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Documentation Index

Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt

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Continuum works best when it connects to the tools you already use. Integrations eliminate double data entry, keep your systems in sync, and let information flow seamlessly between platforms.

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Why Integrations Matter

Every integration you connect makes Continuum more powerful and your workflow more efficient. What integrations do:
  • Automatically populate your meetings from your calendar
  • Sync contacts and households between your CRM and Continuum
  • Push meeting summaries and tasks back to your CRM with one click
  • Track email correspondence alongside meeting history
Think of integrations as bridges that connect your tools. The more bridges you build, the less manual work you do.

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Setting Up Your First Integration

Connecting an integration takes just a few minutes. To connect an integration:
  1. Go to Settings > Integrations
  2. Find the platform you want to connect
  3. Click Connect
  4. You’ll be taken to that platform’s login page
  5. Sign in and authorize Continuum to access your data
  6. Choose your sync preferences
  7. Click Save and you’re done
What happens next: Continuum immediately starts syncing data. For calendars, your meetings appear within minutes. For CRMs, you’ll be able to import contacts and start pushing meeting data right away. You’ll see a confirmation message when the initial sync completes.
Test with one meeting first: When you first connect your CRM, push one meeting to test the sync. Make sure it appears correctly in your CRM before pushing more.

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Calendar and Email Integration

Connecting your calendar is the foundation of using Continuum effectively. What calendar integration does:
  • Imports all your scheduled meetings automatically
  • Detects video conferencing links (Zoom, Teams, Meet)
  • Sends pre-meeting notifications
  • Updates when meetings are rescheduled or canceled
  • Shows meeting attendees and details
  • Displays email threads to contact profiles in chronological order
  • Helps the AI understand your complete relationship with clients
Privacy note: Continuum only shows emails related to people in your contact database. We don’t sync or display unrelated emails.
Calendar Settings1 Setting up calendar sync:
  1. Go to Settings > Integrations
  2. Find the Calendar and Email section
  3. Click Connect on your email provider (currently Outlook)
  4. Sign in and grant permissions for both calendar and email access
  5. Configure your sync preferences
Supported calendar platforms include: Google Calendar, Microsoft Outlook, Apple Calendar.
Once connected, you’ll see a green “Connected” badge with your email address displayed. Sync preferences: Calendars: If you have multiple calendars in your account, you’ll see them listed here with toggles. Turn on the calendars you want Continuum to sync (work calendars, shared team calendars, etc.) and turn off personal calendars or ones you don’t need. Email sharing: Control how much of your email data is shared with your workspace. Choose one of three privacy levels:
  • Private (default) - We won’t share any email data with your workspace. Only you can see your emails.
  • Subject line and metadata - We’ll share the subject, participants, and timestamp with anyone in your workspace. Email content remains private.
  • Full access - Everything is shared with your workspace, including the body, subject line, and attachments. Use this for full team transparency.
Troubleshooting calendar sync: If meetings or emails aren’t appearing, check that:
  • You’ve granted both calendar and email read permissions
  • The correct calendars are toggled on in your settings
  • Your Mail Status and Calendar Status both show “Synced” in green
  • Continuum has been given enough time to complete the initial sync (usually 5-10 minutes)
  • The meeting has a video link or multiple attendees (for meeting detection)
Tip: If you see a status other than “Synced,” try clicking the settings menu and selecting “Refresh connection.”
Once connected, Continuum continuously syncs to stay up-to-date with any changes to your schedule, including new meetings, time changes, cancellations, and new email correspondence with your contacts.

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CRM Integration

Connecting your CRM creates a powerful two-way sync between Continuum and your client database. What CRM integration does:
  • Lets you import contacts and household structures via People > + New Contact > Import from CRM
  • Syncs contact information both ways
  • Let’s you push meeting summaries and tasks to your CRM with one click
  • Syncs tasks between systems
Setting up CRM sync:
  1. Go to Settings > Integrations > CRM
  2. Select your CRM platform
  3. Sign in and authorize Continuum
  4. Configure what data should sync
  5. Set sync direction (one-way or two-way)
What gets synced:
  • Contact names, emails, phone numbers
  • Household structures and relationships
  • Contact status (prospect, active client, etc.)
  • Custom fields (if configured)
  • Meeting summaries (when you click Push to CRM)
  • Tasks and action items
Syncing meetings to your CRM: After generating a meeting summary, click the Push to CRM button at the top of the meeting page. Continuum creates a record in your CRM with:
  • Meeting summary organized by your template
  • Notes you added before and during
  • Tasks with due dates and assignees
  • Meeting metadata (date, time, attendees)
CRM sync frequency: Continuum syncs with your CRM automatically. Contact updates every 15 minutes.

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Disconnecting an Integration

Need to disconnect an integration? You can do it anytime. To disconnect:
  1. Go to Settings > Integrations
  2. Click on the connected integration
  3. Click Disconnect
  4. Confirm you want to disconnect
What happens when you disconnect:
  • Calendar - Future meetings stop syncing, but captured meetings remain in Continuum
  • CRM - Contact data in Continuum is preserved, but new changes won’t sync
  • Email - Email history remains visible, but new emails won’t sync
You can reconnect at any time, and syncing will resume.

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Troubleshooting Integrations

Calendar not syncing:
  • Check that you granted calendar read permissions
  • Verify you selected the right calendar
  • Wait 10 minutes for the initial sync to complete
  • Try disconnecting and reconnecting
CRM sync errors:
  • Ensure you have appropriate permissions in your CRM
  • Check for required fields that might be missing
  • Look for duplicate contacts causing conflicts
  • Review field mapping if using custom fields
  • To import contacts from your CRM, go to People > + New Contact > Import from CRM — contacts don’t sync automatically
Emails not appearing:
  • Confirm you granted email read permissions
  • Check that emails are with contacts in your Continuum database
  • Email sync can take 15-30 minutes for the first sync
Still having issues? Contact our support team on support@oncontinuum.com. Include which integration is having issues and what error message you’re seeing (if any).

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Enterprise Integrations

Organizations on Enterprise plans can access additional integration options. Single Sign-On (SSO): Let your team log into Continuum using your organization’s SSO provider (Okta, Azure AD, etc.) Custom integrations: Work with our team to build custom integrations with proprietary systems or internal tools. Advanced CRM features:
  • Custom object syncing
  • Workflow automation
  • Advanced field mapping
  • Real-time bidirectional sync
Contact your account manager to learn more about Enterprise integration options.

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Coming Soon

We’re constantly adding new integrations based on user feedback. Integrations in development:
  • Additional CRM platforms
  • Document management systems
  • Scheduling tools
  • Communication platforms
Want to see a specific integration? Let us know by clicking Request Integration in Settings > Integrations, or contact our support team.