Integrations

Connect the CRM or recruiting system you already use, so meetings get context about customers and candidates and meeting notes go back.

Company settings › Integrations connects Brigg to the CRM and recruiting systems your company already uses. Once connected, the agent finds the right customer or candidate for a meeting, brings their details into the meeting brief, and can send the meeting notes back to the right record over there.

Company settings › Integrations, with HubSpot connected
Company settings › Integrations, with HubSpot connected

The systems you can connect

  • HubSpot and SuperOffice — CRM: contacts, companies and meeting notes.
  • Teamtailor, Recman and Ponty — recruiting: candidates, jobs or assignments, and interview notes.

All of them are provided by Brigg.

Connected integrations

The top of the page lists what is connected, with a status:

  • Active — the integration is in use.
  • Preview — connected, but nothing changes in either system until you activate it.
  • Paused — temporarily not in use.
  • Needs attention — something went wrong, for example a key that no longer works. Open Details to see what.

Details opens the integration's settings. See An integration's details. The refresh button next to the heading updates the statuses.

Connecting a system

Under Add an integration, press Connect next to the system. Admin

  1. Name in Brigg — what the integration is called in meetings and agent replies. Useful if you connect several accounts.
  2. Then either sign in with the provider — you go to its own page, approve the connection and come back — or paste the API key it gives you. The provider's own settings, if it has any, are shown in the same dialog.
  3. The integration then checks that it can reach the system and starts synchronising.

Keys are encrypted and never shared with the agent. A system that is already connected is not offered again.

Who can do what

Integrations apply to the whole workspace. Every member sees which integrations are connected; only owners and administrators connect, change or disconnect them.