IntegrationsProjects and CRM

Projects and CRM

Connect ClickUp, Linear, or Attio for project and customer context. Several other CRMs and project tools are coming soon.

Project and CRM connections help Simplora pull tasks, issues, and customer records into meetings.

Available now

From Integrations:

  • ClickUp — tasks, lists, and spaces (Projects)
  • Linear — issues, projects, and comments (Projects)
  • Attio — records, people, companies, and deals (CRM)

Connect each from Account settingsIntegrations, then the Projects or CRM category.

Coming soon

These appear in the catalog with a soon label. You cannot connect them yet:

  • Jira
  • Asana
  • Salesforce
  • HubSpot

Do not plan a workflow on a coming-soon app. Use ClickUp, Linear, or Attio today, or request a feature.