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

# Integrations Comprehensive Overview

> Connect BuildBetter with your entire tech stack for seamless workflows

BuildBetter integrates with your existing tools to create a unified workflow that captures insights from every conversation and automatically syncs them where they're needed most. From call recording to CRM updates, our integrations ensure no valuable information is lost.

## Integration Categories

<CardGroup cols={2}>
  <Card title="Call Recording" icon="video">
    Automatically capture meetings from Zoom, Teams, Google Meet, and more
  </Card>

  <Card title="Call Importing" icon="download">
    Import existing recordings from Gong, Chorus, Fireflies, and other platforms
  </Card>

  <Card title="CRM Sync" icon="users">
    Two-way sync with Salesforce and HubSpot for complete customer context
  </Card>

  <Card title="Task Management" icon="tasks">
    Create tickets in Jira, Linear, Asana directly from signals
  </Card>

  <Card title="Communication" icon="comments">
    Share insights via Slack, Teams, and email
  </Card>

  <Card title="Documentation" icon="file-alt">
    Export to Notion, Confluence, Google Docs, and Coda
  </Card>

  <Card title="Support Ticketing" icon="ticket">
    Import conversations from Intercom, Zendesk, Kustomer, and Front
  </Card>

  <Card title="Automation" icon="robot">
    Connect 6000+ apps via Zapier for custom workflows
  </Card>
</CardGroup>

## Call Recording Integrations

### Native Recording Bot

BuildBetter's recording bot automatically joins and records your meetings:

<Steps>
  <Step title="Enable Auto-Recording">
    Configure rules for when the bot should join:

    * All calls with external participants
    * Meetings with specific keywords
    * Calls over a certain duration
    * Scheduled recordings only
  </Step>

  <Step title="Customize Bot Appearance">
    * Set a custom bot name
    * Upload your company logo
    * Configure join messages
    * Choose recording indicators
  </Step>

  <Step title="Set Recording Preferences">
    * Video quality settings
    * Audio-only options
    * Automatic transcription
    * Speaker identification
  </Step>
</Steps>

### Platform-Specific Setup

<Tabs>
  <Tab title="Zoom">
    **Setup Requirements**:

    * Admin approval for app installation
    * Recording permissions enabled
    * Cloud recording access (optional)

    **Features**:

    * Automatic bot joining
    * Participant list capture
    * Chat message recording
    * Screen share capture
  </Tab>

  <Tab title="Google Meet">
    **Setup Requirements**:

    * Google Workspace admin consent
    * Calendar access for scheduling
    * Meet recording permissions

    **Features**:

    * Calendar-based auto-join
    * Real-time transcription
    * Automatic speaker labels
    * Meeting artifacts capture
  </Tab>

  <Tab title="Microsoft Teams">
    **Setup Requirements**:

    * Teams admin approval
    * Graph API permissions
    * Recording policy enabled

    **Features**:

    * Teams chat integration
    * Meeting notes sync
    * Participant insights
    * Follow-up task creation
  </Tab>

  <Tab title="Webex">
    **Setup Requirements**:

    * Webex admin authorization
    * Bot user creation
    * Recording permissions

    **Features**:

    * Automatic recording
    * Transcript generation
    * Action item extraction
    * Integration with Webex spaces
  </Tab>
</Tabs>

<Note>
  Recording bots join as participants. Ensure your organization's meeting policies allow bot participants.
</Note>

## Call Importing

Import historical recordings from other platforms:

### Supported Platforms

<AccordionGroup>
  <Accordion title="Gong" icon="upload">
    **Import Process**:

    1. Connect via OAuth
    2. Select date range
    3. Choose specific teams/users
    4. Map custom fields

    **Imported Data**:

    * Call recordings
    * Transcripts
    * Deal associations
    * Participant information
  </Accordion>

  <Accordion title="Chorus.ai" icon="music">
    **Import Process**:

    1. API key authentication
    2. Bulk import options
    3. Incremental sync setup
    4. Metadata mapping

    **Imported Data**:

    * Meeting recordings
    * AI insights
    * Coaching moments
    * Deal intelligence
  </Accordion>

  <Accordion title="Fireflies.ai" icon="fire">
    **Import Process**:

    1. Connect Fireflies account
    2. Select workspaces
    3. Configure sync frequency
    4. Set privacy filters

    **Imported Data**:

    * Transcripts
    * Summary notes
    * Action items
    * Key metrics
  </Accordion>

  <Accordion title="Other Platforms">
    Also supports:

    * Clari Copilot
    * Aircall
    * Zoho Voice
    * Custom imports via API
  </Accordion>
</AccordionGroup>

## CRM Integrations

Keep your CRM updated with insights from every conversation:

### Salesforce Integration

<Tabs>
  <Tab title="Setup">
    1. **OAuth Connection**
       * Admin approval required
       * Select permission sets
       * Choose sync objects

    2. **Field Mapping**
       * Map BuildBetter fields to Salesforce
       * Create custom fields if needed
       * Set up validation rules

    3. **Sync Configuration**
       * Real-time or batch sync
       * Bi-directional updates
       * Conflict resolution rules
  </Tab>

  <Tab title="Features">
    **Automatic Updates**:

    * Contact information sync
    * Deal stage progression
    * Activity logging
    * Meeting notes attachment

    **Signal Integration**:

    * Push signals to opportunities
    * Update lead scores
    * Track competitor mentions
    * Monitor buying signals
  </Tab>

  <Tab title="Use Cases">
    * **Sales Intelligence**: Track deal momentum
    * **Customer Success**: Monitor account health
    * **Support Cases**: Link conversations to tickets
    * **Lead Qualification**: Auto-update lead status
  </Tab>
</Tabs>

### HubSpot Integration

**Key Features**:

* Two-way contact sync
* Deal pipeline updates
* Custom property mapping
* Activity timeline integration

**Setup Process**:

1. Connect via HubSpot OAuth
2. Select sync properties
3. Configure update frequency
4. Test with sample data

<Warning>
  CRM integrations require appropriate permissions in both BuildBetter and your CRM. Contact your CRM admin for access.
</Warning>

## Task Management

Convert insights into actionable tasks:

### Jira Integration

<Steps>
  <Step title="Connect Jira">
    * OAuth authentication
    * Select Jira projects
    * Map issue types
    * Configure permissions
  </Step>

  <Step title="Create Issues">
    * One-click issue creation from signals
    * Automatic field population
    * Link back to source conversation
    * Bulk issue creation
  </Step>

  <Step title="Track Progress">
    * Status sync back to BuildBetter
    * Comment synchronization
    * Attachment handling
    * Resolution tracking
  </Step>
</Steps>

### Linear Integration

**Features**:

* Create issues from action items
* Team and project mapping
* Priority inheritance
* Cycle assignment

### Asana Integration

**Capabilities**:

* Task creation from signals
* Project organization
* Due date setting
* Assignee mapping

## Communication Platforms

### Slack Integration

Share insights where your team collaborates:

<AccordionGroup>
  <Accordion title="Channel Notifications" icon="hashtag">
    * Meeting summary posts
    * Signal alerts
    * Weekly digests
    * Custom notifications
  </Accordion>

  <Accordion title="Direct Messages" icon="user">
    * Personal action items
    * Mention notifications
    * Follow-up reminders
    * Private shares
  </Accordion>

  <Accordion title="Workflow Automation" icon="bolt">
    * Slash commands
    * Interactive buttons
    * Approval workflows
    * Quick actions
  </Accordion>
</AccordionGroup>

### Microsoft Teams

**Integration Points**:

* Teams channel updates
* Personal notifications
* Bot interactions
* File sharing

## Documentation Tools

Export and share insights in your knowledge base:

### Notion Integration

<Tabs>
  <Tab title="Setup">
    1. Connect Notion workspace
    2. Select databases
    3. Configure templates
    4. Set permissions
  </Tab>

  <Tab title="Features">
    * Auto-create meeting notes
    * Update existing pages
    * Database synchronization
    * Template application
  </Tab>

  <Tab title="Use Cases">
    * Meeting documentation
    * Customer feedback database
    * Product requirement docs
    * Team knowledge base
  </Tab>
</Tabs>

### Other Documentation Platforms

**Google Docs**

* Direct document creation
* Folder organization
* Sharing permissions
* Template support

**Confluence**

* Space integration
* Page hierarchies
* Macro support
* Team collaboration

**Coda**

* Doc creation
* Table updates
* Pack integration
* Automation rules

## Support Ticketing

Import customer conversations for analysis:

### Intercom

**Import Capabilities**:

* Conversation history
* Customer attributes
* Tag synchronization
* Team inbox integration

### Zendesk

**Features**:

* Ticket import
* Customer context
* Macro integration
* Satisfaction tracking

### Front

**Integration**:

* Shared inbox sync
* Tag management
* Assignment rules
* Analytics export

## Automation Platform

### Zapier Integration

Connect BuildBetter to 6000+ apps:

<Steps>
  <Step title="Available Triggers">
    * New signal created
    * Meeting completed
    * Document generated
    * Action item identified
  </Step>

  <Step title="Common Actions">
    * Create CRM records
    * Send email notifications
    * Update spreadsheets
    * Post to communication tools
  </Step>

  <Step title="Popular Workflows">
    * Signal → Slack notification
    * Meeting → CRM activity
    * Action item → Project task
    * Document → Knowledge base
  </Step>
</Steps>

<Tip>
  Use Zapier's multi-step Zaps to create complex workflows that span multiple tools.
</Tip>

## API Integration

For custom integrations:

**GraphQL API**

* Full data access
* Real-time subscriptions
* Batch operations
* Custom queries

**Webhooks**

* Event notifications
* Custom endpoints
* Retry logic
* Security headers

**MCP Server**

* AI-powered integrations
* Natural language queries
* Context-aware responses
* Secure access

## Best Practices

<Check>
  **Start Small**: Begin with one integration and expand
</Check>

<Check>
  **Test Thoroughly**: Use sandbox environments when available
</Check>

<Check>
  **Monitor Usage**: Track API limits and sync frequencies
</Check>

<Check>
  **Document Workflows**: Keep records of integration configurations
</Check>

<Check>
  **Regular Reviews**: Audit integrations quarterly for optimization
</Check>

## Troubleshooting

### Common Issues

**Authentication Failures**

* Re-authenticate connections
* Check permission scopes
* Verify API keys
* Review token expiration

**Sync Delays**

* Check sync frequency settings
* Verify webhook delivery
* Review error logs
* Contact support for rate limits

**Data Mismatches**

* Verify field mappings
* Check data transformations
* Review filtering rules
* Validate in both systems

### Getting Help

For integration support:

1. Check integration-specific documentation
2. Review error messages in settings
3. Contact BuildBetter support
4. Consult platform-specific forums

BuildBetter's extensive integration ecosystem ensures your conversation intelligence flows seamlessly into your existing workflows, maximizing the value of every interaction.