Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). If you bought a CluGTM AppSumo lifetime deal, your features, limits, and pricing are different. See the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: Everything connects from Integrations in the sidebar with each card’s + button. HubSpot, Salesforce and Attio are one connection per organization (Pro and Enterprise), with writes going one way from CluGTM to your CRM. Lemlist is push-only. Slack, Teams, Outreach, Salesloft, Instantly, Trellus, Google Sheets, Docs and Calendar, Airtable, Notion, Fathom, Gong and Fireflies are Pro features. 6sense works on every plan. MCP works on Starter and above and on every AppSumo tier. Pushing from the web app is free; API and MCP syncs cost 0.2 credits per lead.
Integrations overview
CluGTM connects to the CRM, sequencer, chat, document, meeting and intent tools your team already uses. Open Integrations from the sidebar (or Settings → Connections → Integrations) to see what is connected and link something new.
The Integrations page
The page has three tabs and a link:
| Tab | What it holds |
|---|---|
| Integrations | Every app connection (the sections below) |
| Browser Extension | Install and set up the Chrome extension. See Chrome extension |
| MCP (Beta) | Connect CluGTM to Claude. See MCP |
| Mailboxes (link) | Opens Settings → Mailboxes, where you connect the Gmail, Outlook and LinkedIn accounts your Sequences send from |
The Integrations tab has a Find integration… search box and these sections, top to bottom. A section only shows when it has cards for your workspace.
| Section | Cards |
|---|---|
| Active connections | Every card you have set up, whatever its kind, including ones that need a reconnect |
| Communication | Clu in Slack, Microsoft Teams (channels for agent notifications) and Clu in Teams |
| CRM integrations | Salesforce, HubSpot, Attio and Lemlist. The Salesforce card has a Sandbox checkbox |
| Sales engagement | Salesloft, Outreach, Instantly and Trellus (shown when your plan includes agents) |
| Workspace | Each member’s own Google Calendar, Google Sheets, Google Docs and Airtable |
| Knowledge | Fireflies, Fathom, Gong and Notion |
| Sales intelligence | 6sense and 6sense for Clu |
At the bottom, Need a custom integration? has a Request Integration button that books a call so you can tell us what you need.
Card states:
- Not connected: click the card’s + button to connect.
- Connected: a green Connected pill and a ⋯ menu. For a CRM the menu has Settings (Attio’s reads Users), API docs and Disconnect; other cards have the options that apply, such as Disconnect.
- Reconnect needed: the connection dropped. Click Reconnect and approve access again.
- Pro: your plan doesn’t include it. The Pro pill opens the upgrade flow. When CRMs are locked, the CRM integrations heading shows the Pro pill too.
You can also jump straight to any card: press ⌘K, type the tool’s name (for example “HubSpot”) and pick it.
Every integration at a glance
| Integration | Section | What it does | Who connects | Scope | Plan |
|---|---|---|---|---|---|
| HubSpot | CRM integrations | Sync contacts and companies, import lists, look up records, CRM filters in Find People | Any member on an eligible plan; settings need an org admin | One per organization | Pro, Enterprise, Pro trial |
| Salesforce | CRM integrations | Same as HubSpot, plus Leads and sandbox support | Same as HubSpot | One per organization | Pro, Enterprise, Pro trial |
| Attio | CRM integrations | Push people from a list, CRM steps and triggers in plays, the Qualification skill’s CRM check, Clu reads | Any member on an eligible plan | One per organization | Pro, Enterprise, Pro trial |
| Lemlist | CRM integrations | Push leads into Lemlist campaigns (push only); an Add to sequence target | Any member on an eligible plan | One per organization | Pro, Enterprise, Pro trial |
| Clu in Slack | Communication | Talk to Clu in Slack | Org admin | One Slack workspace per organization | Pro, Enterprise, Pro trial |
| Clu in Teams | Communication | Talk to Clu in Microsoft Teams | Org admin connects; each member links their Teams account | One Teams organization per workspace | Pro, Enterprise, Pro trial |
| Microsoft Teams | Communication | Post agent notifications to a Teams channel | Org admin | Channels shared by the organization | Pro, Enterprise, Pro trial |
| Salesloft, Outreach, Instantly | Sales engagement | Add people to cadences, sequences or campaigns from a play’s Add to sequence step | Org admin | One per organization | Pro, Enterprise, Pro trial |
| Trellus | Sales engagement | Outside dialer: CluGTM keeps a Trellus calling list filled with your open call tasks | Org admin | One per organization | Pro, Enterprise, Pro trial |
| Google Sheets | Workspace | Import a sheet into a list, have Clu export a list, agent steps and triggers | Each member | Your own account | Pro, Enterprise, Pro trial |
| Google Docs | Workspace | Clu saves write-ups as Docs, agent steps, Docs as knowledge | Each member | Your own account | Pro, Enterprise, Pro trial |
| Google Calendar | Workspace | Agents read meetings for briefs and follow-ups (read only) | Each member | Your own account | Pro, Enterprise, Pro trial |
| Airtable | Workspace | Clu exports a list to a new table in a base you choose | Each member | Your own account | Pro, Enterprise, Pro trial |
| Notion | Knowledge | Shared pages sync into Knowledge; agent steps and triggers | Any member (one connection) | One per organization | Pro, Enterprise, Pro trial |
| Fathom | Knowledge | Meeting summaries and action items sync into Knowledge | Any member (one connection) | One per organization | Pro, Enterprise, Pro trial |
| Gong | Knowledge | Call briefs, key points and next steps sync into Knowledge; call-recorded trigger and call-notes step | Any member (one connection); a Gong technical admin approves it | One per organization | Pro, Enterprise, Pro trial |
| Fireflies | Knowledge | Meeting summaries sync into Knowledge; call-recorded trigger and call-notes step | Any member (one connection) | One per organization | Pro, Enterprise, Pro trial |
| 6sense | Sales intelligence | The 6sense score column: buying stage, intent score and profile fit by each lead’s email | Any member (one connection) | One per organization | Every plan except AppSumo-only |
| 6sense for Clu | Sales intelligence | Clu reads your 6sense: web visits, keywords, account insights | Each member | Your own 6sense account | Every plan except AppSumo-only |
| MCP (Claude) | MCP tab | Use CluGTM tools inside Claude | Each user, from Claude | One connector per workspace | Starter, Pro, Enterprise, Pro trial, every AppSumo tier |
| Chrome extension | Browser Extension tab | Find and enrich contacts while you browse | Each user | Your browser | See Chrome extension |
CRMs: HubSpot, Salesforce and Attio
HubSpot, Salesforce and Attio are direct OAuth connections at the organization level: one person links the CRM and the whole organization uses that connection.
- Connect: Integrations → CRM integrations → the CRM’s card → +, then approve access in the CRM. For a Salesforce sandbox, tick Sandbox on the Salesforce card before you click +.
- Write to the CRM: turn on automatic sync in CRM settings → General (HubSpot and Salesforce), sync a whole list from the CRM column in the list, or use Export to CRM in the Actions drawer. Writes go one way, from CluGTM to your CRM, and the default Safe write mode only fills empty fields.
- Read from the CRM: Import from CRM (HubSpot lists, Salesforce campaigns) with optional Live Polling every 8 hours, Lookup in CRM, the per-lead CRM status column, CRM filters in Find People and CRM triggers for agents.
- Clean up: a cleanup agent finds and merges duplicates already in your CRM (HubSpot and Salesforce). See CRM duplicate cleanup.
Setup, every settings tab, matching rules and limits are in the HubSpot, Salesforce and Attio guide.
HubSpot shows Reconnect needed? HubSpot used to connect per user through Unified.to. That connection no longer works. Click Reconnect on the HubSpot card and approve access to move to the direct, organization-wide connection.
Attio
Attio does less than HubSpot and Salesforce today:
- Export: Export to CRM in a list’s Actions drawer has one Attio action, Add or Update People, which adds new people and updates the ones already there. See Export to CRM.
- Plays: CRM Action steps (Sync, Look up, Update fields, Create task, Log note, Add to list) and CRM triggers (a record matches, a record joins a list, a field changes, a deal changes stage or stalls). Set owner, Add contact role and the job change trigger aren’t available on Attio. See Play steps.
- Skills: the Qualification skill checks whether each person is already in Attio.
- Clu can read your Attio people, companies and deals.
- The Attio card’s ⋯ menu has Users instead of Settings. There is no Import from CRM, Lookup in CRM or duplicate cleanup for Attio.
Lemlist
Lemlist is a sales engagement tool, not a CRM, though its card sits in CRM integrations. CluGTM only pushes leads into it.
- Go to Integrations → CRM integrations → Lemlist and click +.
- In the Connect Lemlist dialog, paste your Lemlist API key (find it in Lemlist under Settings → Integrations) and click Connect.
The connection is shared by the whole organization. To send leads, open a lead list and use Actions → Export → Send to Sequencer, then pick Add Lead to Campaign or Update Lead and a campaign. See Export to CRM and Send to Sequencer. An agent play’s Add to sequence step can also add people to Lemlist.
Lemlist has no import, no CRM status column and no Find People filters in CluGTM.
Sales engagement: Outreach, Salesloft, Instantly and Trellus
These cards show in Sales engagement when your plan includes agents. Only an org admin can connect or disconnect them, and each is one connection for the organization.
| Tool | How it connects | What it does |
|---|---|---|
| Salesloft | API key (Salesloft → Your Applications → API Keys) | Add people to Salesloft cadences from a play’s Add to sequence step |
| Outreach | Outreach sign-in (OAuth) in a new tab | Add people to Outreach sequences from the step |
| Instantly | API key (Instantly → Settings → Integrations → API Keys) | Add people to Instantly campaigns from the step. A connected card names your Instantly workspace |
| Trellus | A Trellus team admin’s API key (Trellus → Settings → Integrations → API) and a Calling list ID | Outside dialer: CluGTM keeps that Trellus calling list filled with your open call tasks, and members can open call recordings |
Connecting happens on the card only. In the play builder, a step for one of these tools shows Connect, which takes you to its card. See Add to sequence.
Communication: Slack and Microsoft Teams
- Clu in Slack: lets your team mention or message Clu in Slack. An org admin connects it. Setup, account linking and limits are in Clu in Slack.
- Clu in Teams: click + to add the Clu app in Microsoft Teams, then message Clu in a 1:1 chat. An org admin connects the Teams organization (Connect Microsoft Teams); every other member links their own Teams account (Link your Teams account). Pro plan.
- Microsoft Teams (“Post agent notifications to a Teams channel”): an org admin adds a channel with Add Teams channel, giving it a Name and a Webhook URL made with Teams Workflows. The channel then shows up in a play’s Notify step. If Workflows is missing in Teams, your Teams admin has to allow it.
Workspace apps and knowledge connectors
- Workspace (Google Sheets, Google Docs, Google Calendar, Airtable): every member connects their own account, and CluGTM only reaches the files and bases you pick or that CluGTM creates.
- Knowledge (Notion, Fathom, Gong, Fireflies): one connection per organization. Pages and meeting notes sync into Knowledge every 30 minutes so Clu and your agents can search them. Gong connects with Connect with Gong (OAuth) or with an access key, secret and base URL your Gong admin creates.
Gong and Fireflies calls can also start a play (A Gong call is recorded, A Fireflies call is recorded) and feed a call-notes step. See Play steps.
What each app does and how to connect it: Google Workspace, Airtable, Notion and Fathom.
Sales intelligence: 6sense
- 6sense: any member connects it once for the organization with +, pasting the 6sense Lead Scoring API token (in 6sense under Settings → Integrations → API Token; it needs the 6sense Advanced package). It adds the 6sense score action to a list’s Enrich tab, which writes each lead’s buying stage, intent score and profile fit by email. The column costs no credits, because your own 6sense account pays for the scores.
- 6sense for Clu: each member connects their own 6sense with OAuth, so Clu can read web visits, keywords and account insights.
- 6sense stage trigger: a play can start when a Salesforce Account reaches a 6sense buying stage. It reads the scores the 6sense package keeps in your Salesforce, so it needs Salesforce connected with that package. See Play steps.
6sense isn’t part of the AppSumo deal.
MCP (Claude)
The MCP tab connects CluGTM to Claude, so you can search, enrich and manage lists from a Claude chat. It is in Beta and works on Starter, Pro, Enterprise, the Pro trial and every AppSumo tier. See MCP.
Plans and costs
| Free | Starter | Pro and Enterprise | Pro trial | AppSumo | |
|---|---|---|---|---|---|
| HubSpot, Salesforce, Attio, Lemlist | No | No | Yes | Yes | Tiers 5 to 9 (not Attio) |
| Clu in Slack, Clu in Teams | No | No | Yes | Yes | No |
| Teams channels, Salesloft, Outreach, Instantly, Trellus | No | No | Yes | Yes | No |
| Google Sheets, Docs, Calendar, Airtable | No | No | Yes | Yes | No |
| Notion, Fathom, Gong, Fireflies | No | No | Yes | Yes | No |
| 6sense, 6sense for Clu | Yes | Yes | Yes | Yes | No |
| MCP | No | Yes | Yes | Yes | Every tier |
Signup asks you to connect your CRM and Slack before you pick a plan, so a Free workspace can hold those connections during its first 14 days. Nothing syncs and Clu doesn’t answer in Slack until the workspace is on a plan that includes them. Legacy Pro and Scale plans keep their CRM access; see Legacy plans.
| Action | Credits |
|---|---|
| Connecting any integration | Free |
| Pushing to HubSpot, Salesforce, Attio or Lemlist from the web app (auto sync, Sync to HubSpot/Salesforce, Export to CRM, Send to Sequencer) | Free |
| Import from CRM | Free (the enrichment you choose is charged at normal rates) |
| Lookup in CRM | Free |
| 6sense score column | Free |
| Syncing to a CRM or Lemlist through the public API or MCP | 0.2 per lead |
| Clu exports to Google Sheets, Google Docs or Airtable | Free (Clu’s normal message metering applies) |
| Syncing Notion, Fathom, Gong and Fireflies into Knowledge | Free |
CRM calls are capped at 500,000 per organization per day, HubSpot and Salesforce combined. An org admin can change the cap in CRM settings → Usage.
Not available
- Pipedrive is coming back as a CRM integration but isn’t available to connect yet.
- Close is not supported.
- Outreach and Salesloft are no longer CRM integrations; they are Sales engagement cards for the Add to sequence step (see above).
- The old per-user HubSpot connection through Unified.to was replaced by the direct organization-wide connection. Reconnect HubSpot if its card shows Reconnect needed.
Security
- HubSpot, Salesforce, Attio, Outreach, Google, Airtable, Notion, Fathom, Fireflies and 6sense for Clu connect with OAuth: you approve access on the vendor’s own screen and CluGTM never sees your password. Lemlist, Salesloft, Instantly, Trellus and 6sense use an API key or token you paste. Gong connects with OAuth or with an access key and secret.
- Connection tokens and keys are stored encrypted.
- Google access is limited to files you pick or that CluGTM creates, and Google Calendar access is read only.
- You can remove any connection at any time. Removing a CRM stops all syncing with it; data already written to your CRM stays there.
Related
- HubSpot and Salesforce: setup, CRM settings, matching and limits
- Export to CRM and Send to Sequencer
- Play steps: CRM, Notify, Add to sequence and call-notes steps
- CRM duplicate cleanup
- Google Workspace, Airtable, Notion and Fathom
- Knowledge
- Clu in Slack
- MCP
- Chrome extension
- Credits and pricing