Integration Settings

Connect your tools to put deal intelligence on autopilot. Each integration unlocks automated actions so nothing falls through the cracks.

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Company Profile
Your company info — AI uses this to generate better follow-ups and understand your pitch
Not set up
▾

Tell Operions about your company so AI-generated follow-ups reflect your actual product, value props, and positioning. Paste your website URL and click Extract — done in seconds.

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Recording Tools
Gong · Fireflies · Otter · Chorus and more — auto-ingest call transcripts
Not configured

Paste this into your recording tool. Every transcript auto-ingests and triggers the full extraction + HubSpot push.

Step-by-step Setup
1
Open Gong Settings
In Gong, click your avatar → Company Settings → Integrations → Webhooks
⚙ Company Settings › Integrations › Webhooks
Webhooks
+ Add Webhook ← click here
2
Paste Your Webhook URL
Set the endpoint URL and choose the trigger event:
Endpoint URL
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Event
Call Completed ▾
3
Add Authentication Header
In the Custom Headers section, add your API key (from below):
Header Name
X-API-Key
Header Value
[Paste your API key from below]
4
Save & You're Done
Click Save. After your next call, Operions will auto-extract deal data and push it to HubSpot within 60 seconds.
1
Open Fireflies Integrations
In Fireflies, go to Integrations in the left sidebar → Webhooks
🔥 Fireflies.ai › Integrations › Webhooks
Outgoing Webhooks
Add New Webhook ← click here
2
Configure the Webhook
Paste your URL and choose the trigger:
Webhook URL
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Trigger
Transcription Completed ▾
3
Add Auth Header
Expand Custom Headers and add your API key:
Key
X-API-Key
Value
[Paste your API key from below]
4
Save & Test
Click Save. After your next meeting, check the Operions pipeline — deal data will appear automatically.
1
Open Otter Settings
In Otter.ai, go to Account Settings → Apps & Integrations
⚙ Account Settings › Apps & Integrations
Webhook / API Access
⚠ Requires Otter Business or Enterprise plan
2
Add Webhook Endpoint
Find the Webhooks section and add your URL:
Endpoint URL
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Events
✓ Transcription Completed
3
Add Authentication Header
Add a request header to authenticate the webhook:
Header
X-API-Key: [your key from below]
4
Save
Otter will POST transcript data after each meeting. Operions processes it and pushes to HubSpot automatically.
1
Find Webhook / Outgoing HTTP in your tool
Most recording tools (Chorus, Avoma, tl;dv, Rev.ai, Loom) support outbound webhooks in their Integrations settings. Look for "Webhooks", "HTTP", or "Outgoing webhooks".
2
Set the destination URL
Webhook URL
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3
Add the auth header
Add a custom request header X-API-Key with your API key from below. The POST body must include a transcript field with the call text.
4
Using Zapier?
Use Webhooks by Zapier → POST action. Set URL to your webhook URL, add the X-API-Key header, and map the transcript field from your recording tool's Zap trigger output.
API Keys
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⚠️ Save this key immediately — it won't be shown again
📹
Native Meeting Transcripts
Zoom · Google Meet · Microsoft Teams — pull transcripts directly, no third-party recorder needed
Not connected

Connect directly to your meeting platform and Operions will automatically pull transcripts the moment a call ends — no Gong, Fireflies, or Otter required. Each connection is independent; connect one, two, or all three.

Zoom
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Google Meet
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Microsoft Teams
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How it works
✓ Zoom: Webhook fires the moment a cloud recording is ready — transcript ingests automatically
✓ Google Meet: Operions checks your Drive every hour for new transcript docs
✓ Microsoft Teams: Graph API poll every hour for new meeting transcripts
⚠ Requires cloud recording + transcription enabled in your platform settings
🟠
HubSpot CRM
Auto-push deals, contacts, tasks, and call notes to your CRM
Not connected

Connect HubSpot to automatically push extracted deal data — deals, contacts, follow-up tasks, and call notes — straight to your CRM after every qualified call.

What gets synced
✓ Deal created/updated with 14 extracted fields
✓ Contacts deduped and associated to deal
✓ Follow-up task created from next step field
✓ Full call summary logged as a note

Requires HubSpot CRM. Redirects to HubSpot OAuth — takes 30 seconds.

💬
Slack
QA alerts, deal summaries, and approval buttons — delivered to your channel
Not connected

Connect your Slack workspace to get rich QA alerts with confidence bars, deal summaries, and one-click approval buttons delivered directly to your team.

What you get
✓ Deal alerts with AI confidence bars & QA status
✓ One-click ✅ Approve & Push to HubSpot button
✓ Follow-up email previews with approve / regenerate
✓ Pipeline failure alerts with full error context

Requires Slack workspace admin. Takes 30 seconds.

Advanced: use a webhook URL instead
✉️
Email History
Pull Gmail & Outlook threads into the Deal Desk timeline — give the AI full context
Not connected

Connect your inbox to surface email exchanges alongside call transcripts in the Deal Desk timeline. The AI uses this history to draft smarter follow-ups with full context.

Gmail
Not connected
Outlook / Microsoft 365
Not connected

Read-only access — Operions can only view emails to/from your prospects. No emails sent without your approval.

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Automation Mode
How much you trust Operions to act on your behalf — start with approval, graduate to full auto
Approval Required
📚
Content Library
Blogs, case studies, white papers, and calendar links — AI picks the right content for each follow-up
Not indexed
Key URLs for AI Follow-ups
These are injected into every AI-generated email. Fill them in once — they power every follow-up.
Used for context in AI-generated emails and prospect research.
Referenced in Stage 4 follow-ups to build credibility with your proof.
Embedded as the booking CTA in every follow-up email. Without this, your emails have no call-to-action.

Operions also scans your website for blogs, case studies, white papers, and booking links. During Stage 4 (Value Share) and Stage 5 (Multi-Thread) follow-ups, AI automatically attaches the most relevant piece of content based on the prospect's pain points.

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