Every customer touchpoint, connected
Connect the tools your revenue teams already use. Every team works from the same customer context.RevCycle connects the tools your Marketing, Sales and Customer Success teams already use, so every team works from the same customer context.
Native, not stitched together
Every integration is first-party. No middleware, no sync jobs to babysit.
Meetings
RevCycle joins from your calendar, or captures audio directly with no bot in the room. Every call comes back as a summary, action items, and CRM updates.
ZoomCapture every meeting, with or without the bot.
Google MeetJoins from Google Calendar automatically.
Microsoft TeamsFull capture across Teams meetings and calls.
CRM
Two-way. RevCycle writes stages, fields, and next steps after every call, and reads deal history so the agent answers with full context.
PipedriveStages, fields, and notes written after every call.
HubSpotMatches calls to the right deal; writes the summary and field updates.
Zoho CRMSame deal matching and field updates, in Zoho.
Monday CRMSummaries and action items on the matching board item.
JiraMatches calls to the right Jira issue and writes the summary to it.
SoonSalesforceThe same matching and updates for Salesforce deals.
Email and calendar
Threads become deal context, replies get logged, and drafted follow-ups land in your outbox in your own voice.
GmailFollow-up drafts and logged threads.
Outlook MailSame drafts and logging, on Microsoft 365.
Google CalendarKnows which calls to join, and who's coming.
- Outlook Calendar
Same auto-join and prep notes for Outlook meetings.
Files
Meeting notes saved to your Drive, and the team's shared docs synced so the agent answers from them.
Your DriveSaves summaries and transcripts; attach Drive files to follow-ups.
- Company docs
Chosen folders sync to Documents for the whole team.
Collaboration
Recaps land where the team already talks, and internal deal chatter flows back into the record.
SlackRecaps in channel; ask the agent from Slack.
- Microsoft Teams
Recaps and agent answers in Teams chat.
Meetings
Every call captured and summarized, bot or no bot.
- Zoom
- Google Meet
- Microsoft Teams
CRM
Two-way sync: fields written after every call, history read for context.
- Pipedrive
- HubSpot
- Zoho CRM
- Monday CRM
- Jira
- SalesforceSoon
Email and calendar
Threads logged, follow-ups drafted in your voice.
- Gmail
- Outlook Mail
- Google Calendar
- Outlook Calendar
Files
Notes saved to your Drive, shared docs synced for the agent.
- Your Drive
- Company docs
Collaboration
Recaps in channel, deal chatter back into the record.
- Slack
- Microsoft Teams
Don't see your stack? Tell us what's missing and we'll tell you when it ships.
- OAuth 2.0 only, no passwords stored
- Least-privilege scopes by default
- Revoke any connection in one click
Your whole revenue stack, one record
Connect your CRM, calendar, inbox and docs in minutes. Every deal, renewal and handoff stays current on its own.