> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Connect Thread with your existing tools to automate workflows and eliminate data silos

## Available Integrations

Thread connects with your essential tools to streamline customer onboarding:

<CardGroup cols={3}>
  <Card title="HubSpot" icon="hubspot" href="/integrations/hubspot">
    Auto-create accounts from deals, sync CRM data
  </Card>

  <Card title="Salesforce" icon="cloud" href="/integrations/salesforce">
    Trigger workflows from opportunity stages
  </Card>

  <Card title="Slack" icon="slack" href="/integrations/slack">
    Send notifications to customer channels
  </Card>

  <Card title="Notion" icon="n" href="/integrations/notion">
    Trigger accounts from database updates
  </Card>

  <Card title="Google Workspace" icon="google" href="/integrations/google-workspace">
    Access calendar and documents
  </Card>

  <Card title="Microsoft 365" icon="microsoft" href="/integrations/microsoft">
    Calendar integration and email sending
  </Card>

  <Card title="Gong" icon="phone" href="/integrations/gong">
    Access call recordings for handoff context
  </Card>

  <Card title="Zoom" icon="video" href="/integrations/zoom">
    Schedule and track meetings (coming soon)
  </Card>
</CardGroup>

***

## Why Connect Integrations?

### 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

### Common Workflows

<AccordionGroup>
  <Accordion title="HubSpot: Auto-Create Accounts">
    Deal moves to "Closed Won" → Thread auto-creates account → Handoff email sent to AE → CSM receives assignment
  </Accordion>

  <Accordion title="Slack: Customer Updates">
    Milestone completed → Thread posts Slack message to customer channel → Customer team sees progress → Engagement tracked
  </Accordion>

  <Accordion title="Notion: Ops to CS Handoff">
    Ops adds customer to Notion → Thread creates account → Template applied → Onboarding begins
  </Accordion>

  <Accordion title="Google: Calendar Sync">
    Customer books kickoff → Thread syncs with Google Calendar → Reminders sent → Post-meeting actions triggered
  </Accordion>
</AccordionGroup>

***

## How Integrations Work

### OAuth Flow

All integrations use secure OAuth 2.0:

<Steps>
  <Step title="Click Connect">
    Navigate to **Connectors** → Select integration → Click **"Connect"**
  </Step>

  <Step title="Authorize Access">
    Redirected to provider (HubSpot, Slack, etc.) → Login → Grant permissions → Redirect back to Thread
  </Step>

  <Step title="Token Stored">
    Thread receives access token → Encrypted and stored in Supabase Vault → Only UUID reference in database
  </Step>

  <Step title="Integration Active">
    Green checkmark shows connected → Test integration → Start using in actions
  </Step>
</Steps>

### 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

<Info>
  Thread uses encryption at rest for all OAuth tokens. Even Thread engineers can't see your actual tokens.
</Info>

***

## Integration Capabilities

| Integration    | Workflow Triggers | Two-Way Sync | Send Notifications | Calendar Access | Sales Intelligence |
| -------------- | ----------------- | ------------ | ------------------ | --------------- | ------------------ |
| **HubSpot**    | ✅                 | ✅            | ❌                  | ❌               | ❌                  |
| **Salesforce** | ✅                 | ✅            | ❌                  | ❌               | ❌                  |
| **Slack**      | ❌                 | ❌            | ✅                  | ❌               | ❌                  |
| **Notion**     | ✅                 | ❌            | ❌                  | ❌               | ❌                  |
| **Google**     | ❌                 | ❌            | ❌                  | ✅               | ❌                  |
| **Microsoft**  | ❌                 | ❌            | ✅                  | ✅               | ❌                  |
| **Gong**       | ❌                 | ❌            | ❌                  | ❌               | ✅                  |
| **Zoom**       | ❌                 | ❌            | ❌                  | ✅ (soon)        | ❌                  |

***

## Getting Started

### First Integration to Connect

**Recommended order:**

<Steps>
  <Step title="1. HubSpot (If Using CRM)">
    Connect first if you track deals in HubSpot. Enables auto-account creation and eliminates manual data entry.

    [Setup Guide →](/integrations/hubspot)
  </Step>

  <Step title="2. Slack (If Using Customer Channels)">
    Connect if you have shared Slack channels with customers. Enables automated updates and celebration messages.

    [Setup Guide →](/integrations/slack)
  </Step>

  <Step title="3. Google Workspace (If Using Gmail/Calendar)">
    Connect for calendar integration and document access (coming soon).

    [Setup Guide →](/integrations/google-workspace)
  </Step>

  <Step title="4. Notion (If Using for Ops)">
    Connect if ops team uses Notion to track new customers.

    [Setup Guide →](/integrations/notion)
  </Step>
</Steps>

<Tip>
  You don't need to connect all integrations! Start with the one that saves you the most time, then add others as needed.
</Tip>

***

## Managing Integrations

### Viewing Connected Integrations

Navigate to **Connectors** to see:

* ✅ **Connected** (green checkmark)
* ⚪ **Available** (not connected)
* ⚠️ **Error** (needs reconnection)

### Disconnecting Integrations

To disconnect:

1. Navigate to **Connectors**
2. Find connected integration
3. Click **"Disconnect"**
4. Confirm action

<Warning>
  Disconnecting removes stored tokens and stops all automation. Actions using this integration will fail until reconnected.
</Warning>

### Troubleshooting Connection Issues

<AccordionGroup>
  <Accordion title="'Permission Denied' Error">
    **Cause:** Didn't grant all requested permissions during OAuth

    **Solution:** Disconnect and reconnect, granting all permissions
  </Accordion>

  <Accordion title="'Token Expired' Error">
    **Cause:** Refresh token invalid or provider revoked access

    **Solution:** Disconnect and reconnect to get new tokens
  </Accordion>

  <Accordion title="Integration Shows 'Error' Status">
    **Cause:** API rate limits, network issues, or provider outage

    **Solution:** Check provider status page, wait and retry
  </Accordion>
</AccordionGroup>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Test After Connecting" icon="flask">
    Always test integration with dummy data before using in production
  </Card>

  <Card title="Monitor Usage" icon="chart-line">
    Check integration logs periodically for errors or issues
  </Card>

  <Card title="Keep Permissions Minimal" icon="shield">
    Only grant permissions Thread actually needs
  </Card>

  <Card title="Document Workflows" icon="book">
    Write down which integrations power which workflows
  </Card>
</CardGroup>

***

## Integration Guides

<CardGroup cols={2}>
  <Card title="HubSpot" icon="hubspot" href="/integrations/hubspot">
    CRM integration for auto-account creation
  </Card>

  <Card title="Salesforce" icon="cloud" href="/integrations/salesforce">
    CRM integration with opportunity triggers
  </Card>

  <Card title="Slack" icon="slack" href="/integrations/slack">
    Send notifications to customer channels
  </Card>

  <Card title="Notion" icon="n" href="/integrations/notion">
    Trigger accounts from database updates
  </Card>

  <Card title="Google Workspace" icon="google" href="/integrations/google-workspace">
    Calendar and document access
  </Card>

  <Card title="Microsoft 365" icon="microsoft" href="/integrations/microsoft">
    Calendar and email integration
  </Card>

  <Card title="Gong" icon="phone" href="/integrations/gong">
    Call recordings and sales intelligence
  </Card>

  <Card title="Zoom" icon="video" href="/integrations/zoom">
    Meeting scheduling (coming soon)
  </Card>
</CardGroup>