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Available Integrations

Thread connects with your essential tools to streamline customer onboarding:

HubSpot

Auto-create accounts from deals, sync CRM data

Salesforce

Trigger workflows from opportunity stages

Slack

Send notifications to customer channels

Notion

Trigger accounts from database updates

Google Workspace

Access calendar and documents

Microsoft 365

Calendar integration and email sending

Gong

Access call recordings for handoff context

Zoom

Schedule and track meetings (coming soon)

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Why Connect Integrations?

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Eliminate Manual Work

Without integrations:
  • Copy data from CRM to Thread manually
  • Send Slack updates manually
  • Switch between 5+ tools
  • Data gets stale or out of sync
With integrations:
  • Accounts auto-create from CRM
  • Notifications sent automatically
  • Data stays in sync
  • Work from one platform

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Common Workflows

Deal moves to “Closed Won” → Thread auto-creates account → Handoff email sent to AE → CSM receives assignment
Milestone completed → Thread posts Slack message to customer channel → Customer team sees progress → Engagement tracked
Ops adds customer to Notion → Thread creates account → Template applied → Onboarding begins
Customer books kickoff → Thread syncs with Google Calendar → Reminders sent → Post-meeting actions triggered

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How Integrations Work

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OAuth Flow

All integrations use secure OAuth 2.0:
1

Click Connect

Navigate to Connectors → Select integration → Click “Connect”
2

Authorize Access

Redirected to provider (HubSpot, Slack, etc.) → Login → Grant permissions → Redirect back to Thread
3

Token Stored

Thread receives access token → Encrypted and stored in Supabase Vault → Only UUID reference in database
4

Integration Active

Green checkmark shows connected → Test integration → Start using in actions
[SCREENSHOT: Integrations page showing connected and available integrations] Caption: Connect integrations from the Connectors page

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Token Security

How Thread keeps tokens secure:
  • ✅ Encrypted in Supabase Vault
  • ✅ Only UUID stored in database
  • ✅ Tokens never exposed in logs
  • ✅ Automatic refresh handling
  • ✅ Revokable at any time
Thread uses encryption at rest for all OAuth tokens. Even Thread engineers can’t see your actual tokens.

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Integration Capabilities

IntegrationWorkflow TriggersTwo-Way SyncSend NotificationsCalendar AccessSales Intelligence
HubSpot✅✅❌❌❌
Salesforce✅✅❌❌❌
Slack❌❌✅❌❌
Notion✅❌❌❌❌
Google❌❌❌✅❌
Microsoft❌❌✅✅❌
Gong❌❌❌❌✅
Zoom❌❌❌✅ (soon)❌

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Getting Started

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First Integration to Connect

Recommended order:
1

1. HubSpot (If Using CRM)

Connect first if you track deals in HubSpot. Enables auto-account creation and eliminates manual data entry.Setup Guide →
2

2. Slack (If Using Customer Channels)

Connect if you have shared Slack channels with customers. Enables automated updates and celebration messages.Setup Guide →
3

3. Google Workspace (If Using Gmail/Calendar)

Connect for calendar integration and document access (coming soon).Setup Guide →
4

4. Notion (If Using for Ops)

Connect if ops team uses Notion to track new customers.Setup Guide →
You don’t need to connect all integrations! Start with the one that saves you the most time, then add others as needed.

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Managing Integrations

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Viewing Connected Integrations

Navigate to Connectors to see:
  • ✅ Connected (green checkmark)
  • ⚪ Available (not connected)
  • ⚠️ Error (needs reconnection)
[SCREENSHOT: Connectors page]

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Disconnecting Integrations

To disconnect:
  1. Navigate to Connectors
  2. Find connected integration
  3. Click “Disconnect”
  4. Confirm action
Disconnecting removes stored tokens and stops all automation. Actions using this integration will fail until reconnected.

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Troubleshooting Connection Issues

Cause: Didn’t grant all requested permissions during OAuthSolution: Disconnect and reconnect, granting all permissions
Cause: Refresh token invalid or provider revoked accessSolution: Disconnect and reconnect to get new tokens
Cause: API rate limits, network issues, or provider outageSolution: Check provider status page, wait and retry

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Best Practices

Test After Connecting

Always test integration with dummy data before using in production

Monitor Usage

Check integration logs periodically for errors or issues

Keep Permissions Minimal

Only grant permissions Thread actually needs

Document Workflows

Write down which integrations power which workflows

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Integration Guides

HubSpot

CRM integration for auto-account creation

Salesforce

CRM integration with opportunity triggers

Slack

Send notifications to customer channels

Notion

Trigger accounts from database updates

Google Workspace

Calendar and document access

Microsoft 365

Calendar and email integration

Gong

Call recordings and sales intelligence

Zoom

Meeting scheduling (coming soon)