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Integrations

Overview​

The Integrations page is where you connect Attive to your external business systems. By linking data sources like CRMs, call recorders, data warehouses, and communication platforms, Attive can pull in your go-to-market data to power its semantic graph and AI-driven insights.

Each integration is called a connector—a live connection between Attive and an external service. Once connected, Attive automatically syncs data from that service into your workspace's data layer.

Usage​

General usage​

  1. Navigate to Integrations from the workspace sidebar
  2. Browse available services organized by category
  3. Click Connect on the service you want to add
  4. Complete the authentication flow (OAuth or API key, depending on the service)
  5. Once connected, the service appears in your Connected Services section

In-depth usage​

Connecting a new service​

Attive supports two types of authentication flows:

  • OAuth: For services like Salesforce, HubSpot, and Gong. Clicking "Connect" opens a popup where you authorize Attive to access your account. No credentials are stored directly—Attive uses secure tokens.

  • API Key / Credentials: For services like Jiminny, BigQuery, and Snowflake. A dialog prompts you to enter your API key or database credentials. These are securely stored in a secret manager.

After successful authentication, Attive creates the connector and begins syncing data in the background.

Managing connected services​

Each connected service card displays:

  • Connection status: Shows whether the connector is Connected, Syncing, Broken, or Incomplete
  • Last sync time: When data was last pulled from the service
  • Connected by: Who set up the integration
  • Permissions: Whether Attive has read-only or read-write access

You can:

  • Access settings (for services that support it, like Slack)
  • Delete the connector to remove the integration and its synced data

Configuring Slack settings​

Slack has advanced configuration options for routing messages to AI agents:

  • Plain Mode: Messages are handled without agent context, using configurable tools (Graph Access, Web Search, Code Execution)
  • Auto Match: Automatically routes messages to the most suitable agent from an allowed list
  • Single Agent: All messages go to one specific agent

You can also create channel-specific mappings to override the default behavior for individual Slack channels.

Examples​

Example 1: Connecting Salesforce

  1. Click Connect on the Salesforce card
  2. A popup opens to Salesforce's login page
  3. Log in and authorize Attive
  4. The popup closes and Salesforce appears in Connected Services
  5. Attive begins syncing your Salesforce objects (Accounts, Contacts, Opportunities, etc.)

Example 2: Connecting BigQuery

  1. Click Connect on the BigQuery card
  2. A dialog opens asking for your Google Cloud service account credentials
  3. Paste your service account JSON key
  4. Click Connect to save credentials securely
  5. Attive validates the connection and begins syncing your data warehouse tables

Example 3: Setting up Slack for auto-matching

  1. Connect Slack via OAuth
  2. Click the Settings icon on the Slack connector
  3. Select Auto Match and check the agents you want available
  4. Optionally, add channel mappings (e.g., #sales → Sales Agent)
  5. Save your settings

Features​

FeatureWhat it does
Connected ServicesDisplays all active integrations with status, sync info, and quick actions
Available ServicesShows services you can connect, grouped by category
OAuth AuthenticationSecure token-based connection for supported services
API Key AuthenticationCredential-based connection for data warehouses and some call recorders
Connection StatusReal-time status indicators (Connected, Syncing, Broken, Incomplete)
Automatic SyncBackground data synchronization after connection
Category OrganizationServices grouped by type: CRM, Call Recording, Data Warehouse, Analytics, Communication
Permission LevelsClear indication of read-only vs. read-write access
Connector DeletionRemove integrations and associated data with confirmation
Slack Agent RoutingConfigure how Slack messages are matched to AI agents
Channel MappingsOverride default agent matching for specific Slack channels
Periodic Status RefreshConnection status updates automatically every 10 seconds

Supported Integrations​

CRM​

  • Salesforce — Leading CRM for sales, marketing, and customer service (read-write)
  • HubSpot — CRM platform for sales, marketing, and customer service (read-write)

Call Recording​

  • Gong — Revenue intelligence with call recording and analysis (read-only)
  • Avoma — AI-powered meeting assistant and conversation intelligence (read-only)
  • Jiminny — Sales conversation analytics and coaching (read-only)
  • Fathom — AI meeting assistant for note-taking and follow-ups (read-only)
  • Dialpad — Cloud-based phone system for calls (read-only)

Data Warehouse​

  • Google BigQuery — Serverless data warehouse for analytics (read-only)
  • Amazon Redshift — Cloud data warehouse for BI (read-only)
  • Snowflake — Cloud data platform for data warehousing (read-only)

Analytics​

  • Google Analytics — Web analytics for tracking traffic and behavior (read-only)

Communication​

  • Slack — Team communication and collaboration (read-write, with advanced settings)