Integrations
Connect your team's tools
Use integrations to make approved team data available to Ventos and, where supported, let it take actions in the tools your team already uses.
Choose an integration
Section titled “Choose an integration”Choose the tool where your team keeps customer relationships, files, email, or work tracking. Its guide explains what Ventos can see, who makes changes, and which setup steps apply to you.
Understand the two setup roles
Section titled “Understand the two setup roles”An organization administrator first selects and authorizes the data source that Ventos can use. Some integrations also ask each team member to connect their own account before Ventos can act as that person.
- Administrator setup — done once in Settings › Integrations. It makes the integration available and defines the data or workspace Ventos may use.
- Team-member setup — done in Settings › Personal Integrations only when the integration needs Ventos to act as an individual user. It becomes available after administrator setup.
Check whether you need a personal connection
Section titled “Check whether you need a personal connection”| Integration | Administrator setup | Team-member setup |
|---|---|---|
| Attio | Connect the workspace | Yes — for actions as you |
| Affinity | Add an API key | No |
| HubSpot | Connect the portal | Yes — for actions as you |
| Monday.com | Add an API token | Yes — for actions as you |
| Google Drive | Select indexed Drive folders | No personal Google connection today |
| Google Workspace | Set allowed domains and calendar writing | Yes — for your mail and calendar |
| Microsoft 365 | Connect the organization tenant | Yes — for your mail and calendar |
| OneDrive & SharePoint | Select indexed folders or libraries | Yes — required to save files as you |
| Slack | Install the Ventos Slack app | Yes — to link your Slack identity |
| ZenZap | Connect the ZenZap workspace | No — members are matched by email address |
LinkedIn research needs no connection at all.
Disconnect an integration
Section titled “Disconnect an integration”Click the trash icon (or Manage) on the relevant card in Settings › Integrations or Settings › Personal Integrations.
Next steps
Section titled “Next steps”- Knowledge base — how connected data becomes searchable