Integrations

Connect your CRM and communication sources so Slokoto can understand the complete opportunity context and prioritize work without replacing your systems of record.

What it does

The Integrations page is where you connect the CRM, email, commerce, marketing, and custom sources that Slokoto Sales uses for evidence and execution.

• Reads your conversations - Understands what is being said between you and your prospects

• Mirrors CRM reality - Reads opportunities, stages, owners, contacts, notes, and fields without overwriting them

• Prioritizes follow-ups - Uses AI to decide what matters most right now

• Keeps Todo and Upcoming aligned - New inbound replies surface now, while waiting states move into Upcoming

Think of Slokoto as the intelligence layer joining your systems. The selected CRM supplies Sales facts; communication and commerce sources supply evidence; Slokoto supplies priority, summaries, risk, Todos, and human-approved recommendations.

Streak setup

Streak is the first external CRM authority supported by Sales. An admin connects a dedicated Streak user, connects the matching Gmail account, selects exactly one pipeline, confirms the lifecycle role of every stage, and starts the import. See Streak CRM Authority.

How to use it

Browsing available integrations

1. Click Integrations in the sidebar

2. Browse integrations by category:
   • CRM - Streak as the authoritative Sales pipeline

   • Email - Gmail, with future providers labeled as coming soon

   • Sales & Marketing - Shopify, Klaviyo, Mailchimp

   • Custom - REST API, Webhooks (build your own integrations)

3. Use the search bar to find a specific integration

4. Use filters to show only connected, not connected, or integrations with issues

Connecting an integration

1. Find the integration you want and click Connect

2. Follow the setup flow

3. Grant the requested permissions

4. Click Save & Start Monitoring

Configuring a connected integration

1. Click Configure on any connected integration

2. 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 - Review automation and monitoring options

Gmail setup

Gmail uses per-user OAuth so each team member connects their own account.

Use the dedicated guide here:

• Gmail Setup

That guide shows:

• how each team member connects their own Gmail account via OAuth

• how to configure Team Domains (required for sync to work)

• how to set up Ignored Sender Domains and Form Notification Emails

• how real-time push notifications work via Google Cloud Pub/Sub

• the admin Team tab for viewing and managing all connected accounts

• the privacy-restricted alias reply mailbox option for company replies stored in another Google account's Sent folder

• how sync frequency options differ by plan

• troubleshooting for expired tokens and stalled push delivery

Shopify setup

Shopify uses a merchant-created app from the Shopify Dev Dashboard.

Use the dedicated guide here:

• Shopify App Setup

That guide shows:

• how to create the Shopify app

• which Admin API scopes Slokoto requires

• where to copy the Client ID and Client Secret

• where to paste the Store domain, Client ID, and Client Secret in Slokoto

• how to use Previous Client Secret during secret rotation

• how returning customers and historical purchases behave after Shopify is connected

CRM authority and Sales evidence

Streak is the first authoritative CRM integration for Slokoto Sales. Slokoto mirrors the selected pipeline, fields, notes, comments, meetings, call logs, and linked Gmail evidence without renaming or moving Streak boxes.

Slokoto adds priority, risk, recommended actions, and approval-controlled CRM comment drafts. The CRM remains authoritative for the facts it owns.

External helpdesk connectors and direct Support inbox connections are future integration paths. They should appear as connector setup when they are available, not as a requirement for native Support.

Disconnecting an integration

1. Click Configure on the integration

2. Click Disconnect in the Status tab

3. Confirm the disconnection

Key terms

What happens after you connect?

Once you connect an integration, here is what to expect:

Signals start from now

Slokoto begins monitoring new signals from the moment you connect. This means:

• New CRM changes, emails, orders, API events, and webhook events are captured when the relevant Sales integration is enabled

• Historical data from before the connection is generally not imported unless a specific backfill exists

Your views populate over time

• CRM / Pipeline - Streak boxes and stage counts appear 1:1 after the initial import

• Todo view - Recommendations appear when action is needed now

• Upcoming view - Scheduled follow-ups and waiting states appear when the lead is not actionable yet

• Lead View - Each lead gains a richer timeline, thread history, and AI context as conversations continue

Why we work this way

• Fresh priorities - Recommendations are based on recent, relevant activity

• Less noise - You are not flooded with stale leads from old systems

• Fast start - You can begin using Slokoto immediately without a heavy migration project

Tips

• Start with Streak - Select the authoritative Sales pipeline, then connect the matching Gmail account for full message context

• Check connection health - If you see "Needs Attention," reconnect to restore data flow

• Use OAuth when available - It is more secure and handles token refresh automatically

• Keep sources authoritative - Review the source-specific permissions before enabling any write-back workflow

Privacy & security

• Slokoto only reads data unless a feature explicitly requires a write action you trigger

• No outbound message is sent unless you explicitly trigger it or enable a workflow that is allowed to send it

• Credentials are encrypted and never exposed in the interface

• You can disconnect at any time to stop data sharing