Connecting Your Tools to Calima: The Beginner's Guide

Why Connect Your Tools?

Without integrations, we're like a new employee showing up without a briefing. With integrations, we know your business inside and out.

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  Client context: We know who your clients are and what they've purchased
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  Exchange history: We can pick up a conversation where you left off
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  Document access: We can reference your offers, contracts, presentations
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  Direct actions: We can create tasks, send emails, update your CRM

30+ Available Integrations

Here are the main categories of tools you can connect:

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  CRM: HubSpot, Salesforce, Pipedrive
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  Email: Gmail, Outlook
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  Productivity: Notion, Google Drive, Slack
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  Social media: LinkedIn, Instagram
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  Billing: Stripe, QuickBooks

How to Connect a Tool

Follow these simple steps:

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  Go to Settings: In your Calima dashboard, click the gear icon
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  Select Integrations: You'll see a list of all available connectors
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  Choose your tool: Click on the logo of the tool you want to connect
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  Authorize access: Follow the instructions to authorize Calima
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  Configure permissions: Choose which data to share

Tips for Getting Started

Start with the essential integrations: your CRM and email. That's where 80% of useful context lives.

Then add other tools progressively. The more sources you connect, the more relevant we become.