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Continuum is most powerful when it’s connected to the rest of your workflow. Integrations let your calendar populate your meetings, your email surface alongside contacts, and your CRM stay in sync with the notes and tasks Continuum produces — without copy‑paste. This page covers everything that’s the same across every integration: where to find them, how to connect one, what the status badges mean, and how to disconnect. Each integration also has its own page with the configuration options specific to that provider.
Integrations are configured from the desktop and web app. The mobile app shows the data your integrations bring in (meetings, contacts, etc.) but doesn’t currently have screens for connecting or managing integrations themselves.

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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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Where to find your integrations

Open Settings > Integrations from the left sidebar. You’ll see a grid of every integration available to your workspace, grouped into categories:
  • Email & Calendar — Google, Microsoft
  • CRM — Salesforce, HubSpot, Microsoft Dynamics 365, Wealthbox, Cloven, Zoho CRM, Equisoft, Act!
  • Financial Planning — additional planning tools (rolling out)
Use the category tabs at the top to narrow the list, or the search bar to jump to a specific provider. Integrations you’ve already connected appear at the top of the grid so they’re easy to find again.
Equisoft and Laylah are available based on your country. If you don’t see an integration you expect, it may not be offered in your region yet.

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How a connection works

Every integration follows the same connect flow, regardless of category.
1

Click Connect on the integration tile

A confirmation dialog appears showing the integration name and a list of permissions Continuum will request from that provider.
2

Authorize with the provider

A popup window opens to the provider’s login page (Google, Microsoft, Salesforce, etc.). Sign in and approve the requested permissions. A few integrations don’t use a popup — Act! uses an in‑app form, and Microsoft Dynamics 365 shows an instance picker after sign‑in. The per‑integration pages call these out.
3

Confirm and configure

Once you’ve authorized, the popup closes and the tile updates to show a green Connected badge. Click Manage on the tile any time you want to change settings, see sync status, or disconnect.
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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Status badges

Every integration tile shows its current state at a glance:
  • Connected (green) — authorized and syncing normally. For providers that support multiple accounts (Google, Microsoft), this badge shows the account count (e.g., “2 Accounts Connected”).
  • Needs attention (amber) — at least one part of the integration has stopped syncing (for example, your Google account is connected but its email sync expired). Open Manage to see exactly which piece needs reconnecting.
  • Not Connected (grey) — never connected, or disconnected and not reconnected yet.
When something needs attention, you’ll also see a banner at the top of the Home and Meetings pages reminding you to reconnect. The banner links straight to the integrations grid.

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Managing a connected integration

Click Manage on any connected tile to open its settings. Every settings dialog includes:
  • Connection details — the account(s) you authorized with, and when each was connected
  • Sync status — current state and last sync timestamp for each capability (email, calendar, or CRM sync)
  • Reconnect — refresh the authorization without losing your settings (useful after a password change or expired token)
  • Disconnect — remove the connection
Integrations that have additional options (which calendars to include, how to share email, which CRM object to use for notes, etc.) show those options in the same dialog. See the page for the specific integration for details.

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Multiple accounts per provider

Google and Microsoft both support multiple accounts on the same workspace — useful if you have a personal and work calendar, or you want to bring in a shared mailbox alongside your own. Click Manage and then Add account to connect another, and the Manage dialog will list each account separately with its own status and toggles. There is a per‑workspace cap on how many accounts can be connected at once. If you hit the cap, the Connect button is disabled and the tile tells you the maximum.

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Disconnecting

To disconnect: open Settings > Integrations, click Manage on the tile, then click Disconnect at the bottom of the dialog. For multi‑account integrations, you can disconnect a single account without removing the others. What’s kept when you disconnect:
  • Meetings, notes, and transcripts captured while the integration was active stay in Continuum.
  • Contacts previously imported from a CRM stay in Continuum — they just won’t update going forward.
  • Emails already linked to contacts remain visible; new emails won’t sync.
You can reconnect the same integration at any time and syncing will resume.

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Troubleshooting

Most integration issues show up as a Needs attention badge or missing data (“my meetings aren’t appearing”). A few things to check before reaching out:
  • Has the authorization expired? If the badge is amber, click Manage to see which capability stopped syncing and reconnect it.
  • Did you grant the right permissions? Some providers prompt for granular scopes — if you unchecked one, reconnect and approve them all.
  • Has enough time passed? Initial sync can take 5–10 minutes for calendars and up to 30 minutes for large CRMs.
  • Is the data in scope? Continuum syncs the calendars, mailboxes, and contacts the provider exposes to you — personal calendars or contact lists you don’t have access to won’t appear.
Still stuck? Email support@oncontinuum.com with the integration name and what you’re seeing.

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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. Want to see a specific integration? Let us know by contacting our support team on support@oncontinuum.com.