CRM
Connecting HubSpot
The HubSpot integration connects your Katalyz workspace to your HubSpot portal — so rooms, deals, contacts, and activity stay in sync. ⚠️ Requires org role Admin. Before you start You'll need: HubSpot admin access (to authorize the connection) No minimum HubSpot plan tier is required to install the Katalyz app. However, if you want to use workflow triggers and actions, Operations Hub Pro (or above) on the HubSpot side is required. Connect the integration (orgFew readersHubSpot — syncing rooms with deals, companies and contacts
Once HubSpot is connected, a Katalyz room can be linked to a deal, a company, or a contact in HubSpot — syncing fields, timeline events, and tasks in both directions. Linking a room to a HubSpot object A room can be tied to: a Deal — the most common case for an active deal a Company — useful for multi-deal or account-level rooms that span beyond a single deal a Contact — for rooms centered on a single person (referral, customer success, partnership) Two pathsFew readersHubSpot — field mapping & custom objects
This article covers how Katalyz properties map to HubSpot standard properties and custom objects. For the primary field-mapping reference, see CRM field mapping & sync — that's the full admin article. This one focuses on integration-side specifics. HubSpot objects supported Contacts Companies Deals Custom HubSpot objects (if your portal uses them) Tasks **Timeline eventFew readersConnecting Salesforce
Connect your Salesforce org to Katalyz to sync rooms, deals (opportunities), accounts, contacts, and activity. ⚠️ Requires org role Admin. Before you start You'll need: Salesforce admin access (to install and authorize the Katalyz app). A Salesforce org with access to Apex callouts enabled — this is the one hard requirement. Full setup procedure ⚠️ Critical — both sides must use the same email. The Salesforce admin account installing the integration and theSome readersSalesforce — syncing rooms with opportunities, accounts and contacts
Once Salesforce is connected, a Katalyz room can be linked to an opportunity, an account, or a contact in Salesforce — syncing fields, activity, and the linked record automatically. Linking a room to a Salesforce object A room can be tied to: an Opportunity — the most common case for an active deal an Account — useful for multi-year or account-level rooms that span beyond a single opportunity a Contact — for rooms centered on a single person (referral, customeFew readers
Email & calendar
Connecting Google Workspace
The Google Workspace integration unlocks calendar availability for Meeting widgets, email threading, and (on Premium plans) meeting recording via the Katalyz notetaker. ⚠️ Workspace-level connection requires org role Admin. Individual users connect their own Google accounts in Settings → Profile → Connected emails. Two levels of connection Workspace-wide (Admin) — required first The org-level connection must be enabled first. Until an Admin does this, individual users can't cFew readersConnecting Microsoft 365
The Microsoft 365 integration provides the same capabilities as Google Workspace — calendar availability, email threading, and meeting recording — for teams on Microsoft. ⚠️ Workspace-level connection requires org role Admin. Individual users connect their own accounts. Connect the integration Workspace-wide (Admin) — required first The org-level connection must be enabled first. Until an Admin does this, individual users can't connect their own accounts. **Settings → IntegraFew readersSetting up a dedicated email subdomain
By default, Katalyz sends emails from no-reply@katalyz.co. A dedicated email subdomain lets emails come from your own domain instead — e.g. notifications@yourcompany.com — dramatically improving deliverability and trust. ⚠️ Requires org role Admin and access to your company's DNS records (or support from IT). Why set this up Email deliverability is a huge win for sales teams. Without a dedicated subdomain: Emails come from @katalyz.co (a third-party vendor to your buyers)Few readersTroubleshooting email deliverability
If your Katalyz emails aren't reaching recipients consistently, here's the systematic approach. The fastest fix: dedicated subdomain If you haven't set up a dedicated email subdomain yet, that's by far the most impactful fix. See Setting up a dedicated email subdomain. After subdomain is set up If you're still seeing deliverability issues: 1. Verify DNS records are correct Recheck SPF, DKIM, aFew readers
Messaging
Connecting Slack
Connect Slack so Katalyz notifications reach you (and your team) where you're already communicating. ⚠️ Requires org role Admin on the Katalyz side and on the Slack side (a Slack admin must be able to authorize the app in the Slack workspace). Connection procedure The integration is two-way: you have to both enable Slack on the Katalyz side and add Katalyz as an app inside Slack. One step alone isn't enough. 1. On the Katalyz side — enable Slack Go to **SettiFew readersSlack notifications — what you'll receive
Once Slack is connected, you can route Katalyz events to Slack. Here's everything you can get. Event types that can fire Slack notifications Room activity User joined a room User invited others User added a section User logged in Invitations Buyer opened invitation email Comments & mentions You were mentioned Comment on a step or task you're assigned Comment in a room you own Tasks & steps Step / task completed You were assigned to a step / task DFew readersQuieting Slack alerts
Katalyz can notify you about a lot. If Slack is getting too noisy, here's how to turn down the volume. Turn off specific notification types Go to Settings → Notifications. For each event category, uncheck the Slack column for notifications you don't need in Slack. Keep them on for Katalyz in-app or email if you still want to know. High-signal / keep on: You were mentioned A task is late A buyer opened an invitation Step / task completed on a room you own Low-signal / consSome readers
Meeting intelligence
Connecting Claap
Claap is a meeting recording and coaching platform. Connecting Claap to Katalyz lets you embed Claap recordings directly in rooms. ⚠️ Requires org role Admin. Requires an active Claap account. Connection procedure The connection happens in three stages: create an API key and a webhook on the Claap side, then paste the values into Katalyz. 1. On the Claap side — create an API key In Claap, open Personal Settings → API & Webhooks → API tab. Click Create API key.Few readersConnecting Modjo
Modjo is a conversational intelligence platform. Connecting Modjo lets you pull in Modjo-recorded calls and insights into Katalyz rooms. ⚠️ Requires org role Admin. Requires an active Modjo account. Connection procedure The connection happens in two stages: set things up on the Modjo side (API + webhook), then enter the values on the Katalyz side. 1. On the Modjo side Enable the videoconferencing provider your customer uses (Google Meet, Microsoft Teams, etc.). Turn oFew readersConnecting Gong
Gong is an enterprise conversation intelligence platform. Connecting Gong lets you surface Gong-recorded calls inside Katalyz rooms. ⚠️ Requires org role Admin. Requires an active Gong account (typically Enterprise tier). Connection procedure The connection happens in three steps: grab the API key in Gong, paste it into Katalyz, then set up an automation rule in Gong so it fires a webhook to Katalyz on every new call. 1. Get the API key in Gong In Gong, open **API Keys → CreateFew readersEmbedding meeting recordings in rooms
Meeting recordings transform rooms from static proposals into dynamic deal narratives. Buyers can re-listen to demos, reference specific moments, or share with colleagues. Two widgets, two use cases Two Katalyz widgets surface content from your recording / meeting-intelligence tools: Meeting widget — attaches a specific meeting from your calendar (past or upcoming) and automatically surfaces its recording, summary / brief, and transcript. The most natural entry point when your stFew readers
Managing integrations
Disconnecting an integration
If you need to remove or re-authenticate an integration, here's how. ⚠️ Requires org role Admin for workspace-level integrations. Disconnect Go to Settings → Integrations. Find the integration. Click Disconnect. Confirm. The integration is immediately disconnected. Katalyz's OAuth token (or API key) is revoked. What happens when you disconnect CRM (HubSpot, Salesforce) Sync stops immediately Existing data already synced stays in Katalyz New changesFew readersTroubleshooting sync issues
Integrations occasionally stop syncing — OAuth tokens expire, external systems change, network glitches happen. Here's the general playbook. Step 1 — Check integration status Settings → Integrations — look for the integration. Status should show Connected. If it shows Disconnected, Error, or Needs re-authentication — reconnect. Step 2 — Check specific integration pages Only HubSpot and Salesforce have a dedicated settings page, which appears in the left sidFew readers