Connect your stack.
Palatai works with what you use.
Bidirectional sync with your CRM, email, calendar, and file storage. Or use Palatai's native tools — no other software required.
Your tools, connected.
Palatai syncs with the platforms you already use. Data flows both ways — your AI team reads from and writes back to your existing systems.
Your AI team works inside HubSpot without you switching tabs. Contacts, companies, and deals sync bidirectionally. Marketing activities from Palatai log automatically in HubSpot timelines.
Enterprise-grade bidirectional sync via OAuth 2.0 with automatic token refresh. Contacts, opportunities, and activity logs flow between Salesforce and Palatai in real time.
Popular with agencies using GHL as their CRM. Contacts and pipeline opportunities sync bidirectionally. Location-aware API support for multi-location accounts.
Calendar integration powers meeting intelligence -- every event with external attendees gets a pre-meeting brief. Email via AgentMail. Google contacts stay in sync.
Your AI marketing team writes the campaigns. SendGrid sends them. Opens, clicks, and engagement data flow back into Palatai for customer health scoring and reporting.
All AI outputs automatically synced to Google Drive. Client deliverables land in shared folders. Reports, blog drafts, and research documents are always accessible outside Palatai.
Agent output creates real Google Docs -- shareable, editable, collaborative. Blog drafts, proposals, and reports become living documents your team and clients can work with.
Campaign creation, ad creative testing, and performance monitoring via the Meta Ads API. Your AI media buyer creates campaigns (always paused), tests variants, and reports on results across Facebook and Instagram.
Or use Palatai's built-in tools.
No external CRM, email platform, or meeting tool required. Palatai includes everything your AI team needs to operate — out of the box.
Native CRM
Contacts, deals, pipeline, activities -- no external CRM needed. Full deal tracking with stage management, activity logging, and pipeline health scoring.
Native Email
AgentMail with custom domain support. Your AI team sends emails from your domain, not a generic address. Transactional and marketing email built in.
Meeting Intelligence
Google Calendar integration with automatic meeting transcription, AI analysis, task creation, and follow-up drafting. No third-party meeting tool required.
Vault
Every AI output stored and searchable. Blog drafts, reports, research, ad creative, proposals -- all in one place with version history.
Your stack or ours.
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See all 35 AI processesworking in your business within 24 hours. Bring your existing tools or use Palatai's native stack.
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