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Connect Dapta to the tools your business already runs on — CRMs, email, spreadsheets, chat and your own API.

An integration is a connection between Dapta and something you already use. Once it is connected, your agents and your flows can read from it and write to it: look up a record mid-call, drop a qualified lead into your CRM, append a row to a sheet, send the email, post to the channel.

You connect each tool once, in Settings → OAuth or through the integration's own setup, and every agent and flow in the workspace can use it from then on.

What you can connect

HubSpot

CRM — contacts, deals and pipelines.

Salesforce

CRM — accounts, leads and opportunities.

Zoho

CRM — contacts and deals.

Gmail

Email — send and read from your Google account.

Microsoft Outlook

Email and calendar from your Microsoft account.

SMTP

Email — send through any SMTP server you own.

Google Sheets

Spreadsheets — read rows and append them.

Microsoft Excel

Spreadsheets — read and write workbooks.

Notion

Docs and databases — pages and records.

Slack

Chat — post to a channel.

Meta Ads Conversions

Advertising — send conversions back to Meta.

Your own webhook

Anything else with an HTTP endpoint.

Missing an integration you need? A webhook or a Flow Studio API node can reach any service with an HTTP endpoint.

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Where integrations get used

• Inside an agent — an action that looks something up or books something while the conversation is still happening.

• Inside a flow — a node that runs after a call or on a schedule.

• Inside a Text Agent — CRM Pipeline Sync moves the deal to the right stage on its own.

Setting one up

Most integrations follow the same shape: authorize Dapta from the tool's side, paste the credential into Dapta, give it a name, and pick it wherever you need it. The pages above cover the specifics, including the ones that need a private app or an API token rather than a sign-in.

HubSpot Private App Setup