Integrations

Connectors

Every supported integration, OAuth setup, and what data each connector syncs.

What it is

Connectors link an outside account — Salesforce, Gmail, Outlook, LinkedIn, Facebook, Instagram or WhatsApp — to your organization via OAuth. Everything is scoped per brand: a connection made under one brand isn't visible to another.

8

Live connector types

4

Categories

0

Background sync jobs

Connecting

Every provider follows the same pattern: TradeEximOS asks the provider for an authorization URL, you approve access on the provider's own consent screen, and the provider redirects you back with a success or error message. Salesforce additionally stores its own Connected App credentials per connection; Gmail and Outlook read their client credentials from platform configuration, not from your connection.

What each one actually does

Salesforce
Gmail / Outlook
LinkedIn / Facebook / Instagram
Direction
Inbound
Inbound
Outbound only
How data moves
Manual "Sync" from Leads import
Manual per-opportunity sync
You publish a post
Used for
Pulling leads/contacts/opportunities into your CRM
Feeding Sales AI interaction analysis
Scheduled social publishing

Status is derived, not a fixed list

Most connectors don't have a single "status" field — whether one is healthy is worked out from whether it's active, whether its last check succeeded, and whether its access token has expired. Only the platform's own sending-domain setup has a real status enum (pending/verified/failed).
Screenshot pending — Salesforce connector detail page with Test Connection button
A connector's detail page — connect, test, and disconnect.

What's not live yet

Twitter, HubSpot, SAP, Google Analytics and the OpenAI/Anthropic/Google AI model connectors exist as configuration options but are marked "Coming Soon" — connecting one isn't possible from the UI today.

Related

New to connectors? Start with the guide.