> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect LinkedIn, Email, CRM, Calendar, and Slack Apps

> Wire up every channel Sally works through — LinkedIn, email mailboxes, your CRM, your calendar, and Slack — from one unified integrations page.

Integrations is where you connect the tools Sally works through. Sally only uses what you connect — everything else stays quiet — so you can wire up one channel today and add the rest whenever you are ready. The page is split into a channel list on the left (each with a live status dot and a short summary) and a detail pane on the right for the channel you have selected.

<Tabs>
  <Tab title="LinkedIn">
    Connect your LinkedIn account so Sally can send connection requests, direct messages, and visit profiles on your behalf. Built-in daily limits keep your account inside LinkedIn's safe-use thresholds, and Sales Navigator is detected automatically when present.

    <Steps>
      <Step title="Open the LinkedIn channel">
        Select **LinkedIn** in the channel list, then click **Connect LinkedIn** in the detail header.
      </Step>

      <Step title="Enter your credentials">
        In the drawer, enter the email address and password for the LinkedIn account Sally should act as. Credentials are encrypted at rest and are never displayed back to you or your team.
      </Step>

      <Step title="Complete any verification">
        Sally signs in on your behalf. If LinkedIn requests a verification code, an authenticator code, or a CAPTCHA, a drawer opens in the app — enter the code or click the CAPTCHA image to resolve it. The progress card updates as each step completes.
      </Step>

      <Step title="Confirm you are connected">
        Once connected, the header switches to **Open LinkedIn** and the **Safe limits** card appears, showing your daily caps for connection invites, direct messages, post comments, and profile views.
      </Step>
    </Steps>

    <Note>
      LinkedIn safe limits reset daily. The caps increase automatically as your account warms up, protecting it from being flagged for unusual activity.
    </Note>

    <Tip>
      Click **Detect Sales Navigator** on the profile card to check whether your account has Sales Navigator. Sally uses it for richer search and export when it is available.
    </Tip>

    <Warning>
      If a sign-in fails, the LinkedIn pane shows the last error and an expandable sign-in log. Correct your credentials and click **Connect LinkedIn** again. Use **Reset session** to clear a stuck session before retrying.
    </Warning>
  </Tab>

  <Tab title="Email">
    Add one or more sending mailboxes so Sally can send email on your behalf. You can connect Google Workspace, Microsoft 365, or any custom SMTP server. Each mailbox gets its own settings, and you can spread sends across multiple mailboxes using rotation.

    <Steps>
      <Step title="Add a mailbox">
        Select **Email** in the channel list, then click **Add mailbox** in the header.
      </Step>

      <Step title="Choose a provider">
        Select **Connect Google**, **Connect Microsoft 365**, or **Custom SMTP**. Google and Microsoft open a sign-in popup — complete it and return to the page. For custom SMTP, enter your host, port, and credentials, then click **Test connection** before confirming.
      </Step>

      <Step title="Review the mailbox table">
        Each connected mailbox appears in the sending mailboxes table with its 7-day sent, reply, and bounce figures. The KPI strip at the top of the panel summarizes total mailboxes, emails sent in the last 7 days, reply rate, and bounce rate across the account.
      </Step>

      <Step title="Tune per-mailbox settings">
        Open a mailbox's **Settings** to mark it as primary, toggle rotation, edit the sender name, or update SMTP configuration. Use **Manage signatures** to assign a master or custom signature to that mailbox.
      </Step>
    </Steps>

    <Warning>
      SPF, DKIM, and DMARC records are required for healthy email deliverability. Click **Domain settings** in the Email channel header to check the authentication status of each sending domain. Failing these checks increases the likelihood of landing in spam.
    </Warning>
  </Tab>

  <Tab title="CRM">
    Connect Salesforce or HubSpot for two-way sync of contacts, companies, leads, and opportunities. Pipedrive, Microsoft Dynamics, and Zoho are listed but not yet available.

    <Steps>
      <Step title="Pick your CRM">
        Select **CRM** in the channel list, then choose your provider tab. Click **Connect** and complete the provider sign-in in the popup that opens.
      </Step>

      <Step title="Map your fields">
        For each object type — Contact, Company, Lead, Opportunity — map Salestools fields to your CRM fields. Required fields such as first name, last name, and email are flagged. The field picker suggests live CRM fields where available.
      </Step>

      <Step title="Review the mapping">
        Click **Sally · explain this mapping** to see field coverage, the purpose of each object, and any required fields that are still unmapped before you rely on the sync.
      </Step>

      <Step title="Configure advanced settings (optional)">
        Click **Advanced settings** to configure sync direction rules, status mapping, activity sync, and attribution.
      </Step>
    </Steps>

    <Note>
      Pipedrive, Microsoft Dynamics, and Zoho show as **Coming soon** tabs. Only Salesforce and HubSpot are available for connection today.
    </Note>
  </Tab>

  <Tab title="Calendar">
    Connect Google Calendar or Microsoft Outlook so Sally can read your free/busy status and book meetings on your behalf. Define the meeting types, video platform, and booking rules Sally uses when scheduling.

    <Steps>
      <Step title="Connect a calendar">
        Select **Calendar** in the channel list and click **Connect** on the Google Calendar or Microsoft Outlook card. Complete the sign-in in the popup, then return to the page.
      </Step>

      <Step title="Pick your meeting link platform">
        Under **Meeting links**, choose **Zoom**, **Microsoft Teams**, or **Google Meet** for the video invites Sally books. Each option becomes available once the corresponding service is connected.
      </Step>

      <Step title="Define meeting types">
        Click **Add meeting type** to create the meetings Sally can book — for example *Intro · 30 min* or *Discovery · 45 min* — each with a duration, host, calendar buffer, and optional qualification rule.
      </Step>

      <Step title="Set booking rules">
        Click **Edit rules** to set the default meeting duration, buffer time before and after each meeting, and the timezone Sally uses when offering slots.
      </Step>
    </Steps>

    <Tip>
      If you connect two calendars, click **Set as primary** to choose which one Sally writes new events to. Working hours are managed in **Settings → Calendar**.
    </Tip>
  </Tab>

  <Tab title="Slack">
    Connect Slack so Sally notifies you in the right channel when a reply needs your attention, a meeting is booked, an automation pauses, or your daily brief is ready. Microsoft Teams support is listed as coming soon.

    <Steps>
      <Step title="Connect your Slack workspace">
        Select **Communication** in the channel list and click **Connect** on the Slack card. Authorize Salestools in the popup, then return to the page.
      </Step>

      <Step title="Route events to channels">
        For each event — **Reply needs you**, **Meeting booked**, **Sally paused itself**, and **Daily brief** — select the Slack channel where Sally should post the notification.
      </Step>

      <Step title="Configure advanced settings">
        Click **Advanced settings** on the Slack card to set per-event channel overrides, enable direct messages for approval events, configure the daily and weekly brief schedule, and set up an admin-only team channel using a Slack Incoming Webhook URL.
      </Step>
    </Steps>

    <Note>
      Microsoft Teams shows a **Coming soon** card on the Communication tab. Only Slack is available for connection today.
    </Note>
  </Tab>
</Tabs>

## API keys and webhooks

To connect Salestools to external tools like Zapier or your own scripts, generate an API key. At the bottom of the channel list, find the **API · webhooks** panel and click **Manage API keys →**. You are taken to **Settings → API keys** where you can create and revoke keys.

## FAQ

<AccordionGroup>
  <Accordion title="Do I have to connect every channel?">
    No. Sally only uses what's connected — the rest stays quiet. Connect one channel to start and add others whenever you like.
  </Accordion>

  <Accordion title="Why does LinkedIn ask for a code or captcha?">
    LinkedIn runs its own security checks when a new sign-in happens. Sally surfaces those checks in a drawer so you can complete them in the moment — enter the verification code, or click the captcha image to solve it. Several rounds may be needed.
  </Accordion>

  <Accordion title="What are LinkedIn safe limits?">
    Sally won't push past the daily caps shown in the Safe limits card (invites, messages, post comments, profile views). The numbers ramp up automatically as your account warms up, which protects your account from being flagged.
  </Accordion>

  <Accordion title="Can I use more than one mailbox?">
    Yes. Add multiple mailboxes and enable rotation so sends are spread across them. Set one as primary, and give each its own sender name and signature.
  </Accordion>

  <Accordion title="My deliverability looks off — where do I check?">
    Open **Domain settings** in the Email channel to review SPF, DKIM and DMARC for your sending domains, and watch the bounce figure in the KPI strip.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="A channel shows 'needs attention'">
    The connection needs re-authentication or has a pending challenge. Open that channel — LinkedIn shows the last error and a sign-in log; calendars show a "Reconnect needed" card. Reconnect to clear it.
  </Accordion>

  <Accordion title="The connect popup didn't open">
    Your browser may have blocked it. Allow popups for Salestools and try **Connect** again. For calendars, if a popup stays blocked the page falls back to opening sign-in in the same tab.
  </Accordion>

  <Accordion title="A meeting type saved but didn't sync">
    Meeting types are cached on your device and synced to the server. If you see a "saved on this device, but couldn't sync" message, your edit is safe locally — reload and try again once you're back online.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="AI Setup" icon="robot" href="/setup/ai-setup">
    Train Sally on your company, ICP, and tone before you launch your first sequence.
  </Card>

  <Card title="Outbound Host" icon="server" href="/setup/outbound-host">
    Spin up Salestools-managed sending domains and mailboxes without touching a registrar.
  </Card>

  <Card title="Notifications" icon="bell" href="/setup/notifications">
    Decide which events ping you and whether they land in-app, by email, or in Slack.
  </Card>

  <Card title="AI SDR Builder" icon="wand-magic-sparkles" href="/ai-agents/ai-sdr-builder">
    Put your connected channels to work inside a fully automated outbound agent.
  </Card>
</CardGroup>