Link Salesforce, Gmail, Outlook or LinkedIn to TradeEximOS.
Connect your first integration
1
Open Connectors and pick one
Integrations are grouped into four categories — Email & Messaging, Social Media, CRM & Business, and Analytics. Salesforce, Gmail, Outlook, LinkedIn, Facebook, Instagram and WhatsApp are live today; a few others show as "Coming Soon."
2
Click Connect and authorize
You’re redirected to the provider’s own sign-in and consent screen. Approve access, and the provider sends you back to TradeEximOS.
3
Confirm the connection
You land back on the connector’s page with a success message. Where supported (Salesforce), use "Test Connection" to double-check it before relying on it.
4
Trigger the sync yourself
Nothing pulls data in the background. Use the relevant action where you need it — a Sync button on the Leads import screen for Salesforce, an email-sync action on a Sales opportunity for Gmail/Outlook, or just publish a post for social accounts.
Nothing syncs on its own
Every connector here is manual/on-demand — there is no background polling job pulling in new records. If data looks stale, that's expected; trigger the sync action again.
Screenshot pending — Connectors dashboard grouped into four categories
The Connectors dashboard, grouped by category.
Want the full detail?
See the Connectors doc for exactly what each integration can and can't do.