Connect the systems a workflow needs
Use an integration when another system owns availability, customer records, meetings, messages, or downstream automation. Connect only the systems required by the workflow and decide which system owns every field that can be written in both places.Availability varies by product, workspace, country, provider account, and deployment. Settings →
Integrations is the source of truth for what your workspace can connect.
Calendar
Calendar connections provide availability and create bookings. Review the individual guide for sync direction, permissions, and provider-specific limitations.Google Calendar
Google personal and Workspace calendars.
Outlook and Microsoft 365
Outlook.com, Microsoft 365, and supported Exchange accounts.
Apple Calendar
Supported iCloud calendar availability and booking behavior.
Zoho Calendar
Calendar connection for supported Zoho accounts.
ICS feed
Read-only availability from a published ICS feed.
Conferencing
Conferencing integrations can add a meeting link to a supported calendar booking.Google Meet
Create Meet links through a connected Google calendar.
Microsoft Teams
Create Teams links through a supported Microsoft 365 connection.
CRM
CRM behavior depends on the connected provider and configured workflow. Before enabling write-back, document record matching, field ownership, duplicate handling, and recovery.HubSpot
Connect supported HubSpot contacts, workflows, and activity write-back.
Zoho CRM
Connect supported Zoho CRM records and workflow events.
LeadConnector and GoHighLevel
Connect supported LeadConnector locations and record updates.
Messaging and notifications
Customer messaging requires a supported sender, recipient capability, and applicable consent. Slack is an internal notification integration, not a customer conversation channel.iMessage
Configure supported business iMessage conversations.
Configure supported WhatsApp Business messaging.
Verify a sending domain and configure reusable templates.
Telegram
Connect a supported Telegram bot and conversation flow.
Slack
Route supported internal notifications to Slack channels.
Automation and other tools
Zapier
Connect supported triggers and actions to other services.
Google Sheets
Send supported workflow data to a sheet.
Zoho Campaigns
Connect supported campaign events to RevDesk workflows.
Routing forms
Use supported form context in routing decisions.
HIPAA BAA
Review BAA availability and healthcare configuration.
Giphy
Configure supported GIF content on customer-facing surfaces.