People.ai

Sync your CRM, ingest data, and connect AI assistants.

Integrations

This article provides installation and configuration guidance to configure Backstory inside Salesforce.

Salesforce Integration

Connect a custom Salesforce field to Backstory so its data appears in-app.

Map a Custom Salesforce Field to Backstory

Troubleshooting: Common Salesforce Error Messages

Creating “Your Backstory” app page for Manager and Sales Rep Components

A guide for security administrators to configure People.ai. Includes IP ranges for your firewall allow list, details on how our Salesforce apps work (ClosePlan, Canvas, PeopleGlass), and information on authentication…

Configure Security Settings for People.ai Integration

Common permission errors that users may encounter

Common Permissions Errors

Fix the Salesforce OAuth errors for Backstory Connected Apps.

Comply with New Salesforce Policies for Connected App Access

Fields Backstory Updates in Salesforce

Add Sheets to Salesforce

Information regarding the Backstory Managed Package with Salesforce

Backstory Salesforce Managed Package Overview

Microsoft Dynamics Integration

CRMs

Learn how to install the Backstory Google Workspace Marketplace app, which enables admins to control user provisioning for data processing.

G Suite Integration & User Provisioning

Bring LinkedIn messages into Backstory to unlock richer sales insights.

LinkedIn Sales Navigator Integration

Learn how to set up Slackbot to categorize meetings and sync information back to your CRM.

Slackbot for Meeting Categorization

Connecting Backstory and G Suite

Validating Backstory Data

Connecting Backstory and Zoom

Steps for Integration between Backstory and Microsoft Teams

Connecting Backstory and Microsoft Teams

Integration with Cadence Tools

Gong Integration

Integrate your Microsoft Office 365 email and calendar with Backstory.

Microsoft 365 Integration

Enabling the integration between Backstory and Webex

Connecting Backstory and Webex

Connecting Backstory and Google Meet

Connecting Backstory and Slack

Data Ingestion

Understand how to set up a SAML integration in Backstory using Okta as the identity provider.

SAML Setup with Okta

Configuring SAML with Okta

Common questions about how PeopleGlass handles security and privacy

Common Security and Privacy Questions

Single Sign On

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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