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Integrations
Understand integrations for CRM for Sales Pipeline.
- Business connections
- Mailbox and calendarin and out
- Quote acceptancein and out
- Commercial handoffout
- Connection records
- ConfigurationIntegrationConnections · in and out
- ReconciliationIntegrationEvents · in and out
- Agents
- Your agentWorks within the permissions you assign
Business connections
- Mailbox and calendar. Connect authorized personal mailboxes, retain provider message identifiers and share only deliberately matched business context.
- Quote acceptance. Retain uploaded acceptance evidence or a verified response from the configured signing service.
- Commercial handoff. Publish an accepted deal to the intended fulfillment or billing system using a durable request reference; local Won status does not post accounting entries.
Connection records
- Configuration. IntegrationConnections retains provider identity, enabled state and secret references.
- Reconciliation. IntegrationEvents retains command and provider correlation, including failed or unknown outcomes.
How connections are governed
service accounts, audit, pausingAdmin configures scoped credentials and authenticates callbacks. Keep imports and outgoing actions disabled until mappings are reviewed and representative results reconcile. Duplicate events do not repeat a business action. An unresolved provider response remains open instead of being presented as success.
The API is one more client of the same interface. Agent and automation →
# Example work after configuration
› Summarize opportunities with no next activity in my territory.
› Prepare the quote evidence for the manager’s pending decision.
› Explain the accepted close value and any linked reopening.