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Integrations Overview

How Integrations Work

Samepage connects to the tools your team already uses via secure API integrations. Once connected, Samepage imports relevant data and refreshes it multiple times per day so your Signals and Copilot always have up-to-date context.
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Two Types of Integrations

Personal Integrations

Personal integrations connect your individual account. The data imported is private to you — no one else in your workspace can see it.
​Examples: Gmail, Google Calendar, Google Drive, Granola, Zoom
​Use case: These are tools where the data is inherently personal — your emails, your calendar, your meeting recordings. You connect them yourself with no admin involvement.
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Shared Integrations

Shared integrations connect at the workspace level. An admin links the tool once, and the data is available to everyone in the workspace.
​Examples: Jira, Linear, Slack, GitHub, Confluence, Notion, Gong, HubSpot, Salesforce, Zoho CRM, Intercom, Zendesk, Mixpanel, Pendo
​Use case: These are team tools where the data is meant to be shared — project management, communication channels, CRM records, analytics. One person connects the tool, and the whole team benefits.
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Data Sync

  • Integrations sync automatically multiple times per day

  • Each integration shows when it last refreshed (e.g., "12 minutes ago")

  • Initial sync pulls in historical data (the lookback period varies by integration)

  • Recurring syncs pull recent changes to keep data fresh

What Data is Imported

The specific data imported depends on the integration. In general, Samepage pulls:

  • Communication tools (Slack, Teams): Messages, threads, reactions, users

  • Project management (Jira, Linear, Asana): Issues/tickets, status changes, labels, comments, assignments

  • CRM (Salesforce, HubSpot, Zoho): Accounts/companies, contacts, opportunities/deals, notes, stage changes. Some CRMs also support line items and custom fields.

  • Meeting tools (Gong, Zoom, Granola): Call/meeting transcripts, AI summaries, participants, metadata

  • Analytics (Mixpanel, Pendo): Events, trends, usage metrics, feature adoption data

  • Docs (Notion, Confluence, Google Drive): Content, comments, activity

  • Support (Intercom, Zendesk): Conversations, tickets, user/company data, themes

  • Code (GitHub): Pull requests, commits, CI status, code changes

Samepage prioritizes recent activity, changes over time, and high-signal events (status changes, new items, resolved items, etc.).
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Connecting an Integration

  1. Go to the Integrations page in Samepage

  2. Find the tool you want to connect

  3. Click to connect and authenticate with your account

  4. Accept the requested permissions

  5. Samepage begins importing data automatically

For shared integrations, a workspace admin typically handles the connection. For personal integrations, each user connects their own account.
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Integration Filters

When creating Signals, you can filter which data from an integration to include:

  • Slack: Select specific channels

  • Jira/Linear: Select specific projects or teams

  • CRM: Select which objects to include (accounts, contacts, opportunities)

  • Analytics: Select specific events or features to track

This lets you scope Signals precisely — for example, only analyzing 2 Slack channels rather than everything.
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If an Integration Breaks

If an integration encounters an authentication or sync issue:

  • Samepage detects the problem

  • Users are notified (via the UI or email)

  • Affected Signals are paused until the issue is resolved

  • Reconnecting the integration resumes normal operation

Adding New Integrations

Samepage regularly adds new integrations based on user demand. The team can build native integrations quickly — often in under 24 hours for straightforward APIs. If you need an integration that isn't listed, contact the team.
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