Integrations
In the tools you already use
Billy works where your team works: in your CRM, your team chat, and your email and calendar.
Your CRM
Add people to your CRM with their company, checked against what is already there.
- Add a person from their profile, a whole list, or an answer from Billy.
- Bluelake checks your CRM first, asks you when it is not sure, and fills only what is empty.
- Your team's manager connects the CRM once, and can try it in Test mode before anything is written.
- Billy reads your CRM when you ask: opportunities, people and notes.
Your team chat
Ask Billy in your team chat, just like in Bluelake.
- Anyone on your team can add Billy to your workspace; your admin may have to approve it.
- Each member connects their Bluelake account once, from a private link Billy sends them.
- Billy answers in a direct message or when mentioned in a channel. It never writes first.
Your email and calendar
Billy reads your emails and calendar when you ask, and prepares email drafts. It never sends anything.
- Your mailbox stays yours: nobody else on your team sees it.
- Billy writes email drafts, one per person, and leaves the sending to you.
- You can disconnect at any time.
Using other tools? Tell us which ones.