Connected actions
Connect and configure Integrations
Connect Calendly, Cal.com, Jobber, Slack, HubSpot, Mailchimp, and Google Sheets so Harlo can schedule meetings, notify your team, create CRM records, and export captured leads.
Covered in this guide
Before you finish
Confirm the provider is connected and shows the expected account or workspace.
Choose exactly which Harlo widget agents can use the integration action.
Run a realistic lead capture or booking test before relying on the integration in production.
Provider guides
Choose the integration you want to configure
Scheduling
Calendly
Let Harlo offer Calendly booking links when a visitor asks to schedule a meeting, consultation, demo, estimate, or follow-up call.
Scheduling
Cal.com
Use Cal.com event types as booking options when Harlo detects that a visitor wants to schedule time with your team.
Service requests
Jobber
Send qualified service-business leads from Harlo into Jobber so your team can follow up on quote, job, and service requests.
Team notifications
Slack
Post lead capture notifications into Slack channels so sales, support, or operations can follow up where they already work.
CRM contacts
HubSpot
Create or update HubSpot contacts from captured Harlo leads so CRM follow-up has the visitor's details and context.
Audience sync
Mailchimp
Add captured Harlo leads to a selected Mailchimp audience for newsletters, nurture campaigns, or post-inquiry follow-up.
Lead export
Google Sheets
Append captured Harlo leads to spreadsheet rows with columns for contact details, source context, and each configured lead capture question.
Workflow
Follow the setup step by step
Open Integrations
Go to Dashboard -> Integrations. The page shows all available providers, connection status, configured actions, last successful run, and recent integration errors.
Connect a provider
Choose Connect on the provider card and complete the provider's OAuth flow. Harlo stores encrypted credentials and returns you to the Integrations page when the provider authorizes successfully.
Configure the action
Expand Configure on the connected provider. Select the widget agents that should use the action, set the success and fallback messages visitors may see, and complete any provider-specific fields such as event types, Slack channel ID, Mailchimp audience, or Google Sheets target.
Save and test
Save the configuration, then test from the widget with a realistic visitor question. For booking integrations, ask to schedule. For lead integrations, complete lead capture with the fields your team expects.
Monitor results
Review the provider card for last success, last error, and configured actions. Captured leads, conversations, and integration run history help confirm whether the action completed or failed.
Reference
Key areas to understand
Workspace connection
Connect the provider once from Dashboard -> Integrations. Harlo stores encrypted OAuth credentials and shows the connected account, status, last successful run, and recent integration errors on the provider card.
Agent-level enablement
After a provider is connected, choose which widget agents can use it. This lets sales, support, operations, and service agents trigger different actions without sending every lead to every provider.
Success and fallback messages
Each provider action has a success message and fallback message. Use these to tell visitors what happened when Harlo offers a booking link, creates a record, posts a notification, or cannot complete the action automatically.
Provider-specific pages
Use the integration cards below for detailed setup, required fields, testing instructions, and troubleshooting notes for each provider.