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Integrations overview

Open Integrations in the sidebar. Each card is Connect (OAuth or API key) or a deep link to webhooks.

Aetrix sits at the start of the funnel: bring people in, run outreach here, two-way sync CRM, notify the team, escape-hatch via webhooks. You can still hand warm leads to Instantly / SmartLead / SmartReach / HeyReach if you already send there.

Catalog​

CategoryProducts
CRMHubSpot, Pipedrive, Salesforce, Zoho, Attio, Breakcold
NotifySlack, Telegram
MeetingsCalendly
SourcesGoogle Sheets
SequencersInstantly, SmartLead, SmartReach, HeyReach
AutomateWebhooks, Zapier, Make, Clay
SiteWebsite tracking
EmailDeliverability

How credentials work​

  • OAuth (HubSpot, Pipedrive, Salesforce, Zoho, Attio, Breakcold, Slack, Google Sheets, Calendly) — click Connect and approve in the other product. Your admin must have configured the Aetrix app credentials on the server.
  • API key (Telegram, sequencers) — paste a key in the install drawer. Keys are encrypted per workspace.
  • Webhook (Zapier, Make, Clay, generic Webhook) — copy the Aetrix webhook URL from Integrations → Webhooks.

Triggers​

CRM and notify connections can fire on:

  • Warm lead created
  • Contact enrolled
  • Message sent
  • Reply received
  • Conversion event created

Turn these on in the integration’s configure drawer.