How Integrations Work
Understand how Teammates.ai connects to your existing business tools — integration tiers, authentication methods, sync types, and scoping.
Overview
Teammates.ai integrates with your existing business tools so Raya, Adam, and Sara work inside the systems your team already uses. All integrations follow a common pattern: navigate to the teammate's Integrations panel in the Dashboard, find the integration card, toggle it ON, enter your credentials in the modal that appears, and the connection establishes automatically. Conversations, tickets, leads, and candidate data sync to one unified platform — no duplicate data entry, no tab-switching.
Integration Tiers
Integrations are organized into three tiers based on availability and plan requirements. Standard integrations are available on all plans. Enterprise integrations require the Enterprise plan. Extended integrations are powered by Composio and MCP and can be enabled by contacting support.
| Tier | Availability | Integrations |
|---|---|---|
| Standard (toggle = ON) | All plans | Gmail, Freshdesk, Slack, HubSpot, Calendly, Workable, Zapier |
| Enterprise (visible, locked) | Enterprise plan | Salesforce, Zendesk, Google Calendar, Intercom, Zoho CRM, Greenhouse, Lever |
| Extended (via Composio / MCP) | Contact support to enable | Shopify, WooCommerce, Notion, Confluence, Google Drive, Dropbox, Airtable, Google Sheets, Microsoft Teams, Mailchimp |
Integration Scopes
Each integration is either org-scoped (shared across all teammates in your organization) or employee-scoped (configured per individual teammate). Org-scoped integrations connect once and apply to everyone. Employee-scoped integrations are configured separately for each teammate instance.
| Scope | Behavior | Integrations |
|---|---|---|
| Org-scoped | Shared across all teammates in your organization | Freshdesk, Zendesk, HubSpot, Shopify, Notion, Airtable |
| Employee-scoped | Configured per individual teammate | Gmail, Slack, Google Calendar, Calendly, Outlook |
Authentication Methods
Teammates.ai uses three authentication methods depending on the integration. Most integrations authenticate via OAuth through Composio. Some use direct API keys entered in the integration modal. A few use native authentication with custom OAuth flows or private app tokens.
| Method | How It Works | Integrations |
|---|---|---|
| OAuth (via Composio) | Click "Connect," sign in to the third-party service, and grant permissions. Token managed automatically. | Salesforce, Zoho CRM, Google Calendar, Slack, Shopify, and most Extended-tier integrations |
| API Key | Enter your subdomain and API key directly in the integration modal. No OAuth redirect. | Freshdesk, Zendesk, Workable |
| Native | Custom authentication built specifically for the integration. Handles token refresh and scopes internally. | Gmail (custom Google OAuth), HubSpot (Private App tokens) |
Sync Types
Data flows between Teammates.ai and your connected tools in one of three directions. Understanding sync types helps you know what data moves where and when.
| Sync Type | Direction | Examples |
|---|---|---|
| Inbound | External tool → Teammates.ai | Freshdesk tickets arrive in Raya's inbox. Intercom conversation history imported for context. |
| Outbound | Teammates.ai → External tool | Adam logs call notes to HubSpot. Raya creates escalation tickets in Freshdesk. |
| Bi-directional | Both ways (↻) | Freshdesk ticket status updates sync both ways. HubSpot contact changes flow to Teammates.ai and vice versa. |
Common Issues
Most integration issues fall into three categories: expired tokens, sync failures, and credential errors. Here is how to resolve each.
| Issue | Cause | Solution |
|---|---|---|
| Expired token | OAuth or API token has expired or been revoked | Re-authorize the integration from the Integrations panel. Click the integration card and follow the OAuth flow again. |
| Sync failure | Network issue or temporary API outage on the third-party side | Teammates.ai retries automatically. You receive a Dashboard notification if the failure persists. Check the integration status indicator. |
| Credential error | API key or subdomain entered incorrectly | Open the integration modal, clear existing credentials, and re-enter them. For subdomain fields, enter only the subdomain (not the full URL). |
Frequently Asked Questions
Do integrations cost credits?
Can I connect multiple CRMs?
What happens to my data if I disconnect an integration?
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