Documentation

CRM, marketing & productivity

A suite of ready-to-use BYO connectors — HubSpot, Notion, Airtable, Brevo, Mailchimp, Calendly, Typeform, Shopify, Microsoft 365 and Monday.com.

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 — read your CRM (contacts, deals, pipeline) and create/update records. Private app or OAuth authentication.
  • Monday.com — read a board and create items (GraphQL API).

Email marketing

  • Brevo (formerly Sendinblue) — activity report and email sending, transactional or marketing.
  • Mailchimp — audience report and adding members to a list.

Scheduling & forms

  • Calendly — read appointments and generate scheduling links.
  • Typeform — fetch a form's responses and register a webhook to capture them in real time.

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 — read the calendar and send emails via Microsoft Graph.

How to wire them up

  1. Administration → Integrations, choose the connector.
  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.

These connectors are generic building blocks: an agent decides when to call them, or a node executes them deterministically. The betool governance layer (audit, multi-tenant scoping, idempotency) applies the same way to all of them.

Use cases

  • Lead → CRM — a Typeform form 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, the confirmed appointment pushed into Notion and the Microsoft 365 calendar.