Integrations Overview

Connect your business tools to unlock TractionDesk's full potential

Integrations Overview

TractionDesk becomes exponentially more powerful when connected to your existing business tools and data sources. Integrations allow the AI to access real information about your business—website analytics, CRM contacts, revenue data, email accounts—and use that context to make intelligent decisions, personalize content, and automate workflows that span multiple systems. Instead of manually copying data between tools or making decisions based on incomplete information, connected integrations give the AI a complete view of your business so it can act autonomously and effectively.

All TractionDesk integrations use secure OAuth authentication flows, meaning you never provide passwords or API keys directly to TractionDesk. Instead, you authorize access through the official authentication interface of each service (Google, HubSpot, etc.), and TractionDesk receives a limited-scope access token that can only perform the specific actions you've authorized. You can revoke access at any time through either the service's settings or TractionDesk's Integrations page, immediately disconnecting the integration.

Available Integrations

TractionDesk currently supports five major integrations, each unlocking different capabilities:

HubSpot CRM allows the Voice AI Agent to query your contacts, import contact lists, and understand your customer base. When HubSpot is connected, you can ask questions like "How many leads do I have?" or "Who are my top customers?" and the AI will access your CRM to answer. HubSpot integration also enables targeted campaigns—you can create campaigns specifically for certain contact segments and potentially trigger email outreach through your CRM (depending on your plan tier).

Google Analytics connects your website analytics so the AI can answer questions about traffic, user behavior, acquisition channels, and engagement metrics. With Analytics connected, you can ask "What's my website traffic this month?" or "Where is my traffic coming from?" and receive real-time answers. This data also informs campaign strategy—the AI can analyze which content types drive the most traffic and suggest campaigns that double down on what's working.

Gmail enables the Voice AI Agent to send emails on your behalf. Connect Gmail and you can use voice commands like "Send an email to [contact] about our new feature" and the AI will draft and send the message. Gmail integration is essential for email outreach campaigns and nurture sequences that TractionDesk can execute as campaign deliverables.

X (Twitter) allows direct posting of AI-generated copy to your Twitter account. Create tweets in TractionDesk, review them, then post with one click. This streamlines social media workflows by keeping content creation and distribution in one platform. The integration handles Twitter's 280-character limit automatically and supports media attachment.

Stripe connects your payment and revenue data, allowing the AI to answer questions about monthly recurring revenue, customer count, payment analytics, and subscription trends. This integration is particularly valuable for SaaS businesses that want to correlate marketing activities with revenue outcomes.

Connecting Integrations

To connect an integration, navigate to Settings → Integrations in your dashboard. You'll see cards for each available integration showing connection status. Click "Connect" next to the integration you want to add, and you'll be redirected to that service's official OAuth authorization page. Review the permissions being requested (TractionDesk only requests the minimum necessary scopes), then click "Authorize" or "Allow."

After authorization, you're redirected back to TractionDesk where you'll see a success message and the integration status changes to "Connected." Some integrations (like HubSpot or Google Analytics) may take a few moments to sync initial data. Once connected, the integration is immediately available to the Voice AI Agent and can be used in campaigns or automation workflows.

If you ever need to disconnect an integration, return to Settings → Integrations and click "Disconnect" next to the connected service. This revokes TractionDesk's access tokens and the integration stops working immediately. Your data within TractionDesk (like previously imported contacts or cached analytics) remains available, but no new data syncs from the disconnected service.

Integration Security and Privacy

TractionDesk takes integration security seriously. All data transmitted between TractionDesk and integrated services uses encrypted HTTPS connections. Access tokens are stored encrypted in the database and never exposed in logs or user interfaces. API calls to integrated services include only the minimum data necessary for the requested operation—for example, when importing HubSpot contacts, TractionDesk only requests contact fields, not your entire CRM database.

Your integrated data is isolated by organization—team members within your organization can benefit from shared integrations (everyone sees the same Google Analytics data), but integrations and data never leak across different organizations on the platform. TractionDesk employees cannot access your integrated data without explicit permission and have no reason to do so—our support team troubleshoots integration issues using logs and metadata, not your actual business data.

Integration Permissions and Scopes

Each integration requests specific OAuth scopes that define what data TractionDesk can access:

HubSpot: Read access to contacts and account information. Write access for contact creation (if enabled).

Google Analytics: Read-only access to analytics data. Cannot modify your Analytics configuration.

Gmail: Send email on your behalf. Read access to email metadata (for thread tracking). Cannot read your inbox contents.

X/Twitter: Post tweets and media. Read basic account info. Cannot access direct messages or followers.

Stripe: Read access to customers, subscriptions, and payment analytics. Cannot process payments or modify Stripe data.

These scopes are deliberately limited to what's necessary for TractionDesk's features. If an integration asks for permissions that seem overly broad, contact support—it may indicate a configuration issue.

Maximizing Integration Value

Connect Early: The sooner you connect integrations, the more data TractionDesk accumulates for context. Historical analytics inform better campaign decisions. Established CRM connections enable more sophisticated contact targeting.

Use in Voice Commands: Integrations shine when combined with the Voice AI Agent. "How's our website performing?" (Analytics), "Who are our newest customers?" (Stripe), and "Email our top 10 leads" (Gmail + HubSpot) become trivially easy.

Enable Data-Driven Campaigns: With analytics and CRM connected, campaigns can be targeted and measured. Create campaigns for specific audience segments, track which content drives the most traffic, and correlate marketing activities with business outcomes.

Automate Cross-Tool Workflows: Integrations enable workflows that span multiple systems. For example: research competitors → generate differentiating copy → create supporting images → email to top leads from HubSpot. Each step uses a different integration or capability, but TractionDesk orchestrates them seamlessly.

Troubleshooting Integrations

If an integration stops working, the most common cause is token expiration. OAuth tokens typically last 1-7 days before requiring renewal. TractionDesk attempts to refresh tokens automatically, but sometimes manual reconnection is needed. Simply click "Disconnect" then "Connect" again to reauthorize.

Check integration status regularly in Settings → Integrations. Green "Connected" indicators mean everything is working. Yellow or red status indicators suggest issues that need attention. Click on an integration card to see detailed status, last sync time, and any error messages.

Some integrations have rate limits imposed by the service provider (e.g., Google Analytics allows X requests per day). If you hit rate limits, you'll see error messages indicating the limit has been reached. Wait for the limit to reset (usually 24 hours) before the integration resumes normal operation. Enterprise plans on some services offer higher rate limits.