Connectors overview

Available connectors

Connector	Type	What Birdie can do with it
HubSpot	CRM	Read your deals, contacts, companies, tasks and activity. Push your changes back.
Attio (beta)	CRM	Read your companies, people and deals. Push your changes back.
Microsoft Outlook	Email and calendar	Search your email. See your meetings. Put your tasks on your calendar.
Granola (beta)	Note-taker	Start debriefs from your meeting notes. Find past meetings.
Gmail	Email	Coming soon
Google Calendar	Calendar	Coming soon

Using something else? Every other tool in the Connectors list has a Request button. Tap it and it counts toward what we build next. Salesforce, Pipedrive and Zoho are on that list.

Connect a tool

1. On Home, tap Connect tools, or go to Settings → Manage connectors.
2. Find the tool and tap Connect.
3. Sign in to the tool and approve access. (Granola uses an API key instead, see Granola.)

Birdie can also offer a Connect card during a session when it needs a tool you have not connected yet.

Rules of thumb

• One CRM at a time. Connecting a second CRM asks Switch to Attio? (naming the CRM you picked). Your records stay in the old CRM, but any changes you have not pushed to it are discarded. Choose Keep HubSpot (your current CRM) to back out.
• One account per tool. Connecting a different account of the same tool replaces the old one.
• Your own copy. Each rep connects their own accounts. If two reps connect the same HubSpot portal, each gets their own connection.

What gets imported

Tool	How far back
CRM records	All companies, contacts and deals
CRM activity (calls, emails, meetings, notes)	12 months
Email	90 days, starting after your CRM import finishes. Only emails with people and companies in your CRM.
Calendar	90 days back and 90 days ahead
Meeting notes	90 days

After that, Chirp keeps up with changes every few minutes. Starting a session also checks your CRM for changes straight away.

Reconnect

If a tool stops letting Chirp in (for example a password change or an expired grant), nothing is deleted. After a couple of hours you get a notification, for example HubSpot needs reconnecting, and the tool shows Reconnect in Connectors.

Tap Reconnect and sign in again. Chirp keeps everything it had and catches up on what it missed.

Disconnect

Tap Disconnect on a connected tool and confirm. Disconnecting removes from Chirp everything that came from that tool, including changes you have not pushed yet. It does not change anything in the tool itself.

Disconnecting in Chirp does not remove Chirp's access at the tool's end. To do that too, revoke Chirp in the tool's own settings (for HubSpot, Connected apps).