Microsoft 365
Outlook, SharePoint and OneDrive have dedicated integrations; Teams uses a different route.
Explore Microsoft 365Integrations
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Gen8
Source: Integrations
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Integrations
Which systems, which route, and how proven that route is today.
An integration is more than a logo. For each system, we explain what it can do, the permissions and data involved, and where approval is needed. Every page names the route: native, configured, beta, MCP or custom. We only call a route proven once a second implementation demonstrates it.
CRM and follow-up
Prepare proposed updates to contacts, deals and activities, from email and conversations.
Explore HubSpotGoogle Workspace
Email, calendar and files as the foundation for your workflows.
Explore Google WorkspaceDocuments, Knowledge
Connecting documents and knowledge
Use SharePoint, Google Drive and OneDrive documents as sources without bypassing source-system permissions.
Email, Sales
Email to CRM
What a workflow reads from the mailbox and proposes in the CRM, with the permissions and approval involved.
Email
Gmail integration
What a workflow reads and prepares in Gmail, how narrow access is and why sending remains human work.
Email, Documents
Google Workspace integration
What a workflow can do with Gmail, Drive, Docs, Sheets and Calendar, and the permissions and approval involved.
Sales
HubSpot integration
Which HubSpot objects a workflow reads and proposes to change, the permissions needed and where approval applies.
Website, Reporting
Marketing data into action
Search Console and Analytics as read sources: what data, what boundaries and who decides on action.
MCP, API and custom development
Three routes to a system without a ready-made integration, with their permissions and boundaries.
Meetings, Sales
Meeting to CRM and follow-up
What a workflow extracts from a meeting transcript, what reaches the CRM, and why consent comes first.
Email, Documents
Microsoft 365 integration
Outlook, SharePoint and OneDrive have their own integrations; Teams does not. What that means for permissions and approval.
Determine how two systems can be reached
Plan01Systems identified from the process question: Exact and Microsoft Teams
Action02Checked what exists: Exact has a dedicated Gen8 integration, Teams does not
Action03Route chosen for each side: configure Exact, MCP or custom work for Teams
Action04Checked permissions and scope on each side, and where approval is required
Reflect05A dedicated integration shows what is feasible, not that the route is proven
Route proposal ready · you decide whether this route is set up