Everything Leo connects to lives under Integrations in the platform.
Sending mailbox (required for email)
The mailbox is the address Leo emails from, the rep's own.
- Gmail and Outlook: connect with an app password, a separate password you create just for Leo. The main password is never touched and the app password can be revoked anytime
- Other providers: regular SMTP details
- The address is verified right away and the password is stored encrypted (AES-256-GCM)
- Several mailboxes give more volume, Leo rotates between them
Connect your LinkedIn so Leo can send connection requests and messages from it, at a human pace within LinkedIn's limits. You approve the connection explicitly, and it can be removed anytime. Max 2 accounts to start.
CRM (optional but smart)
Pipedrive, HubSpot, Salesforce, Upsales and Close, through an API key you create yourself.
- The suppression list: your customers, open deals and opt-outs are never contacted, see suppression
- Lookalikes: Leo learns from your won deals and looks for more like your best customers
- Write-back: an optional feature that logs replies and booked meetings as notes in your CRM (Pipedrive and HubSpot). Leo never changes or deletes anything
- The key is deleted immediately when you disconnect
Slack
Connect Slack under Setup and you can approve drafts, ask for briefs and watch companies right inside your Slack.
Mobile (SMS)
Add your phone in settings and you can steer Leo via SMS: ask anything and get lead briefs before meetings, right on your phone.