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
Prerequisites: an active PromptLab account and a Zoom account you can sign in to (any Zoom plan, including Basic).
Sign in to PromptLab and open https://supplier.trypromptlab.com/settings/apps.
Find the Zoom card and click Connect.
Authorize the requested permissions on Zoom’s consent screen.
Zoom redirects you back to PromptLab. The card shows Connected with your Zoom email.
Troubleshooting: if the connect flow fails or you see other issues, see our Zoom troubleshooting guide: https://trypromptlab.com/docs/integrations
Usage
Prerequisites for every usage flow below: a connected Zoom account (see Adding) and at least one Contact or Account in PromptLab so you have a customer record to schedule the meeting against.
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
Implications of de-authorization: disconnecting removes PromptLab’s access to your Zoom account. Meetings you already scheduled in Zoom continue to exist on Zoom’s side. Historical meetings imported into PromptLab remain visible in your CRM as records of past customer conversations; you can request their deletion by email.
From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Zoom card, click Disconnect. Your Zoom access token and refresh token are deleted from PromptLab.
From Zoom: https://marketplace.zoom.us → Manage → Added Apps → find PromptLab → Remove. Zoom then notifies PromptLab and we delete your Zoom access and refresh tokens on our side.
To delete historical meetings imported into PromptLab, email nurilloh@trypromptlab.com and we will remove them.
Troubleshooting
The Zoom card shows “Not connected” after I click Allow. Sign out of Zoom in a new browser tab, then repeat the Connect flow.
I see “Authorization expired” on the Zoom card. Click Disconnect, then Connect again to re-authorize.
My newly scheduled Zoom meetings from Zoom’s web app don’t appear in PromptLab. The sync runs automatically every 30 minutes. To trigger it immediately, disconnect and reconnect the Zoom integration from the Apps page.
The Recall.ai bot didn’t join my meeting. Check that the meeting was created inside PromptLab (not directly in Zoom) and that the scheduled start time has arrived. The bot joins about one minute before the meeting starts.
Any other issue. Email nurilloh@trypromptlab.com with screenshots or steps to reproduce.
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
Prerequisites: an active PromptLab account and a Google account (personal or Google Workspace).
Open https://supplier.trypromptlab.com/settings/apps.
Find the Google card and click Connect.
Authorize the requested Google permissions.
The card shows Connected with your Google email.
Usage
Prerequisites for every usage flow below: a connected Google account (see Adding).
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
Implications of de-authorization: disconnecting removes PromptLab’s access to your Google account. Emails, calendar events, and Drive files previously synced into PromptLab remain visible in your CRM as historical records; you can request their deletion by email.
From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Google card, click Disconnect. Your Google access token and refresh token are deleted from PromptLab.
From Google: https://myaccount.google.com/permissions → find PromptLab → Remove access.
Troubleshooting
The Google card returns to “Not connected” after Allow. Sign out of Google in a new tab, then repeat the Connect flow.
Emails or calendar events stop syncing after a password change. Reconnect the Google integration; new tokens are issued at connect time.
Any other issue. Email nurilloh@trypromptlab.com.
Microsoft 365 (Outlook, Calendar, Teams)
Send and receive Outlook email, sync your Outlook calendar, and schedule Microsoft Teams meetings from customer records.
Adding
Prerequisites: an active PromptLab account and a Microsoft 365 work or school account.
Open https://supplier.trypromptlab.com/settings/apps.
Find the Microsoft card and click Connect.
Sign in with your Microsoft account and authorize the requested permissions.
The card shows Connected with your Microsoft email.
Usage
Prerequisites for every usage flow below: a connected Microsoft account (see Adding).
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
Implications of de-authorization: disconnecting removes PromptLab’s access to your Microsoft account. Emails, calendar events, and Teams meeting metadata previously synced into PromptLab remain visible in your CRM as historical records; you can request their deletion by email.
From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Microsoft card, click Disconnect. Your Microsoft access token and refresh token are deleted from PromptLab.
From Microsoft: https://myapps.microsoft.com → find PromptLab → Remove.
Troubleshooting
The Microsoft card fails to connect with a tenant admin error. Your Microsoft 365 tenant may require admin consent. Ask your Microsoft admin to approve PromptLab for the tenant, then retry.
Teams meetings aren’t being created. Confirm your Microsoft account has a Teams license.
Any other issue. Email nurilloh@trypromptlab.com.
Slack
Post CRM updates and receive daily digests in your Slack workspace.
Adding
Prerequisites: an active PromptLab account and a Slack workspace where you have permission to install apps (usually workspace admin, or an admin-approved installer).
Open https://supplier.trypromptlab.com/settings/apps.
Find the Slack card and click Connect.
Choose your Slack workspace and authorize the requested permissions.
Pick the channel to receive updates.
Usage
Prerequisites for every usage flow below: a connected Slack workspace (see Adding) and a channel selected for notifications.
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
Implications of de-authorization: disconnecting stops PromptLab from posting to your Slack workspace. Messages already posted remain in Slack; you delete them from Slack itself if you no longer want them there.
From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Slack card, click Disconnect. Your Slack access token is deleted from PromptLab.
From Slack: workspace settings → Manage apps → find PromptLab → Remove.
Troubleshooting
No messages appearing in Slack. Confirm the selected channel still exists and that the PromptLab bot is a member of it. Some Slack workspaces require you to invite the bot to private channels manually.
Any other issue. Email nurilloh@trypromptlab.com.
Telegram
Post CRM updates and receive daily digests in Telegram.
Adding
Prerequisites: an active PromptLab account and a Telegram account.
Open https://supplier.trypromptlab.com/settings/apps.
Find the Telegram card and click Connect.
Follow the instructions to add the PromptLab bot to your Telegram chat or group.
Usage
Prerequisites for every usage flow below: the PromptLab bot added to your Telegram chat or group (see Adding).
Notifications: receive CRM update notifications in Telegram.
Daily digest: get a Telegram summary of the day’s activity.
Removing
Implications of de-authorization: disconnecting stops PromptLab from messaging the linked Telegram chat. Messages already delivered remain in Telegram.
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.
Troubleshooting
The bot doesn’t respond after being added to a group. Ensure the bot has permission to read messages in the group (Telegram group privacy setting).
Any other issue. Email nurilloh@trypromptlab.com.
Twilio (Voice and SMS)
Dial customers from inside the CRM and send or receive SMS conversations against customer records.
Adding
Prerequisites: an active PromptLab account. Twilio calling and SMS are enabled by our team as part of your PromptLab subscription — you do not manage the Twilio account yourself.
To request setup, email nurilloh@trypromptlab.com with your desired phone number and country.
Usage
Prerequisites for every usage flow below: Twilio calling and SMS enabled on your workspace (see Adding) and at least one Contact with a phone number.
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
Implications of removal: call history, recordings, and SMS conversations previously logged in PromptLab remain visible in your CRM as historical records; you can request their deletion by email.
To remove Twilio calling and SMS from your workspace, email nurilloh@trypromptlab.com.
Troubleshooting
Calls fail with a permissions error in the browser. Grant microphone permission to supplier.trypromptlab.com in your browser settings.
Any other issue. 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
Prerequisites: an active PromptLab account and a connected meeting provider (Zoom, Google, or Microsoft — see the corresponding integration section).
Recall.ai is enabled by default for meetings created inside PromptLab. There is nothing for the user to connect.
Usage
Prerequisites for every usage flow below: at least one meeting scheduled through PromptLab.
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
Implications of removal: disabling the Recall.ai bot stops new recordings and transcripts. Historical transcripts already attached to CRM meeting records remain visible; you can request their deletion by email.
To disable Recall.ai bot attendance for meetings in your workspace, email nurilloh@trypromptlab.com.
Troubleshooting
The bot did not join my meeting. See the Zoom, Google Meet, or Teams Troubleshooting subsection of the meeting provider you used.
Any other issue. 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
Prerequisites: an active PromptLab account, and a Claude account (Claude Desktop, Claude.ai Team, or Claude.ai Enterprise — MCP connectors require a paid plan on the Claude side).
In Claude Desktop or Claude.ai, open Settings → Connectors → Add custom connector.
Paste the PromptLab MCP URL, available from https://supplier.trypromptlab.com/settings/apps.
Authorize PromptLab in the browser tab that opens.
Usage
Prerequisites for every usage flow below: the PromptLab MCP connector added and authorized in Claude (see Adding).
Ask Claude about your CRM. Examples: “list my meetings this week”, “show me contacts at Acme Corp”, “summarize the account health of Contoso”.
Removing
Implications of removal: disconnecting stops Claude from reading your PromptLab data. Answers Claude has already produced remain in your Claude conversation history.
From Claude: Settings → Connectors → find PromptLab → Disconnect.
From PromptLab: open https://supplier.trypromptlab.com/settings/apps, find the Claude card, click Disconnect.
Troubleshooting
The connector fails to authorize. Confirm you are signed in to PromptLab in the same browser you use for Claude; the OAuth handoff opens in that browser.
Claude says it cannot find any data. Verify the connector shows as connected in both PromptLab (Apps page) and Claude (Settings → Connectors).
Any other issue. Email nurilloh@trypromptlab.com.
