Alex Morgan
to Jamie · 10:32 AM
Hi Jamie, we’re reviewing our supplier process this quarter. Thursday would work for us. Could you share how your service works?
Integrations
Integrations
Connect the tools around the relationship
Connect HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive or Monday.com.
Your CRM
Contacts and companies
Your connected records
Two-way sync
Read and write
Records and supported activities flow both ways
Lineer
Your workspace
Use the same data for outreach
CRM connections
Find the setup and capabilities of each CRM connection below.
Mail connections
Keep provider accounts connected to your workspace.
Workspace context
Use the connected records in views, agents and reports.
In your workflow
Record ownership
Keep workspace data separate when working across clients. Connected mailboxes retain their caps and sending windows. Use the API and MCP server for workflows beyond the listed integrations.
Jamie’s mailbox · Example data
Inbox2Sent24Drafts1Archive8
Supplier reviews at Northstar
You · via Supplier outreachYesterday
Hi Alex,
I saw Northstar coordinates suppliers across regional sites. How does your team handle supplier reviews today?
Jamie
Getting started
01
Choose your CRM
Connect HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive or Monday.com.
02
Bring the records together
Use your integration’s configuration to connect the data your team works with.
03
Connect the mailbox
Use Gmail or Outlook for the correspondence around those records.
04
Configure the agent
Choose the audience and available tools before starting outreach.
Find your connection.
Keep exploring
See how it fits your work
Walk through your records, mailboxes and approval process with the Lineer team.