Connect your business tools to Slokoto so it can see what's happening with your leads and provide smarter recommendations.
What it does
The Integrations page is your command center for connecting external tools like email, CRM, chat, phone, and marketing platforms to Slokoto. Once connected, Slokoto can:
- See signals - Know when leads open emails, visit your website, or engage with your content
- Understand context - Access deal values, stages, and ownership from your CRM
- Prioritize better - Use real engagement data to recommend the right actions at the right time
Think of integrations as Slokoto's "eyes and ears" across your tech stack.
How to use it
Browsing available integrations
- Click Integrations in the sidebar
- Browse integrations by category:
- Email - Gmail, Outlook, Yahoo
- CRM - HubSpot, Salesforce, Streak, Pipedrive
- Chat & Support - Gorgias, Zendesk, Freshdesk
- Phone & SMS - CallTrackingMetrics, Aircall
- Marketing - Klaviyo, Mailchimp
- Use the search bar to find a specific integration
- Use filters to show only connected, not connected, or integrations with issues
Connecting an integration
- Find the integration you want and click Connect
- Follow the 3-step wizard:
- Step 1: Method - Choose how to connect (OAuth sign-in or API key)
- Step 2: Permissions - Select which signals Slokoto can read
- Step 3: Test - Verify the connection is working
- Click Save & Start Monitoring
Configuring a connected integration
- Click Configure on any connected integration
- Use the tabs to adjust settings:
- Status - View connection health and last sync time
- Signals - Choose which data types to monitor
- Mapping - Map integration users to your Slokoto team
- Advanced - Set sync frequency and automation options
Disconnecting an integration
- Click Configure on the integration
- Click Disconnect in the Status tab
- Confirm the disconnection
Key terms
| Term | Meaning |
|---|---|
| Signal | A piece of data Slokoto observes (e.g., "email opened", "call received") |
| OAuth | A secure sign-in method where you log into your account to grant access |
| API Key | A code you copy from your tool's settings to connect it to Slokoto |
| Sync frequency | How often Slokoto checks for new data (Standard, Fast, or Real-time) |
| Auto-generate actions | Let Slokoto automatically create Todo items from signals (Pro+ only) |
Understanding connection status
| Status | What it means |
|---|---|
| Connected (green) | Integration is healthy and syncing data |
| Needs Attention (orange) | Something is wrong - usually an expired token or API key |
| Coming Soon (gray) | Integration is planned but not yet available |
Signals by integration type
Email (Gmail, Outlook, Yahoo)
- Incoming/outgoing emails
- Email opens
- Link clicks
- Attachment access (Pro+)
CRM (HubSpot, Salesforce, Streak)
- Deal stages and movement
- Deal values
- Owner assignments
- Notes and activities
Chat & Support (Gorgias, Zendesk)
- New inbound messages
- Agent replies
- Conversation status changes
- Tags and SLA data
Phone (CallTrackingMetrics, Aircall)
- Incoming/outgoing calls
- Missed calls
- Call duration
- Recordings (Pro+)
Marketing (Klaviyo)
- Campaign sends
- Opens and clicks
- Form submissions
- List membership changes
Plan limits
Your plan determines how many integrations you can connect:
| Plan | Max Integrations | Sync Speed |
|---|---|---|
| Starter | 2 | Standard |
| Pro | 5 | Fast |
| Business | Unlimited | Real-time |
Tips
- Start with email + CRM - These two integrations give Slokoto the best foundation for recommendations
- Check connection health - If you see "Needs Attention," reconnect to restore data flow
- Don't over-enable signals - Only enable signals you actually want Slokoto to consider
- Use OAuth when available - It's more secure and automatically handles token refresh
- Signals are free - Only AI-generated recommendations count against your AI Actions quota
Privacy & security
- Slokoto only reads data - we never modify or delete anything in your connected tools
- No emails are sent without your explicit action
- Credentials are encrypted and never exposed in the interface
- You can disconnect at any time to stop data sharing