Connect an integration
Connect a phone system, a calendar, or the tools you already work in.
Integrations do two things for you: they bring calls in without you pressing record, and they let a call's actions land in the tools you already use.
Where to find them
Integrations in the left sidebar lists everything you can connect. Each one has its own page with a connect button and, once connected, a short description of what it is doing.
Some integrations are connected once for the whole workspace by an admin; others you connect for yourself. The page tells you which it is.
Phone systems
Connecting your phone system is what turns ActiveLens from something you remember to use into something that just runs. RingCentral, Phone.com and Quo are all supported.
The shape of the setup is the same for each:
- Connect the workspace. An admin authorizes ActiveLens once.
- Match people up. Your colleagues' phone extensions or numbers are matched to their ActiveLens accounts. Someone who is not matched keeps their calls to themselves.
- Import your call history. Optionally, pull in recorded calls from the last week, two weeks or month so you start with something to look at.
- Turn on sync for new calls. From then on, every recorded call arrives on its own — transcribed, summarized, with actions drafted.
Only calls your phone system actually recorded can come across, and very short calls are skipped.
Turning it off
An admin can switch Sync new calls off at any time, which stops new calls arriving immediately. There is also a per-person switch, so one colleague can be left out without affecting anyone else. Disconnecting the integration removes the connection entirely; the calls already imported stay where they are.
Calendar and email
Connecting Google Workspace or Microsoft 365 lets ActiveLens read your calendar so a call can be matched to the meeting it belongs to, and know who was invited. It is what makes participant names and meeting titles accurate instead of guessed.
You connect this for yourself, and you can disconnect it at any time from the same page.
Your other tools
Connect Salesforce, Monday.com, Jira, Trello, HubSpot or Loxo and the matching actions become available on your calls — a Salesforce activity logged against the right record, a Jira issue, a Trello card, a Monday item.
Two things worth knowing:
- Actions are drafted, never fired off. Nothing is written into another tool until you apply it.
- What ActiveLens can see and change in the other tool is whatever the account you connected with can see and change. Connect with an account that has the access you want, and no more.
Troubleshooting a connection
- The connect window closed and nothing happened. Connecting opens in a new tab, and some browsers block it. Allow pop-ups for ActiveLens and try again.
- An integration says it is connected but nothing works. Use Test connection on its page. Authorizations expire; reconnecting fixes it.
- The action I want is missing on a call. The tool is not connected yet, or it is connected for someone else and not for you. Picking the action on the call offers to connect it.
- Calls have stopped arriving. Check that Sync new calls is still on, that your own per-person switch is on, and that the person who authorized the workspace is still with you — if they have left, an admin needs to reconnect.