What you'll do

Connect the third-party services that power bookings, CRM sync, and email sending for your Tenlo products. This article covers Calendly (used by the Sales Assistant), HubSpot, Pipedrive, and Tenlo's built-in native CRM.

Before you start

  • You need Sales Outreach or Conversational Sales Assistant enabled to access CRM integrations.
  • Calendly is only relevant if you have Conversational Sales Assistant enabled.
  • Have your API tokens and account credentials at hand before you start.

Steps

Calendly

Calendly powers automatic booking offers inside the Sales Assistant widget. When a lead qualifies, the widget surfaces a booking link — confirmed Calendly events sync back to your Bookings tab.

Connect:

  1. Go to Sales Assistant → Settings tab.
  2. Scroll to the Calendly card and click Connect Calendly.
  3. You'll be redirected to Calendly's authorization page. Sign in and grant Tenlo access.
  4. After redirecting back, you'll see a dropdown of your Calendly event types. Select the meeting type you want to offer (e.g. "30-min intro call") and click Select.

Verify:

The Calendly card shows Connected with your selected event type. Run a test conversation in the widget — when the assistant decides to offer a booking, the Calendly scheduling URL should appear in the chat.

Common errors:

  • "Calendly connection failed: authorization session expired" — The OAuth state window timed out (>10 minutes between clicking Connect and completing authorization). Click Connect Calendly again.
  • Event type dropdown is empty — Your Calendly account has no active event types. Log into Calendly, create at least one active event type, then return and click Refresh Event Types.
  • Bookings not appearing — The Calendly webhook is registered on connect. If bookings stop syncing, disconnect and reconnect to re-register the webhook.

HubSpot

HubSpot integration syncs qualified leads (from the Sales Assistant) and enrolled prospects (from Sales Outreach) into your HubSpot CRM as contacts and deals.

Connect:

  1. Go to Settings in the top nav (global account settings).
  2. Find the CRM Integrations section and open the HubSpot card.
  3. In HubSpot, generate a Private App token with scopes: crm.objects.contacts.write, crm.objects.deals.write, crm.objects.contacts.read.
  4. Paste the token into the Access Token field. Optionally add your HubSpot Portal ID.
  5. Click Connect HubSpot.

Verify:

The card shows Connected with your Portal ID and the date connected. Enroll a test lead in the Sales Assistant or Sales Outreach, then check HubSpot — a new contact and deal should appear within a few seconds.

Common errors:

  • "Connection failed" — Double-check that the token has all three required scopes. HubSpot Private App tokens are scope-specific; a token created for marketing automation won't have CRM write access.
  • Contact created but no deal — Deals require the crm.objects.deals.write scope. Regenerate the token with all three scopes and reconnect.
  • Token expired — HubSpot Private App tokens don't expire automatically, but if you rotated the token in HubSpot, paste the new one and click Connect again to overwrite the saved credential.

Pipedrive

Pipedrive integration works the same way as HubSpot — leads and prospects sync as persons and deals in your Pipedrive pipeline.

Pipedrive is a legacy integration. If you're starting fresh, Tenlo's Native CRM (below) is included in your subscription at no extra cost and requires no API tokens. Consider migrating existing Pipedrive customers to the Native CRM rather than adding new ones.

Connect:

  1. Go to Settings in the top nav.
  2. Find the CRM Integrations section and open the Pipedrive card.
  3. In Pipedrive, go to Personal Preferences → API and copy your Personal API Token.
  4. Paste it into the API Token field. Optionally add your Pipedrive company domain (e.g. acme.pipedrive.com).
  5. Click Connect Pipedrive.

Verify:

The card shows Connected with your company domain and the date connected. Trigger a test sync by enrolling a new lead, then check Pipedrive for a new person and deal.

Common errors:

  • Sync stopped after password change — Pipedrive's Personal API Token invalidates when you change your Pipedrive password. Generate a new token in Pipedrive and reconnect.
  • "Connection failed" with a valid token — Confirm you're using a Personal API Token, not an OAuth app token. The field expects the simpler personal token format.

Native CRM

Tenlo's native CRM is built in — no external account or token required. It stores every lead, deal stage, and interaction from the Sales Assistant and Sales Outreach directly in your Tenlo account.

Connect:

Nothing to connect. The native CRM is active by default for all businesses. Any lead that enters via the Sales Assistant widget or a Sales Outreach sequence is automatically tracked.

Access it:

Navigate to your Sales Assistant or Sales Outreach dashboard — leads and their deal stages are visible on the Leads tab. Deal stage advances automatically when a Calendly booking is confirmed.

Common errors:

  • Leads visible in the native CRM but not syncing to HubSpot/Pipedrive — Check that the external CRM is still connected under Settings → CRM Integrations. A disconnected token silently stops syncing without deleting existing records.

Read the full chapter

Each product's integration story has its own deeper chapter on docs.tenloai.com:

Still stuck?

Try the Ask AI chat — it has the latest troubleshooting answers, or email support@tenloai.com.