This guide walks you through every connection ClientPulse supports — what each one does for your agency, what you need before you start, and exactly where to click on the third-party site and what to paste back into ClientPulse.
Need help setting any of this up? Email us at support@helloaurora.ai — we'll guide you through it. No question is too small.
What ClientPulse connects to
| Integration | What it does for you | Status | Prerequisite | Setup guide |
|---|---|---|---|---|
| Google Calendar | Auto-detects client meetings on your calendar, tracks meeting cadence per client. | Available | Google Workspace account | google-calendar.md |
| Gmail | Tracks email volume + response time per client so you see who's gone quiet. | Available | Google Workspace account | gmail.md |
| Microsoft 365 (Outlook + OneDrive + SharePoint) | Reads meetings, email metadata, and file activity from your Microsoft 365 account. | Available | Microsoft 365 work or school account | microsoft-365.md |
| Zoom | Pulls Zoom recordings + transcripts so Aurora can summarise the conversation. | Available | Zoom Pro account (cloud recording) | zoom.md |
| Stripe (Connect) | Pulls invoices + payment status to surface overdue clients and revenue health. | Available | Stripe account (Agency tier in CP) | stripe.md |
| Slack | Posts Monday Brief + churn alerts to a Slack channel via incoming webhook. | Available | Free Slack workspace | slack.md |
| Whisper (transcription) | Chooses the engine that turns meeting audio into text — cloud, local, or hybrid. | Available | Either default cloud, or a self-hosted faster-whisper server | whisper.md |
| Dropbox Sign | Send contracts for e-signature from inside ClientPulse. | Available (Agency tier) | Dropbox Sign paid plan | dropbox-sign.md |
| DocuSign | Pull signed envelopes from your existing DocuSign account into the client vault. | Available (Agency tier) | DocuSign account | docusign.md |
| DocuSeal | Self-hosted e-signature alternative — no per-seat fees, no third-party processor. | Available (Suite tier) | A self-hosted DocuSeal instance | docuseal.md |
| HubSpot | Sync HubSpot contacts + deals so ClientPulse signals carry the same client identity. | Coming soon | HubSpot Free or paid plan | hubspot.md |
| Notion | Pull project pages + meeting notes from Notion into the client vault. | Coming soon | Notion Free or paid plan | notion.md |
How to read these guides
Each integration page follows the same structure so you always know where to look:
- What it does in ClientPulse — one or two sentences in plain English.
- Before you start (prerequisites) — account type, who needs to do it, and any cost.
- Step-by-step setup — what to click on the third-party site, then what to paste into ClientPulse.
- Verify it's working — how to confirm the connection is live.
- What you can do with it once connected — the features it unlocks.
- Common pitfalls — the mistakes we see most often and how to fix them.
- Restrictions — what ClientPulse will and won't do with the connection.
If you get stuck at any step, email support@helloaurora.ai with a screenshot — we usually reply within a few hours.