Connections

Two-way exchange with the portal: companies, contacts, deals and their stages.

Company names, tax ids, deal amounts and stages, contacts (emails and phones are reduced to a stable key on write).

A one-off or regular upload when there is no CRM, or an export is simply easier.

Companies and contacts, any columns; the mapping is remembered between uploads.

The same exchange as Bitrix24, over OAuth.

Companies, contacts, deals.

Needs an application registered on the platform side. Connected on request; until then the base is uploaded as an export.

Visits and actions on your site feed into an account's engagement.

Page address, event (visit, download, repeat session), visitor identifier.

The same behaviour stream, taken from a Metrica counter you already run.

Visits and goals from LogsAPI.

The server-side exchange is written; there is no connect form in the app yet.

Sending playbook emails and delivery events: delivered, opened, clicked, bounced, unsubscribed.

Recipient address, message body, delivery events.

Replies land in your own mailbox rather than at the sending provider; the platform reads them and matches them to the touch.

Headers and bodies of incoming mail in the chosen folder.

An SMS step in a playbook and its delivery events.

Recipient phone, message text, delivery events.

Requires setup on the platform side.

Daily tax id checks and small-business registry data for the companies in your base: liquidation, bankruptcy and status changes show up without a manual re-check.

The company tax id goes to the tax service; nothing else is sent.

Extended company records beyond what the tax service returns: address, activity codes, director.

Legal entity tax id.

Not being adopted: company status comes straight from the tax service, free of charge.

Exporting a segment into an ad account as an audience.

Anonymised contact keys of the segment.

The export is written but needs marketing consent, which the platform does not collect yet.

Card payment for the subscription.

Amount, payment purpose, payer identifier.

Merchant keys are not connected. Invoices are issued manually on request for now.

Email drafts, an account brief, a segment described in words.

Anonymised segment and company features; personal data never reaches the request.

There are no provider keys in production, and the AI features say so plainly instead of inventing an answer.