Connect your tools

Open Settings → Integrations to see the available connections.

Connect a source

1. Choose the tool you want to connect.
2. Sign in to the correct work account and complete the permissions steps.
3. If prompted, choose which records or workspace Cenara should use.

If you use several accounts with the same provider, check the account shown during sign-in. For example, connecting a personal inbox will not give Cenara the customer conversations stored in your work inbox.

Choose what to connect first

Start with your CRM and work email. You can add meeting tools and other sources as you need them.

Your CRM provides account and deal information. Email and meeting sources add context from customer conversations. Connecting both gives Cenara more information to work with.

Before adding another source, identify what is missing. If you need account and deal details, check your CRM connection. If you need context from a conversation, check the email or meeting source that contains it.

Check connection health

The integrations page also shows connection health. If a tool needs attention, follow the instructions shown beside it.

If you are unsure which connection to use, contact support with the tool’s name and the information you want to bring into Cenara.