Integrations & security
Bring your sources. Keep your data.
Connect the tools your engagements already live in. Everything stays tenant-isolated, encrypted in transit, and out of any model-training set.
Connect in a click.
OAuth integrations across documents, CRM and collaboration.
CRM, in sync
Pipeline that stays current.
Connect your CRM and deals and contacts flow straight into your Prospect → Account → Engagement pipeline — deal value, win probability, owner and trigger signals included.
- Two-way CRM sync with activity logging (HubSpot today, more on the way)
- Document sources feed the engagement evidence pool
- Trigger signals surface the accounts worth acting on
Security
Enterprise-grade by design.
Tenant isolation
Every org's data is isolated and access is enforced server-side by role. Cross-tenant access is denied, not filtered.
Encrypted exchange
Data is encrypted in transit and exchanged through secured APIs — credentials are stored in managed secret storage.
No training on your data
Your client data is never used to train models. Model calls are logged and cost-tracked for full auditability.