Integrations
Integrations
Alpheous connects to the tools your firm already runs on. Each connection gives the agents the context they need to do useful distribution, intelligence, and operations work: reading your CRM, watching your calendar, pulling meeting transcripts, indexing your internal knowledge, and discovering advisor and firm intel from public sources. Nothing goes out to an advisor, a prospect, or an LP without your approval.
The table below lists every tool wired into Alpheous today and the job it does for your firm.
| Tool | What It Does for Your Firm |
|---|---|
| HubSpot | Your CRM of record for advisor, firm, and prospect context, kept in sync with Alpheous in both directions |
| Slack | Where every agent talks to you, posts approval cards, and sends digests |
| Gmail | Inbound mail triage and outbound draft email for your principal mailbox |
| Google Calendar | Today's meetings, attendees, and prep windows for pre-meeting briefings |
| Notion | Internal pages and playbooks indexed into the Knowledge Base |
| Fireflies | Call and meeting transcripts for post-meeting summaries and follow-up drafts |
| Advisor and firm intel for prospecting, plus the voice and DM channel for outbound |
Each page below explains what the agents do with the connection and how to confirm it is live.