Integrations

A connection is made once, by a workspace owner, and applies to the whole workspace. Individual members do not connect their own accounts; they use the connection the workspace already has.

Open Settings, then Connections. Each of the three shows either Connect or the name of the account it is currently connected to.

Connecting takes you to the other company's sign-in page, where you approve what Onbrief may do. Onbrief never sees the password you type there. Disconnecting is one click on the same page and takes effect immediately; nothing already brought across is removed.

If a connection stops working, the Connections page says which one and why, and the fix is almost always to connect it again with an account that still has access.

The HubSpot connection keeps your client list in step with your CRM, so a client you have already recorded once does not have to be typed again.

Once connected, choose which HubSpot companies should appear in Onbrief. You can bring across everything, or filter by owner, pipeline stage or list. Each company you bring across can become a client space in one click, with its name and its primary contact already filled in.

Contacts attached to those companies are offered as guests when you invite people to the space, so you are picking from a list instead of copying addresses.

The connection reads from HubSpot and does not write back to it. Nothing you do in Onbrief changes a HubSpot record.

Changes in HubSpot appear in Onbrief within a few minutes. If a company was renamed and the client space still shows the old name, the space keeps whatever name you gave it — renaming there is deliberate, because agencies often call a client something shorter than its registered name.

The Slack connection sends notifications into a channel your team already watches, so nobody has to keep a tab open on Onbrief to know that a client answered.

Choose a channel when you connect. Then, per client space, choose what should go to it:

• an approval was answered;
• a guest opened a space for the first time;
• a file was uploaded by a client;
• nothing at all, for the clients you would rather not be pinged about.

Notifications go to the channel, not to individual people, and they carry a link back to the exact update or approval. Nothing a client sees is changed by this connection: it is one-way, out of Onbrief and into Slack.

The Google connection does two things.

Files. Attach a file from Google Drive to an update or to the files area without downloading it first. Onbrief stores a copy at the moment you attach it, so a client who opens it next month sees what you sent rather than what the document has become since.

Calendar. Put a client's key dates on a shared calendar that both your team and the client's guests can see from inside the space. Dates added in Onbrief appear on the calendar; dates added on the calendar appear in the space.

The connection asks for access to the Drive files you pick and to the one calendar you choose. It does not read the rest of your Drive and it does not read your mail.