Lesson 41 · Capture everything

Tour your integrations

What's connected, what needs you, and who owns each connection.

1 min 20 s7 stepsLesson 7 of 8 in Capture everything

You’ll be able to

  • Spot connections that need you
  • Find any app in the catalog
  • See what each connection does

Read the docs

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The help pages for this lesson, kept up to date. Read them here without leaving the lesson.

Integrations Settings
Manage your connections to other applications and services.
Slack Integration
Connect BuildBetter with Slack to share call summaries and create signals from customer conversations
HubSpot Integration
Connect BuildBetter with HubSpot to sync contacts, companies, tickets, and push meeting summaries back to HubSpot
Integrations Overview
Overview of BuildBetter integrations and connectivity options

Transcript

Integrations bring your calls, support threads and customer data into BuildBetter, from the tools you already use.

Open Settings, then Integrations. Installed lists every app connected to your workspace, with its status.

An orange badge means a connection needs you. Click Reconnect, and sign in to that app again.

Browse apps holds the whole catalog. Filter to Connected, Available or Needs attention, or pick a category, like Customer support.

To see what a connection does, click Manage. Slack shows your workspace, and how many channels feed signals into BuildBetter.

Manage public channels lets you search and add channels in bulk. For a private channel, type /bb connect inside it.

On your CRM, Manage opens its settings. Choose what syncs, like deals, contacts and companies.

Workspace apps are shared, and only admins can connect them. Personal apps, like Gmail, link your own account.

Next up, enrichment.