Integrations

Girard connects to business tools through native integrations, HTTP actions, webhooks, and API access. Use integrations to move data into the operating record, trigger workflows, and keep downstream systems in sync.

Overview

Our integration platform provides:

• OAuth Connections - Secure, one-click authentication
• Real-time Sync - Bidirectional data synchronization
• Webhook Events - Trigger workflows from external events
• API Access - Full programmatic control
• Pre-built Templates - Ready-to-use workflow templates per integration

Available Integrations

CRM & Sales

Integration	Features	Status
Salesforce	Contacts, Leads, Opportunities, Accounts, Custom Objects	Production
HubSpot	Contacts, Companies, Deals, Tickets, Marketing	Production
Pipedrive	Persons, Organizations, Deals, Activities	Production
Zoho CRM	Leads, Contacts, Accounts, Deals	Production

Salesforce Integration

Connect your Salesforce org to:

• Sync contacts and leads bidirectionally
• Create records from workflow outputs
• Trigger workflows on record changes
• Query data using SOQL in workflows

Setup:

1. Navigate to Settings > Integrations
2. Find Salesforce and click Connect
3. Authorize with your Salesforce credentials
4. Select objects to sync

Available Actions:

salesforce.create_lead:
  first_name: "{{input.firstName}}"
  last_name: "{{input.lastName}}"
  email: "{{input.email}}"
  company: "{{input.company}}"

salesforce.update_opportunity:
  id: "{{input.opportunityId}}"
  stage: "Closed Won"
  amount: "{{input.dealValue}}"

salesforce.query:
  soql: "SELECT Id, Name FROM Contact WHERE Email = '{{input.email}}'"

HubSpot Integration

Full HubSpot CRM integration including:

• Contact and company management
• Deal pipeline automation
• Marketing email triggers
• Form submission handling
• Meeting scheduling

Available Triggers:

• hubspot.contact_created - New contact added
• hubspot.deal_stage_changed - Deal moves stages
• hubspot.form_submitted - Form submission received
• hubspot.email_opened - Marketing email opened

Available Actions:

• hubspot.create_contact - Create new contact
• hubspot.update_contact - Update contact properties
• hubspot.create_deal - Create new deal
• hubspot.add_to_list - Add contact to list
• hubspot.send_email - Send marketing email

Communication

Integration	Features	Status
Slack	Messages, Channels, Modals, Interactive Components	Production
Microsoft Teams	Messages, Channels, Reactions, Meetings	Production
Discord	Messages, Channels, Embeds	Production
Twilio	SMS, Voice, WhatsApp	Production
SendGrid	Transactional Email, Templates	Production

Slack Deep Integration

Our most comprehensive communication integration:

Messages:

• Send rich messages with Block Kit
• Thread replies and conversations
• Ephemeral messages (visible to one user)
• Scheduled messages
• Message updates and deletions

Interactive Components:

• Buttons with actions
• Select menus (static, users, channels)
• Multi-select options
• Date/time pickers
• Modal dialogs

Block Kit Builder:

slack.send_message:
  channel: "#sales"
  blocks:
    - type: header
      text: "New Lead Assigned"
    - type: section
      text: "{{lead.name}} from {{lead.company}}"
      accessory:
        type: button
        text: "View in CRM"
        url: "{{lead.crmUrl}}"
    - type: actions
      elements:
        - type: button
          text: "Accept"
          action_id: "accept_lead"
          style: "primary"
        - type: button
          text: "Reassign"
          action_id: "reassign_lead"

Available Triggers:

• slack.message_received - New message in channel
• slack.mention - Bot mentioned
• slack.reaction_added - Emoji reaction added
• slack.slash_command - Slash command invoked
• slack.button_clicked - Interactive button clicked
• slack.modal_submitted - Modal form submitted
• slack.channel_created - New channel created
• slack.member_joined - User joined channel

Available Actions:

• slack.send_message - Send channel message
• slack.send_dm - Send direct message
• slack.reply_thread - Reply in thread
• slack.send_ephemeral - Send ephemeral message
• slack.schedule_message - Schedule future message
• slack.update_message - Edit existing message
• slack.delete_message - Delete message
• slack.open_modal - Open modal dialog
• slack.add_reaction - Add emoji reaction
• slack.create_channel - Create new channel
• slack.invite_to_channel - Invite users
• slack.set_topic - Set channel topic

Microsoft Teams Integration

Full Teams integration for enterprise communication:

Features:

• Send messages to channels and chats
• Rich cards and adaptive cards
• Meeting management
• Presence and status updates
• File sharing

Available Triggers:

• teams.message_received - New message
• teams.mention - Bot mentioned
• teams.reaction_added - Reaction added
• teams.meeting_started - Meeting begins
• teams.meeting_ended - Meeting ends
• teams.member_added - New team member
• teams.channel_created - New channel

Available Actions:

• teams.send_message - Send channel message
• teams.send_chat - Send chat message
• teams.reply_message - Reply to message
• teams.create_channel - Create channel
• teams.add_reaction - Add reaction
• teams.schedule_meeting - Schedule meeting
• teams.update_presence - Update status

Social Media

Integration	Features	Status
LinkedIn	Posts, Messages, Connections, Automation	Production
Twitter/X	Posts, DMs, Mentions	Production
Facebook	Pages, Messenger, Ads	Production
Instagram	Posts, Stories, DMs	Production

LinkedIn Automation

Powerful LinkedIn automation for sales and recruiting:

Account Management:

• Connect multiple LinkedIn accounts
• Session-based authentication
• Rate limiting protection
• Proxy support for safety

Automation Features:

• Profile views (warm up prospects)
• Connection requests with notes
• InMail and message sequences
• Post engagement (likes, comments)
• Sales Navigator integration

Queue System:

• Priority-based action queue
• Intelligent rate limiting
• Daily/hourly limits
• Blackout periods
• Error recovery

Available Actions:

• linkedin.view_profile - View a profile
• linkedin.send_connection - Send connection request
• linkedin.send_message - Send direct message
• linkedin.send_inmail - Send InMail
• linkedin.like_post - Like a post
• linkedin.comment_post - Comment on post
• linkedin.follow_profile - Follow a profile

Sequence Integration: LinkedIn steps integrate directly with outreach sequences:

sequence_steps:
  - type: LINKEDIN_VIEW
    delay: "0d"
  - type: LINKEDIN_CONNECT
    delay: "1d"
    note: "Hi {{firstName}}, I saw your post about {{topic}}..."
  - type: LINKEDIN_MESSAGE
    delay: "3d"
    message: "Thanks for connecting! I wanted to share..."

Cloud Storage

Integration	Features	Status
Google Drive	Files, Folders, Sharing	Production
Dropbox	Files, Folders, Links	Production
OneDrive	Files, Folders, SharePoint	Production
Cloudflare R2	Object Storage, CDN	Production
AWS S3	Buckets, Objects, Presigned URLs	Production

Productivity

Integration	Features	Status
Google Calendar	Events, Scheduling, Availability	Production
Outlook Calendar	Events, Scheduling, Rooms	Production
Notion	Pages, Databases, Blocks	Production
Airtable	Bases, Tables, Records	Production
Asana	Projects, Tasks, Comments	Production
Jira	Issues, Projects, Sprints	Production

AI & Analytics

Integration	Features	Status
Pinecone	Vector Storage, Semantic Search	Production
OpenAI	GPT-4, Embeddings, Vision	Production
Anthropic	Claude, Analysis	Production
Google AI	Gemini, PaLM	Production

Data & Enrichment

Integration	Features	Status
Clearbit	Company Data, Enrichment	Production
ZoomInfo	Contact Data, Intent	Production
Apollo	Prospecting, Sequences	Production
Bombora	Intent Data, Surge Signals	Production

Setting Up Integrations

OAuth Connections

Most integrations use OAuth for secure authentication:

1. Navigate to Settings > Integrations
2. Find the integration you want to connect
3. Click Connect
4. Authorize in the popup window
5. Configure sync settings
6. Test the connection

API Key Connections

Some integrations use API keys:

1. Navigate to Settings > Integrations
2. Find the integration
3. Click Configure
4. Enter your API key
5. Save and test

Webhook Endpoints

For incoming webhooks:

1. Navigate to Webhooks
2. Create a new webhook endpoint
3. Copy the URL
4. Configure in the external service
5. Define trigger conditions

Using Integrations in Workflows

Integration Steps

Add integration actions as workflow steps:

workflow:
  name: "New Lead Notification"
  trigger:
    type: webhook
    event: "new_lead"
  steps:
    - id: enrich
      type: clearbit.enrich_company
      input:
        domain: "{{trigger.company_domain}}"

    - id: create_contact
      type: hubspot.create_contact
      input:
        email: "{{trigger.email}}"
        company: "{{enrich.company.name}}"
        industry: "{{enrich.company.industry}}"

    - id: notify
      type: slack.send_message
      input:
        channel: "#new-leads"
        text: "New lead: {{trigger.name}} from {{enrich.company.name}}"

Conditional Integration Logic

Use conditions based on integration data:

- id: check_company_size
  type: condition
  condition: "{{enrich.company.employees}} > 500"
  then:
    - type: slack.send_message
      channel: "#enterprise-leads"
  else:
    - type: slack.send_message
      channel: "#smb-leads"

Best Practices

Rate Limiting

Each integration has rate limits:

Integration	Rate Limit	Window
Slack	1 msg/sec	Per channel
HubSpot	100 req/10s	Per portal
Salesforce	100 req/15s	Per org
LinkedIn	100 actions/day	Per account

Error Handling

Handle integration errors gracefully:

- id: send_slack
  type: slack.send_message
  on_error:
    retry: 3
    backoff: exponential
    fallback:
      type: email.send
      to: "alerts@company.com"

Security

• Use OAuth whenever possible
• Rotate API keys regularly
• Use least-privilege access
• Enable audit logging
• Review connected apps monthly

Troubleshooting

Connection Issues

1. Check if OAuth token expired (re-authenticate)
2. Verify API permissions are sufficient
3. Check rate limits aren't exceeded
4. Review firewall/network settings

Data Sync Issues

1. Verify field mappings are correct
2. Check for required fields
3. Review sync logs for errors
4. Test with sample data

Webhook Issues

1. Verify webhook URL is correct
2. Check signature validation
3. Review payload format
4. Check timeout settings

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