Settings

Every decision from setup, in one place. Changes apply to the whole workspace.

Sample data. Real replies appear here once Gmail and HubSpot are connected in Settings.

HubSpot

Company-wide. Read contacts, companies and deals; write only what you approve.

Gmail or Outlook

Each rep connects their own mailbox. Read-only, plus send for emails you approve.

Calendar

Each rep connects their own, so HeardBack can prep meetings and book follow-ups.

Zoom or Teams

Call transcripts are read like replies. Actions go to the Inbox for approval.