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Understanding Integrations in the Quantum Heaps: Overview:- Integrations is where you connect Quantum Heaps to the other tools your team already uses — your CRM migration source, your email and calendar, enrichment tools, and bulk file imports — all managed from one central hub. What Integrations Is Used For Use the Integrations module to:
  • Sync data bidirectionally with HubSpot or Salesforce
  • Connect your Google or Outlook account for email and calendar
  • Enrich missing contact data automatically via Apollo
  • Bulk-import records from a spreadsheet
  • Manage every third-party connection — and see what’s active — from one screen

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Viewing Your Connections

The landing page splits into two sections:
  • Active Connections — integrations already set up, each showing a green Connected badge, the number of accounts connected (for Google/Outlook), and a View Details → link
  • Available Connections — integrations you haven’t connected yet, each with a Connect → button
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Use the search bar to find an integration by name, or the category dropdown to filter by type.

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Connecting HubSpot or Salesforce

Click Connect → on either row:
  • HubSpot authorizes through OAuth
  • Salesforce connects via an OAuth Connected App, with sandbox support for testing before you go live
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Once connected, open View Details to configure:
  • Data Syncing — toggle Sync Automatically on/off, and control direction independently: HubSpot/Salesforce → Quantum Heaps, Quantum Heaps → HubSpot/Salesforce, or both
  • Sync History — a full log of every sync: type, trigger, status, start/completion time, and record summary
  • Sync Manually — trigger an on-demand sync anytime, instead of waiting for the schedule
  • Field Mappings — three tabs (Contact, Account, Opportunity), each showing a “Columns Mapped X/Y” badge. Use + Map more Fields to add mappings, or the red × on any row to remove one
The page header also shows your Portal ID and the OAuth token’s expiry countdown, with a Disconnect button if you need to remove the connection.

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Connecting Google or Outlook

Click Connect → and complete the OAuth flow for Gmail/Google Workspace or Microsoft Outlook. Once connected, this enables:
  • Sending and receiving email directly from the Conversations module
  • Syncing calendar meetings automatically
  • The connected address becoming selectable in the From dropdown when composing email
Open View Details to manage:
  • Your Channels — per-account toggles for Sync Emails, Sync Meetings, and Allowed for Sequencing (Zoom-based channels only show Sync Meetings)
  • Allowed Members — add teammates who should have access to this channel
  • Add New — connect additional accounts for the same provider
  • Admin tab — enter a JSON schema to customize data added to the conversation channel

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Connecting Apollo for Enrichment

Click Connect → and authorize. Apollo’s detail page mirrors HubSpot’s layout, with one addition — a Data Enrichment section where you toggle enrichment Active/Inactive, see the last synced date, and review past runs in Enrichment History. Once active, missing email addresses and phone numbers on your contacts get filled in automatically.

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Bulk Importing with File Import

Click Connect → on the File Import row, then:
  1. Choose Data Type — Opportunities, Accounts & Contacts, or Accounts & Opportunities
  2. Upload File — CSV, XLSX, or XLS, up to 5 MB
  3. Map Fields — this button stays greyed out until a file is uploaded; once active, match your file’s columns to Quantum Heaps fields and complete the import