Integrations

Keep the CRM your team already knows

Connect your CRM and mail accounts to Lineer. Bring relationship context into agent work and keep the next conversation close to the record.

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Integrations

Connect the tools around the relationship

Connect HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive or Monday.com.

Bidirectional sync Illustration Read and write: records and supported activities flow both ways.

Your CRM

  • Contacts and companies Your connected records
Two-way sync

Lineer

  • Your workspace Use the same data for outreach

CRM connections

Find the setup and capabilities of each CRM connection below.

Mail connections

Keep provider accounts connected to your workspace.

Workspace context

Use the connected records in views, agents and reports.

In your workflow

Record ownership

Keep workspace data separate when working across clients. Connected mailboxes retain their caps and sending windows. Use the API and MCP server for workflows beyond the listed integrations.

Today1 unread

  • Alex Morgan10:32

    Re: Supplier reviews at Northstar

    Thursday would work for us. Could you share how…

Yesterday

  • Sam Lee16:05

    Re: Harbor freight renewal

    Happy to meet next week. Tuesday morning?

  • Jordan Chen11:48

    Delivery schedules at Cedar

    Thanks for reaching out. Our ops lead is…

Supplier reviews at Northstar

Alex Morgan [email protected] 2 messages

Sent by Supplier outreach Open agent

You Hi Alex, I saw Northstar coordinates suppliers across… Yesterday

Alex Morgan to Jamie 10:32 AM

Hi Jamie, we’re reviewing our supplier process this quarter. Thursday would work for us. Could you share how your service works?

Getting started

  1. 01

    Choose your CRM

    Connect HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive or Monday.com.

  2. 02

    Bring the records together

    Use your integration’s configuration to connect the data your team works with.

  3. 03

    Connect the mailbox

    Use Gmail or Outlook for the correspondence around those records.

  4. 04

    Configure the agent

    Choose the audience and available tools before starting outreach.

Find your connection.

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

Book a demo