Integrations: Files, Proposals, Tasks and Calendar Links
Saved-record integrations reach the finish line: OneDrive copies chosen files into Files, PandaDoc drafts reviewed proposals that send only when you say, Pipedrive deal events start workflows, and Asana and ClickUp task changes can start a reviewed workflow.
- Client meetings add Google, Outlook and ICS calendar links in the portal and iOS app
- Klaviyo enrollment respects existing consent, and Mailchimp unsubscribes update suppression
- Every integration card gets a switch, and pausing keeps the saved connection
