Connect your communication channels to Slokoto so it can read your conversations, understand context, and keep your AI-led CRM up to date automatically.
What it does
The Integrations page is where you connect your email, phone, chat, and marketing channels to Slokoto. Once connected, Slokoto:
- Reads your conversations - Understands what is being said between you and your prospects
- Updates your CRM automatically - Creates leads, updates records, and manages stage movement from real interactions
- 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 integrations as Slokoto's communication layer. Instead of you manually updating CRM records, Slokoto reads your actual conversations and keeps the CRM, pipeline, and action state aligned automatically.
How to use it
Browsing available integrations
- Click Integrations in the sidebar
- Browse integrations by category:
- Email - Gmail, Outlook, Yahoo
- Chat & Support - Gorgias, Zendesk, Freshdesk
- Phone & SMS - CallTrackingMetrics, Aircall, Twilio
- Marketing - Klaviyo, Mailchimp
- Custom - REST API, Webhooks (build your own integrations)
- 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 setup flow
- Grant the requested permissions
- 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 - 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:
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
- 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:
That guide shows:
- how to create the Shopify app
- which Admin API scopes Slokoto requires
- where to copy the
Client IDandClient Secret - where to paste the
Store domain,Client ID, andClient Secretin Slokoto - how to use
Previous Client Secretduring secret rotation - how returning customers and historical purchases behave after Shopify is connected
CallTrackingMetrics (CTM) setup
CallTrackingMetrics uses CTM-side routing plus Slokoto-side rep mapping and monitoring.
Use the dedicated guide here:
That guide shows:
- how to tag sales-qualified inbound calls in CTM
- where to find the CTM
Account ID,Access Key, andSecret Key - how to connect CTM in Slokoto
- how to configure CTM webhooks for real-time delivery
- how to sync CTM reps and review matched and unmatched users
- how monitored numbers and routing rules affect inbound calls, missed calls, texts, and outbound activity
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, such as an email reply or inbound call |
| 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 |
| Recovery sync | The background safety-net sync that catches anything missed |
| Pipeline | Your AI-managed CRM view of active deals |
| Todo | The prioritized action layer reps use day to day |
| Upcoming | Scheduled follow-ups and waiting states that are not actionable yet |
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 emails, calls, and messages from now on will be captured
- Historical data from before the connection is generally not imported unless a specific backfill exists
Your views populate over time
- CRM / Pipeline - Leads and stage state begin to appear as Slokoto observes real activity
- 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 Gmail - It gives Slokoto the fastest real-time signal loop
- 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
- Add more channels - The more signals Slokoto sees, the richer and more accurate your CRM becomes
Privacy & security
- Slokoto only reads data unless a feature explicitly requires a write action you trigger
- No outbound email or SMS 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