Who can do this: Admins. See Roles and permissions in Kaizan.
Works with: HubSpot, Salesforce, Monday.com, Asana, Notion
What each tool does
Tool | Into Kaizan | Out of Kaizan |
HubSpot | Companies become client folders. Contacts become stakeholders. Closed-won deals set the tier and renewal date. | Each meeting goes to the company's timeline in HubSpot, with its summary. |
Salesforce | Accounts become client folders. Contacts become stakeholders, with their contact roles. Closed-won opportunities set the renewal date. | Each meeting goes to Salesforce as an event on the contact and the account, with its summary and attendees. |
Monday.com | Boards, items and updates go into client memory. Kaizan AI then knows the status of your projects. | Meeting summaries post to Monday.com. |
Asana | — | Meeting actions become Asana tasks. When you complete a task in one tool, Kaizan completes it in the other. |
Notion | Rows in a Notion database become client folders. Notion pages go into client memory. | CARE scores and tiers go back to columns in your Notion database. |
For custom integrations, talk to your Kaizan account manager.
Connect a tool
Open the profile menu and select Organisation Settings.
Select Connected apps.
Select the tool, then select + Connect.
Sign in to the tool and allow access. For Notion, also choose the pages and databases to share.
Result: The tool shows as connected.
Note: You need admin access in the other tool too.
Salesforce: install the Kaizan package first
If Salesforce shows "External Client App is not installed in this org", install the Kaizan package before you connect.
Ask your Salesforce admin to open the Kaizan package install page. For a sandbox, change login to test in the address.
Your Salesforce admin installs the package.
Connect Salesforce again in Connected apps.
After you connect: what to expect
Kaizan's team will finish the set-up with you if you're implementing anything custom. Email support@kaizan.ai after you connect with any queries.
How Kaizan keeps your folders clean
Kaizan matches each company to your existing folders by domain, then by name. It does not make a duplicate folder.
Kaizan does not rename a folder that is linked to your CRM. If the name changes in the CRM, Kaizan saves the new name as an alias.
Kaizan does not change the owner or team of a linked folder.
In Salesforce, contact roles sync to Kaizan. A role that you set by hand in Kaizan stays as you set it.