PromptLab Integrations

PromptLab is an AI-native CRM for B2B sales teams. It connects to the tools your team already uses so customer conversations, calendar events, and CRM records stay in sync.

Every integration follows the same pattern: connect from the Apps page in PromptLab, use it from the customer records you already work in, disconnect from the same Apps page or from the third-party service.

All integration connections are managed on one page in PromptLab: Settings → Apps at https://supplier.trypromptlab.com/settings/apps. You connect a new integration by clicking Connect on its card, and you disconnect by clicking Disconnect on the same card.

For support with any integration, visit https://trypromptlab.com/support.

Zoom

Schedule and manage Zoom meetings from a customer record; import meetings scheduled directly in Zoom into the CRM timeline.

Adding

1. Sign in to PromptLab and open https://supplier.trypromptlab.com/settings/apps.

2. Find the Zoom card and click Connect.

3. Authorize the requested permissions on Zoom’s consent screen.

4. Zoom redirects you back to PromptLab. The card shows Connected with your Zoom email.

Usage

• Schedule: open a contact or account, click New Meeting, choose Zoom, fill in the details, save. The Zoom join link is stored on the CRM record.

• Edit or cancel: open the meeting in PromptLab and change the title, agenda, start time, or duration; changes push back to Zoom. Cancelling in PromptLab removes the Zoom meeting.

• Sync from Zoom: meetings you book directly in Zoom’s web or desktop app appear on the CRM timeline within 30 minutes.

• Recording: meetings are recorded and transcribed by a Recall.ai bot that joins as a participant. Transcripts attach to the CRM record after the meeting.

Removing

• From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Zoom card, click Disconnect. The access token is deleted from PromptLab.

• From Zoom: https://marketplace.zoom.us → Manage → Added Apps → find PromptLab → Remove.

• Historical meetings imported into PromptLab remain on the CRM as records of past customer conversations. To delete them, email nurilloh@trypromptlab.com.

Google Workspace (Gmail, Calendar, Drive, Meet)

Send and receive email in the CRM, schedule Google Meet meetings, sync your calendar, and attach Drive files to customer records.

Adding

1. Open https://supplier.trypromptlab.com/settings/apps.

2. Find the Google card and click Connect.

3. Authorize the requested Google permissions.

4. The card shows Connected with your Google email.

Usage

• Email: send and receive Gmail conversations from the CRM inbox.

• Calendar: your Google Calendar events appear on the CRM timeline; meetings booked in PromptLab are added to your Google Calendar.

• Google Meet: create Meet-backed meetings from PromptLab’s meeting composer.

• Drive: attach and view Drive files from CRM records.

Removing

• From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Google card, click Disconnect.

• From Google: https://myaccount.google.com/permissions → find PromptLab → Remove access.

Microsoft 365 (Outlook, Calendar, Teams)

Send and receive Outlook email, sync your Outlook calendar, and schedule Microsoft Teams meetings from customer records.

Adding

1. Open https://supplier.trypromptlab.com/settings/apps.

2. Find the Microsoft card and click Connect.

3. Sign in with your Microsoft work or school account and authorize the requested permissions.

4. The card shows Connected with your Microsoft email.

Usage

• Email: send and receive Outlook conversations in the CRM inbox.

• Calendar: Outlook events appear on the CRM timeline; meetings booked in PromptLab are added to your Outlook Calendar.

• Teams: create Teams meetings from PromptLab’s meeting composer.

Removing

• From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Microsoft card, click Disconnect.

• From Microsoft: https://myapps.microsoft.com → find PromptLab → Remove.

Slack

Post CRM updates and receive daily digests in your Slack workspace.

Adding

1. Open https://supplier.trypromptlab.com/settings/apps.

2. Find the Slack card and click Connect.

3. Choose your Slack workspace and authorize the requested permissions.

4. Pick the channel to receive updates.

Usage

• Notifications: get notified in Slack when meetings, calls, or deal updates happen in the CRM.

• Daily digest: receive a Slack summary of the day’s activity.

Removing

• From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Slack card, click Disconnect.

• From Slack: workspace settings → Manage apps → find PromptLab → Remove.

Telegram

Post CRM updates and receive daily digests in Telegram.

Adding

1. Open https://supplier.trypromptlab.com/settings/apps.

2. Find the Telegram card and click Connect.

3. Follow the instructions to add the PromptLab bot to your Telegram chat or group.

Usage

• Notifications: receive CRM update notifications in Telegram.

• Daily digest: get a Telegram summary of the day’s activity.

Removing

• From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Telegram card, click Disconnect.

• From Telegram: remove the PromptLab bot from your chat or group.

Twilio (Voice and SMS)

Dial customers from inside the CRM and send or receive SMS conversations against customer records.

Adding

Twilio calling and SMS are enabled by our team as part of your PromptLab subscription. To request setup, email nurilloh@trypromptlab.com with your desired phone number and country.

Usage

• Calls: click a phone number on any CRM record to place a call. Call recordings and transcripts attach to the record.

• SMS: send and receive SMS conversations in the CRM inbox against contact records.

Removing

To remove Twilio calling and SMS from your workspace, email nurilloh@trypromptlab.com.

Recall.ai (Meeting recording and transcription)

Recall.ai powers PromptLab’s meeting recording and transcription for Zoom, Google Meet, and Microsoft Teams meetings.

Adding

Recall.ai is enabled by default for meetings created inside PromptLab. There is nothing for the user to connect.

Usage

When a meeting scheduled through PromptLab starts, a Recall.ai bot joins as a participant and records and transcribes the meeting. The transcript is attached to the CRM meeting record after the meeting ends.

Removing

To disable Recall.ai bot attendance for meetings in your workspace, email nurilloh@trypromptlab.com.

Anthropic Claude (MCP Connector)

Use PromptLab from inside Claude Desktop or Claude.ai via our Model Context Protocol (MCP) connector. Ask Claude questions about your CRM data and Claude answers using live PromptLab data.

Adding

1. In Claude Desktop or Claude.ai, open Settings → Connectors → Add custom connector.

2. Paste the PromptLab MCP URL, available from https://supplier.trypromptlab.com/settings/apps.

3. Authorize PromptLab in the browser tab that opens.

Usage

Ask Claude about your CRM. Examples: “list my meetings this week”, “show me contacts at Acme Corp”, “summarize the account health of Contoso”.

Removing

• From Claude: Settings → Connectors → find PromptLab → Disconnect.

• From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Claude card, click Disconnect.