Team Integrations: set it once and automate for your entire team
Managing integrations individually for each team member can quickly become time-consuming — and even worse, inconsistent.
With Team Integrations, you configure workflows once and ensure your entire team follows the same setup automatically. Less manual work, more consistency across your data and processes.
Automate workflows for your team in just a few clicks
The platform offers integrations with essential tools like Slack, Notion, and CRMs.
To enable an integration for your team:
Go to the Integrations page
Select the integration you want from the marketplace
Click on Enable workflow for team
That’s it - in just a couple of clicks, the workflow is applied to your entire team!
Example use cases for Team Integrations
Automatically send data to your CRM (Salesforce, HubSpot, and more)
For sales teams, this removes one of the biggest daily bottlenecks.
After a customer meeting, instead of manually updating your CRM, you can automatically send:
Customer name
Buyer persona details
Budget and deal stage
Meeting summary and next steps
With the integration enabled, all this information is automatically pushed to tools like Salesforce or HubSpot — directly from your meeting content.
Smart organization in Notion
With the Notion integration, you can define exactly how meeting data is structured and stored.
For example:
Send user feedback to a specific database
Save customer quotes (e.g. feedback about pricing) in a dedicated database
This ensures that all knowledge generated by your team is centralized, organized, and easy to access.
Custom integrations via Webhooks and API
If you need more flexibility, you can also create custom integrations using Webhooks and API.
These can be configured at the team or organization level under:
Your Team > Webhooks
Less setup, more consistency
With Team Integrations, you eliminate the need for each team member to configure their own workflows — and ensure everyone follows the same process from day one.
Explore other Team Features to keep building your workflows with a set once, scale with your team approach.