Integrations
Integrations Overview
Connect Waveline to a contact service, CRM, Slack, an AI assistant, or an automation tool. Each connection has its own access and capabilities; connecting one service does not give it every type of access.
Find integrations
Open Settings → Integrations in the web app. Select Add integration, then choose the service you want to connect.
Available setup options depend on the Waveline environment and your permissions. If a provider is unavailable or an assistant shows Listing unavailable, contact Waveline support.
Choose a connection
| Service | What the connection supports |
|---|---|
| HubSpot, Pipedrive, Salesforce, Zoho CRM, Attio, HighLevel, Clio, Jobber | Import contacts and optionally log eligible calls and messages |
| Clover, Google Contacts | Import contacts |
| Slack | Post call and message notifications to the connected channel |
| ChatGPT, Claude | Use information and perform permitted actions through your Waveline account |
| API and automation connections | Use the access and actions supported by the selected connection |
Contact imports are one-way into Waveline. Edit provider-owned contact details in the connected service; you can add notes in Waveline. See Sync Contacts with a Connected Service.
Slack sends notifications rather than importing contacts. See Slack Notifications.
AI assistants use your current Waveline permissions and the permissions granted to their connection. See AI Integration Access and Messaging.
Manual setup entries, including Grok, Make, Pipedream, and Clay when available, are not native contact-sync connections. Follow the selected setup panel and its supported authorization flow.
Review access before connecting
For a contact service or Slack connection, choose only the inboxes it needs. Entire workspace is available only to workspace Owners. Members can connect their own personal inbox and shared inboxes where they have the Manager role. Owners and Admins have additional choices within their permitted access. See Connection scope for contact services, or Slack scope and notifications.
For an AI assistant, review the signed-in Waveline account and each requested permission. Read-only access is selected by default. Optional changes, message sending, saved reply suggestions, inbox settings, and background monitoring are separate permissions.
Manage a connection
Open the connection under Settings → Integrations to inspect its status and available controls. Reconnect when requested. Before removing a connection, read its confirmation: removing a contact-sync integration also removes its imported contacts from the Waveline directory, while removing Slack stops future notifications.
A Personal connection depends on its owner remaining active and retaining access to its selected inboxes. A Company connection continues independently of its installer, but management actions still depend on its scope. Only an Owner can configure an entire-workspace connection.
Removing a connection does not undo actions it has already completed, such as a sent message or an existing Slack post.
Troubleshooting
A service says it has not been enabled
If the setup panel says the service has not been enabled for this Waveline environment, you cannot continue to that service. Contact Waveline support and name the service.
The account is already connected in this workspace
Each external account connects once per workspace, and each Slack channel connects once. Use the existing integration or ask an Owner or Admin to manage it. You can connect a different account or channel.
A connection shows Reconnect needed, Needs attention, or Paused
Open the connection and follow its status message. Reconnect renews authorization and keeps the same scope. Updating the scope or an activity setting resumes a paused connection and retries eligible failed work. For more information, see Check sync and reconnect.
An integration is no longer available to me
If Waveline says the integration is unavailable or you no longer have access to it, the connection may have been removed or your access may have changed. Ask an Owner or Admin to review it under Settings → Integrations.