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. Using the Katalyz workflow actions needs a HubSpot plan that includes workflows — a Professional or Enterprise tier of Marketing Hub, Sales Hub, Service HuSome readers

• HubSpot — 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 readers

• HubSpot — 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 The link is set in the room's Data panel — the layers icon in the left rail of the editor, not to be confused with the Settings panel, which only holds General (Dealroom Title, Dealroom Owner), Localization and Access Settings. The panel offers two linking fields, at theSome readers

• Katalyz actions in HubSpot workflows

  The Katalyz app adds five custom actions to HubSpot workflows, so a deal moving through your pipeline can create a room, invite the buying committee, post a message, or hand a contact a magic link — without anyone opening Katalyz. Before you start The HubSpot integration has to be connected at the org level. See Connecting HubSpot. A HubSpot plan that includes workflows. Workflows need a **Professional or EnterprisFew readers

• Working from HubSpot: the Katalyz card

  Most reps live in the CRM, not in Katalyz. That's what the Katalyz card is for: it shows the rooms, recordings and signatures attached to a deal, company or contact — and lets you create, share and send without leaving HubSpot. Putting the card on your record pages Installing the app makes the **KataFew readers

• Salesforce — 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

• Moving to the new Katalyz app for HubSpot

  Katalyz has rebuilt its HubSpot app. The new version brings the Katalyz card, the workflow actions and the sync onto a newer HubSpot platform — and the move is designed so that nothing you already rely on stops working. This article explains what happens during the switch and the one thing worth knowing before you plan around it. ⚠️ Requires org role Admin on the Katalyz side, and HubSpot admin access to authorize the new app. What the move is The new app is a *separate HubSpot appFew readers

• Connecting 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 readers

Email & calendar

• Connecting Google Workspace

  The Google Workspace integration unlocks calendar availability for Meeting widgets, email threading, and — with the Katalyz Recording module — 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, iFew readers

• Connecting 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 readers

• Troubleshooting 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, aSome readers

• Setting up a dedicated email subdomain

  By default, Katalyz sends notifications from "Katalyz" no-reply@mail.katalyz.co. A dedicated sending domain lets those emails come from your own domain instead — e.g. rooms.yourcompany.com — which improves deliverability and trust. Setup is self-serve from Settings → Workspace → Email delivery. ⚠️ Requires org role Admin and access to your company's DNS records (or support from IT). Included in the Core plan. Why set this up Without a dedicated domain: Emails come fFew 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 readers

• Slack 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 Settings → Notifications groups every event into six categories. Each row has three checkboxes — App, Email and Slack — so you decide per event which channels it reaches. Dealroom Activity Someone joined a dealroom you are in Someone invited other people to your dealroom Someone added a new section Someone logged into yourFew readers

• Quieting 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. Every event sits in a table with three checkbox columns — App, Email and Slack. Uncheck the Slack box for anything you don't need there, and keep App or Email ticked if you still want to know. High-signal / keep on: Someone mentioned you A task to which you are assigned turned late SomeSome readers

Enrichment

• How enrichment credits work

  Enrichment is included in the Core plan and draws on your workspace's shared credit balance. What a lookup costs The cost depends on what the lookup returns — an email address, a phone number, or a company record — so enriching a contact that comes back with both an email and a phone costs more than one that returns an email alone. Rates are set on your plan rather than in this article, because they change. To see the current ones, open *Settings → Workspace → Plan & Billing → AI CreditsFew 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.Some readers

• Connecting 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 oSome readers

• Connecting 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 → CreateSome readers

• Embedding 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. Every recording — whichever tool captured it — lives on the Meetings page, and from there (or from Home) it's one click into a room. The Meetings page — one place for all your recordings Open Meetings from the left sidebar. The page has two panels: My recordings (left) — every recording Katalyz knows about,Few readers

Media

• Embedding YouTube videos

  YouTube videos can be embedded in any Katalyz room via the Video widget. No special integration required — just paste the URL. Embed a YouTube video Open a room section. Drag the Video widget from the floating build bar at the bottom of the editor onto your page. Paste the YouTube URL. Save. The video embeds inline with standard YouTube playback controls. Supported URL formats https://www.youtube.com/watch?v=XXX https://youtu.be/XXX `https://www.youtube.cFew 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's card. A connected one carries a green check badge in its top corner. Click Delete (the button on a connected card; a disconnected one reads Activate). Confirm. The integration is immediately disconnected. Katalyz's OAuth token (or API key) is revoked. What hapSome readers

• Troubleshooting 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's card. A connected one carries a green check badge and its button reads Delete; a disconnected one has no badge and reads Activate. If the badge is missing when it shouldn't be, activate the integration again. Step 2 — Check specific integration pSome readers