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Integrations

Every conversation, where your team works.

Floe sends each qualifying conversation to your CRM and your team’s channel, opens your calendar inside the conversation, and works with your analytics, your support team and your AI tools.

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All integrations

Pick what you use.

CRM

HubSpot

Qualifying conversations as notes on the prospect's contact, with an optional deal.

Floe for HubSpot →

CRM

Salesforce

Qualifying conversations as tasks on the prospect's contact, with an optional opportunity.

Floe for Salesforce →

Team alerts

Slack

A recap of every qualifying conversation in the channel you choose.

Floe for Slack →

Team alerts

Microsoft Teams

A recap card for every qualifying conversation in your Teams channel.

Floe for Microsoft Teams →

Booking

Calendly and Cal.com

Your Calendly or Cal.com page, opened inside the conversation.

Floe for Calendly and Cal.com →

Analytics

Factors

Agent conversations and demos as events in your Factors account.

Floe for Factors →

Support hand-off

Periskope

WhatsApp tickets for your team when a support user needs a person.

Floe for Periskope →

AI tools

AI tools (MCP)

Ask Claude, ChatGPT or Cursor about your demos and edit your agent.

Floe for AI tools (MCP) →
Also

Works with these too.

  • Recap emails. A summary for the prospect who shared their email, and an internal recap to the AE address you set. Nothing to connect.
  • Schedule Hero. Your link opens inside the conversation. Bookings through it aren’t counted in Floe.
  • Leadrat. Qualifying conversations your contact policy releases become Leadrat leads, with the recap in their notes.
  • Any other scheduler. Add its link, and it opens from the conversation in a new tab.
Integrations docs →
FAQ

Questions. Ask Floe.

Do we need a CRM to use Floe?
No. Recaps go to email, Slack or Microsoft Teams without one, and every conversation is in your Floe dashboard.
Which conversations reach our tools?
A finished demo, or a website conversation that produced an email, a phone number or real buying intent. A page view or a generic question on its own sends nothing. Your CRM gets the ones whose email your contact policy accepts.
Do we need engineering to connect these?
Most connect from the dashboard. WhatsApp hand-off needs your server to sign each user, and AI tools connect from the tool itself.
Who can connect an integration?
Owners and admins, from Site → Integrations; members can see the settings but not change them. Anyone can connect their own AI tool, with access limited to their role.
Can we see whether a recap was delivered?
Yes. The delivery log shows each recap and CRM write, whether it went through, and why when one didn't.

Plug Floe into the stack you have.

Talk to us about your CRM, your channels and your calendar.

Talk to us