• In the sidebar, click Settings → Integrations (formerly labeled Connected Accounts — the rename ships with this redesign).
• The hero at the top shows totals: how many integrations are connected, how many are available, and how many are reporting errors. Click a tile to filter the grid to that status.
• Use the search box to filter by name, description, or category. Combine search with one or more category pills (Automation, Calling & SMS, etc.) to narrow further. Filters are reflected in the URL, so you can share a filtered view with a teammate.
• Deep-link to a specific integration with ?integration=<id> (e.g. /settings/integrations?integration=docusign) — the drawer opens on page load.

Every catalog card carries an installation scope— visible in the drawer's header subtitle:

• Per-user integrations(4 entries) bind to your personal OAuth token. Each seat connects their own — there's no shared org-level credential. The drawer renders the connect / disconnect / sync UI inline so you never leave the hub. The per-user catalog is: Google Workspace, Microsoft 365, Google Drive (piggybacks on the Google Workspace token), and OneDrive (piggybacks on Microsoft 365).
• Org-wide integrations(28 entries) are organization-level. One admin connects, and every seat sees the integration as “Connected” on the hub. Examples: Mailchimp, Twilio, DocuSign, QuickBooks, Slack, Zapier, Calendly. Connecting one of these is gated by the integrations.connect permission.

• Connected (green dot) — the integration is active and syncing.
• Available (no badge) — the integration is in the catalog but not yet set up.
• Error (amber dot) — Laureo last hit an error talking to the provider. The drawer shows the last error message; reconnecting usually clears it.
• Beta — the integration is shipping in preview. It works, but expect rough edges.
• Coming Soon (grayed) — on the roadmap, not yet wired up. Cards in this state are non-clickable.

For per-user integrations (Google Workspace, Microsoft 365, Google Drive, OneDrive) the Disconnect button is built into the drawer — confirm the action and the connection ends immediately. Already-synced data (email metadata, calendar event metadata, linked-file references) is purged from Laureo, but your actual emails, calendar, and files stay on the provider side.

For org-wide integrations the drawer hands off to the per-provider settings page via the Manage advanced settings →link — that's where the disconnect / remove-credentials button lives. Each provider has its own cleanup nuances (e.g., DocuSign tears down envelope webhooks, Slack stops broadcasts but keeps the channel mapping for one re-connection cycle).

• integrations.connect — gates the Connectbutton on org-wide cards. Without it, the button is disabled and a tooltip explains you need to ask an admin. Per-user cards (Google Workspace, Microsoft 365, Drive, OneDrive) bypass this — each seat can always connect their own account.
• integrations.configure — gates the Manage advanced settings → link and the Disconnectbutton on org-wide cards. Required to change credentials, webhook secrets, field mappings, or to disconnect an org-wide integration.
• messaging.send_sms / messaging.send_voice / messaging.send_whatsapp — per-seat permission to actually useTwilio / WhatsApp for outbound messaging on entity pages. Connecting Twilio is a one-time admin action; sending happens under each seat's messaging permission.
• documents.send — per-seat permission to send an envelope through DocuSign or PandaDoc.
• sync.trigger— per-seat permission to fire the manual “Sync now” button on the per-provider settings pages.

What syncs

• Gmail — Send, sync, archive, trash, and reply from the CRM. Email threads are linked to contact and company records automatically. Sync is real-time via push notifications — new mail typically appears in the CRM within seconds of arriving in your Gmail inbox.
• Google Calendar — Two-way sync of events with attendees and reminders. Activities scheduled in the CRM appear on your Google Calendar and vice versa.
• Google Drive — Browse and attach files using Google's native file picker. The CRM only sees the specific files you choose.
• Google Meet — Auto-link Meet transcripts and recordings to CRM activity records (requires the Meet recording scope granted at connect time).

What syncs

• Outlook Mail — real-time push sync via Microsoft Graph subscriptions on /me/messages. Send, archive, trash, reply.
• Outlook Calendar — two-way sync with delta queries, lifecycle webhooks for self-healing.
• Outlook Contacts — bidirectional contact sync with auto-import to People.
• Microsoft To Do — opt-in bidirectional task sync.
• Microsoft Teams — generate Teams join links on calendar invites (business accounts only — personal Microsoft accounts can't use the standalone Teams API).
• OneDrive — browse and link files to CRM records.
• SharePoint — browse and link site documents (requires tenant admin consent).
• Out-of-Office — surface OOF replies on contact panels.

Microsoft Teams channel broadcasts (Deal Won, New Lead, etc.) are configured separately on the Microsoft Teams integration card — see below.

Configure a Slack incoming webhook or a Microsoft Teams workflow URL on the corresponding integration card, then toggle on the events your team wants broadcast. Ten CRM event types are supported:

• Deal Won — a deal is marked as won
• Deal Lost — a deal is marked as lost
• Pipeline Stage Change — a deal advances or retreats
• New Lead — a lead enters the CRM
• New Contact — a person record is created
• Task Overdue — a task passes its due date unresolved
• Ticket Created — a new support ticket is filed
• Invoice Paid — an invoice payment is recorded
• Quote Accepted — a customer accepts a quote
• Meeting Scheduled — a meeting activity is created

The WordPress integration is configured under a dedicated settings page at Settings > Integrations > WordPress. Each WordPress site you want to track registers separately and receives its own tracking key + HMAC secret. Events are signed on your WordPress server with an HMAC secret that never leaves the server — visitors cannot read it from page source.

See WordPress integration for the full step-by-step registration and plugin install guide.

Configure domain verification to improve email deliverability and establish trust with email providers. The following DNS records must be configured:

• SPF — Sender Policy Framework — authorizes Laureo to send emails on behalf of your domain.
• DKIM — DomainKeys Identified Mail — adds a digital signature to outgoing emails for authentication.
• DMARC — Domain-based Message Authentication, Reporting, and Conformance — tells receiving servers how to handle unauthenticated emails.