection stops working, check expired authorization, revoked permissions, and provider restrictions. A connected badge does not prove every action or data sync is configured.
Available integrations
- Lead tools: Apollo search and contact import; floGPT contact push to lead lists.
- Google services: Google Analytics reporting and Google Sheets workflow actions, using the required Google authorization.
- Social accounts: LinkedIn, Facebook, Instagram, Twitter/X, and other platforms offered in the social account setup flow. Posting depends on the platform's permissions and supported account types.
- Email accounts: Gmail, Microsoft 365/Outlook, and custom IMAP/SMTP accounts are configured under Email → Accounts.
- Messaging channels: Microsoft Teams, Telegram, and WhatsApp use their channel setup and account-linking flows. Their credentials and setup differ from social accounts.
Salesforce and HubSpot contact, company, deal, and activity sync are not currently available as native integrations. To move contacts to another CRM, use the available contact import/export options; this does not provide automatic CRM synchronization.
Available controls depend on your permissions, subscription, and provider configuration. A listed service or connected badge does not establish that every provider action has been verified in your production workspace.
How to connect an integration
- Navigate to Integrations (requires INTEGRATION_VIEW permission).
- Find the integration you want.
- Follow its setup flow: this may require OAuth authorization, an API key, or channel credentials.
- Select the external account and destination, then configure the required settings.
- Test the specific action with a small sample and confirm the result in the external service.
How to manage integrations
- View connected services and their status.
- Reconfigure settings as needed.
- Test connections to confirm they're working.
- Disconnect services you no longer use.
Best practices
- Connect only the services you actually need.
- Review the permissions you grant each integration.
- Test connections after setup and after credential changes.
- Keep credentials current to avoid sync failures.
Frequently Asked Questions
Who can manage integrations?
INTEGRATION_VIEW allows users to view the integrations page. Creating, changing, or disconnecting a connection requires the corresponding integration permission. Control access via roles in Team Members.
My integration isn't working — what should I check?
Verify the credentials, confirm any API keys are valid, review error messages, and reconnect the service if needed.
How do I connect my email account?
Email accounts are connected under Email → Accounts. See How to Connect an Email Account.
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Connect the tools you already use so your data — and your team — stay in sync.