Integrations

Connect the tools your team already uses.

See what each connection shares, how it works, and what you need before getting started.

Phone calls

Zoom Phone

What it shares: Eligible completed call recordings, transcripts, and call details into MoreSignal.
How it connects: Automatic import after an administrator connects the Zoom account and enables the required recording permissions.
Before you start: Requires access to recordings in the connected Zoom account.

Meetings

What it shares: Supported recordings and transcripts from completed Teams conversations into MoreSignal.
How it connects: Imports through the configured Teams account workflow after the conversation is complete.
Before you start: Recording, transcript availability, and account permissions determine which conversations can be imported.

Meetings

What it shares: Completed meeting transcripts, meeting details, and available recording references into MoreSignal.
How it connects: Automatic delivery after an administrator configures the Fathom connection for completed meetings.
Before you start: Requires a Fathom account with access to the meeting data being shared.

In-person conversations

What it shares: Completed in-person conversations into the same workspace as phone and video calls.
How it connects: Each participating rep connects their Fieldy account; completed conversations arrive through the supported connection.
Before you start: Fieldy hardware and subscriptions are purchased separately.

Custom automations

What it shares: Call details and supported recording or transcript references from another tool into MoreSignal.
How it connects: An administrator builds the Zap and maps the required fields. Delivery then follows that automation.
Before you start: MoreSignal Enterprise includes Zapier and API access. A separate Zapier plan may be needed.

CRM

What it shares: Scored-call history and supported buyer insights into HubSpot.
How it connects: Connect HubSpot and configure the records and fields used by the sync.
Before you start: Requires HubSpot access and compatible record mapping; confirm your planned sync during setup.

CRM · Confirm availability

What it shares: Discuss the call insights and CRM fields your team needs before planning a Salesforce workflow.
How it connects: Availability and field mapping must be confirmed for your specific implementation.
Before you start: Contact us to confirm scope and plan requirements before rollout.

Phone and messaging

What it shares: Call recordings and attribution from configured tracking numbers, plus supported messaging workflows.
How it connects: Configure the Twilio account, phone numbers, forwarding, and recording settings for your workflow.
Before you start: Phone numbers and provider usage can have separate charges. Confirm the setup and costs for your use case.

Not sure which connection fits? Tell us where your conversations are recorded and we’ll help you confirm the setup.