Integrations
Connect email, telephony, ERP, and other systems to Factory Labs.
Factory Labs integrates with email providers, phone systems, ERP platforms, and more. Configure integrations from Settings → Integrations.
Active Connections
The top of the page shows your currently active connections with their status and last activity time.
Connect your email to sync conversations with contacts and log activity automatically.
| Provider | Protocol | Setup |
|---|---|---|
| Gmail | Google OAuth | Authorize your Google Workspace account |
| Outlook | Microsoft Graph | Authorize your Microsoft 365 account |
Email integration enables:
- Automatic activity logging for sent/received emails
- Email threading on contact and opportunity records
- Inbound case creation from email
Telephony
Enable click-to-call and automatic call logging.
| Provider | Features |
|---|---|
| Twilio | Click-to-call, call recording, real-time transcription, AI analysis |
| Masergy | Click-to-call, call logging |
| Aircall | Click-to-call, call logging |
| RingCentral | Click-to-call, call logging |
| Nextiva | Click-to-call, call logging |
Telephony features include:
- Click-to-call from any contact or account record
- Call disposition codes
- Real-time call transcription (Twilio)
- AI-powered post-call analysis with action items
ERP Systems
Connect your ERP for real-time order, pricing, and inventory data. Requires an Enterprise plan.
| System | Protocol | Capabilities |
|---|---|---|
| SAP S/4HANA | OData V4 | Orders, pricing, inventory, customer KPIs |
| Oracle NetSuite | SuiteTalk REST | Orders, pricing, inventory, customer KPIs |
| Microsoft Dynamics 365 | Dataverse REST | Orders, pricing, inventory, customer KPIs |
| Infor CloudSuite (SX.e) | REST / Ion | Orders, pricing, inventory, customer KPIs |
ERP data is available in the UI, API, and through MCP tools for AI agents.
Lakehouse
Factory Labs is a lakehouse-native CRM. The Lakehouse stack adds four streams between Factory and your warehouse — see the Lakehouse Overview for the full architecture.
| Platform | Federated reads | Delta Sharing publish | MCP (in/out) | Vector Search RAG |
|---|---|---|---|---|
| Databricks | ✓ Setup | ✓ Setup | ✓ Inbound · Outbound | ✓ Setup |
| Snowflake | ✓ Setup | ✓ Setup | ✓ Inbound (via Custom MCP) | — |
Federated reads expose warehouse tables as governed AI Assistant skills with no data movement. Delta Sharing publish mirrors CRM facts back to your lake every ~15 minutes as Delta tables. MCP runs both ways — register Databricks Genie or any MCP server as a skill (inbound), or let Claude / Cursor / Mosaic AI agents drive Factory (outbound). Vector Search RAG federates retrieval to an existing Databricks Vector Search index without re-embedding.
The full security model — query-guard, AES-256-GCM credential encryption with per-tenant HKDF keys, schema-per-tenant isolation, instant recipient revocation — is documented in Lakehouse Governance.
Salesforce Migration
Factory Labs includes a dedicated Salesforce migration wizard that:
- Connects to your Salesforce org via OAuth
- Analyzes your objects, fields, and record counts
- Maps Salesforce fields to Factory Labs's schema
- Bulk-imports records with relationship preservation
Access the wizard from the Salesforce Migration banner on the integrations page, or directly at Settings → Integrations → Salesforce.
Other Integrations
Additional integrations are on the roadmap:
- Messaging: Slack, Microsoft Teams
- Video: Zoom, Google Meet
- Billing: Stripe, QuickBooks
- Documents: DocuSign, PandaDoc
- Marketing: HubSpot, Mailchimp
- Automation: Zapier, Make
- Developer: Webhooks, REST API, MCP Server