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Integrations connect HaloAgents to the tools your team already uses. They make the AI smarter by feeding it data, give it real actions to take in your stack, and route the right alerts to the right place. Most setups take a few minutes, just sign in to the provider and toggle the modes you want.

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How Integrations Work

Each integration can do up to three things, and you toggle them per workspace from the integration’s detail page:
  • Ingest pulls data from the integration into Halo (contacts, companies, deals, transcripts, contracts).
  • Actions lets the AI agent run functions in the integration (create a HubSpot deal, file a Linear bug, request a Stripe refund).
  • Notifications sends alerts from Halo into the integration (most commonly Slack).
Sync runs real-time over webhooks when supported, with an hourly cron as a fallback so nothing slips through. Manual sync is a one-click button on every integration’s detail page.

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All Integrations

Every integration HaloAgents supports today, grouped by category.

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CRM & Support

https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/hubspot.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=1b3072ff6b02d0617778b59f5cd0b619

HubSpot

Contacts, companies, deals, engagements, and four agent actions.
https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/intercom.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=2085f2dfa5f7250165eee07328b01c7b

Intercom

Import contacts, companies, conversations, and tickets.

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Communication

https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/slack.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=098e1724e59bac51db6801dab733c76a

Slack

AI agent in mapped channels and the central notification sink.

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Billing & Payments

https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/stripe.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=cc2b8038a94e9b7e8c6b62330ff43525

Stripe

Customers, subscriptions, payments, and a refund approval queue.

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Engineering

https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/linear.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=6969c4a811d209ad5a5fb9002441a1b6

Linear

File bugs and feature requests, reply on tracked issues.

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Meetings

https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/zoom.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=8b3c62df197ad55281d5204146842124

Zoom

Sync meeting transcripts and recordings as knowledge.
https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/fathom.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=b16e306b3973e93b4d428531eeae5fe0

Fathom

Sync meeting transcripts and attendee insights.

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Documents

https://mintcdn.com/haloagentsai/OFPZzrYW8v1JxT-G/images/integrations/pandadoc.svg?fit=max&auto=format&n=OFPZzrYW8v1JxT-G&q=85&s=32252e456126ebdc38f0cfc7702eb23b

PandaDoc

Sync contracts and signer activity, auto-link by signer email.

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Setting Up an Integration

1

Open the integrations marketplace

In the dashboard, go to Integrations in the sidebar (/dashboard/integrations). Filter by the mode chips (Sync, Actions, Notifications) to find what you need.
2

Connect

Click Connect on the integration’s card. OAuth integrations (HubSpot, Slack, Stripe, Linear, Zoom) open the provider’s consent screen. API key integrations (PandaDoc, Fathom, Intercom) show a form where you paste your key.
3

Choose modes

On the integration’s detail page, toggle Ingest, Actions, and Notifications. Defaults are sensible: Ingest and Actions on, Notifications off until you set them up.
4

Pick agent actions (if applicable)

For integrations with Actions mode, enable the specific actions per agent at AI Agents > [Your Agent] > Actions. See Agent Actions.
5

First sync

Hit Sync now to trigger the initial historical pull. The cron then keeps it incremental from there.

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How sync works

MethodWhen
WebhookReal-time updates when supported (HubSpot, Slack, Stripe, Linear, Zoom, Fathom, PandaDoc, Intercom).
CronHourly background job for integrations that support it (HubSpot, Zoom, Fathom, Intercom). Skipped if ingest is off, no last_synced is set, or there’s an active auth error.
ManualOne-click sync button on every integration’s detail page.
The first connect always triggers a full historical sync. Subsequent crons are incremental.

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Authentication

AuthUsed by
OAuth 2.0HubSpot, Slack, Stripe, Linear, Zoom
API keyPandaDoc, Fathom, Intercom
If credentials go bad, the integration shows an Auth error banner with a “Reconnect” link. Cron sync is automatically skipped while there’s an auth error.

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Knowledge contributions

Some integrations contribute to your AI’s knowledge base, the data the agent searches at runtime:
IntegrationContributes as
HubSpothubspot: engagements (emails, notes, calls, meetings)
Slackslack: channel context
Zoomzoom: transcripts (with optional distillation)
Fathomfathom: transcripts (with distillation)
PandaDocpandadoc: contracts
Intercomintercom: imported conversations
What gets ingested can be filtered with Learning Rules. Stripe and Linear don’t contribute to knowledge: Stripe data is relational (used in prompts and segments), and Linear data lives in Linear.