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How to Set Up Integrations in FirstSales

Connect email, calendar, LinkedIn, and Telegram from the Connectors page. Plus what's coming soon and how to automate with the REST API.

Tutorials
Integrations
min read
6 min
steps
5 · Beginner

  1. Integrations live on the Connectors page

    FirstSales groups mailboxes and third-party integrations together as connectors. Open the Connectors page and click Add Connector: the catalog is organized into categories: Email, Calendar, Notifications, CRM, Communication, Social, Data, and Other.

    Available integrations connect right away; ones marked coming-soon are shown but not yet selectable.

    Integrations live on the Connectors page

  2. Connect your email and calendar

    The core integrations, all available now:

    • Email: Google, Microsoft, or SMTP / IMAP to send campaigns.
    • Calendar: Google Calendar or Outlook Calendar (via OAuth). Outlook can auto-create Teams meetings.

    A connected calendar is what powers the Meeting campaign goal: the AI books calls straight onto it.

  3. Add LinkedIn and Telegram

    Two more are live:

    • LinkedIn (Social): connects via a persistent browser login session for LinkedIn-based outreach and signals.
    • Telegram (Notifications): get in-app alerts through a shared bot, so you hear about issues (bounce spikes, paused senders, auth problems) without living in the dashboard.

    Each is added the same way: Add Connector, pick it, and follow the connect flow.

  4. What's coming soon

    Several integrations appear in the catalog but are not yet live (shown, not selectable):

    • CRM: Salesforce, HubSpot, Zoho CRM, Pipedrive.
    • Communication: Slack, Microsoft Teams, Discord, WhatsApp, Twilio.
    • Other: Webhook, REST API; plus data sources (Google Sheets, Airtable, Notion, databases).

    If you need one of these today, the public REST API (next section) is the way to push and pull data programmatically.

  5. No Zapier: use the API instead

    There's no Zapier connector in FirstSales. To automate against other tools right now, use the public REST API: generate an API key under Settings → API and call endpoints for contacts, campaigns, connectors, and the inbox. See the API quickstart tutorial to get started.

Pro tips

  • Connect a calendar to unlock Meeting campaigns

    The Meeting goal needs a calendar. Add Google or Outlook Calendar before creating a Meeting campaign so the AI has somewhere to book the call.

  • Turn on Telegram alerts

    Deliverability problems are cheapest to fix early. Telegram notifications surface bounce spikes, paused senders, and auth issues so you catch them before they compound.

  • CRM not live yet? Use the API

    Salesforce/HubSpot/Pipedrive are catalog entries but not functional yet. Until they ship, sync via the public REST API's contacts and campaigns endpoints.

  • No Zapier: the REST API covers automation

    Don't hunt for a Zapier connector; there isn't one. The public API with an fs-key does the same push/pull against contacts, campaigns, and the inbox.

Frequently asked questions

Where do I manage integrations?

On the Connectors page: mailboxes and third-party integrations share the same catalog, organized into Email, Calendar, Notifications, CRM, Communication, Social, Data, and Other. Click Add Connector to browse.

Which integrations are available today?

Email (Google, Microsoft, SMTP/IMAP), Calendar (Google Calendar, Outlook Calendar), LinkedIn (Social), and Telegram (Notifications). Others in the catalog are marked coming-soon.

Do you integrate with Salesforce or HubSpot?

They appear in the CRM category but are not yet live (shown, not selectable). Until they ship, use the public REST API to sync contacts and campaigns with your CRM.

Is there a Slack or WhatsApp integration?

Slack, Microsoft Teams, Discord, and WhatsApp are in the catalog as coming-soon. For alerts today, connect Telegram, which delivers in-app notifications now.

Do you support Zapier?

No: there's no Zapier connector. For automation and data sync, use the public REST API (generate a key under Settings → API).

Why would I connect a calendar?

A connected Google or Outlook calendar powers the Meeting campaign goal: the AI books calls directly onto it. Outlook can also auto-create Teams meetings.

What does the LinkedIn integration do?

It connects LinkedIn via a persistent browser login session, enabling LinkedIn-based outreach and signals alongside your email campaigns.

Integrations

Outreach that keeps going after you log off.Leads, emails, follow-ups and replies, handled.

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗