CRM, marketing & productivity

betool ships a suite of BYO connectors for the tools most used in go-to-market and productivity — the same ones you would wire up on n8n, Make or Zapier, but governed, audited and executed inside your pipelines.

They all follow the same model: you provide your credentials (API token or OAuth depending on the tool), access is scoped to your organization, the host is locked (anti-SSRF), secrets are never re-exposed, and there is no metering and no margin from betool. Each connector exposes a read node (deterministic report) and a write node on output with an exactly-once guarantee.

The catalogue

CRM & customer relationship

• HubSpot — hubspot_report node (sales pipeline review: deals by stage and by owner) and hubspot_create_contact node (creating or updating a contact by email, exactly-once). Agent tools: hubspot.search_contacts, hubspot.get_contact, hubspot.list_deals, hubspot.list_pipelines for reading; hubspot.create_contact, hubspot.create_deal, hubspot.add_note (note on a contact or a deal) for writing. Private app authentication or your own OAuth app. No synchronization: betool reads and writes in HubSpot on demand; HubSpot does not trigger pipelines.
• Monday.com — read a board and create items (GraphQL API).

Email marketing

• Brevo (formerly Sendinblue) — a single API key for email and SMS: brevo_report node (account status), transactional sending of emails (brevo_send_email) and SMS (brevo_send_sms), and the brevo_sms_inbound receiver for SMS replies (the reception URL is pasted into Brevo's webhooks). Agent tools: brevo.get_account, brevo.list_contacts, brevo.get_contact for reading; brevo.create_contact, brevo.send_email, brevo.send_sms for writing.
• Mailchimp — audience report and adding members to a list.

Scheduling & forms

• Calendly — calendly_report node (appointments over a period) and calendly_scheduling_link node (scheduling link, single-use by default). Agent tools: calendly.get_user, calendly.list_event_types, calendly.list_events, calendly.create_scheduling_link. Connection via Personal Access Token. No real-time reception of Calendly bookings.
• Typeform — typeform_responses node (a form's responses) and typeform_register_webhook node, which registers with Typeform a webhook (identified by its tag, exactly-once) pointing to the URL of your choice. Agent tools: typeform.list_forms, typeform.get_form, typeform.get_responses for reading; typeform.create_webhook for writing. betool has no dedicated Typeform receiver: to trigger a pipeline on each response, point the webhook to the URL of a generic Webhook receiver. That receiver verifies an HMAC signature in hexadecimal format (sha256=<hex>); betool has no verification specific to the Typeform signature format.

Bases & documents

• Notion — query a base and create pages.
• Airtable — list records and create them.

E-commerce

• Shopify — store report (orders, customers) and customer creation.

Office

• Microsoft 365 — via Microsoft Graph: microsoft_calendar node (upcoming Outlook events) and microsoft_send_mail node (sending an Outlook email). Agent tools: microsoft.list_users (Entra ID directory), microsoft.list_events, microsoft.list_messages for reading; microsoft.send_mail, microsoft.create_event for writing. Connection via an Entra ID app registration in your tenant (application permissions with admin consent).

How to wire them up

1. Settings → Services, choose the connector, Accounts tab.
2. Enter the offered authentication mode (API token, private app, OAuth, or a domain-scoped key depending on the tool).
3. Place the corresponding read or write node in your pipeline.

Use cases

• Lead → CRM — a Typeform response received by a Webhook receiver, or an inbound lead qualified by an agent, creates the contact in HubSpot and triggers a Brevo email.
• Unified reporting — a scheduled pipeline aggregates Shopify orders, Mailchimp audience and HubSpot deals into a single weekly report.
• Appointment orchestration — a Calendly link generated on the fly and sent to the prospect; a scheduled pipeline then reads back the booked appointments and records them in Notion.