Integrations
Org admins configure third-party services under Settings → Integrations. Keys are AES-256-GCM encrypted at rest in org_settings — never stored in plain text in the database.
Predylo falls back to environment variables (.env) when a key isn’t in the database, but self-service setup in the UI is recommended for multi-tenant teams.
Who can configure integrations?
Owners and admins only. Members use integrations (dialer, email, AI) but cannot view or edit keys.
Available integrations
| Integration | Purpose |
|---|---|
| Claude (Anthropic) | ICP scoring, drafts, intel briefs, post-call summaries, help assistant |
| OpenAI | Whisper transcription for call recordings |
| Serper | Web and news search for company research |
| Redrob | Company and people sourcing (India-focused) |
| Apollo | Lead enrichment and Campaigns V2 sourcing |
| Resend | Outbound email and reply webhooks |
| Twilio | Browser dialer, recording, transcription pipeline |
| Slack | Channel notifications for assignments and mentions |
| Telegram | Optional nightly lead alerts |
| HubSpot | CRM sync for contacts and deals |
| RocketReach | Optional phone number enrichment |
| Inbound email | Discovery queue from forwarded emails |
Each integration card shows required fields, placeholders, and a Test button where applicable.
Slack webhook setup
Slack posts help your team see Predylo activity without opening the app.
What Slack receives
When configured, one message per event posts to your channel for:
- Task assigned — Someone assigns a reminder to a teammate
- Lead assigned — Ownership changes
- @Mentions — Teammate tagged in lead discussion
- Comments — New team discussion comment on a lead
Messages include title, body preview, and context — not full lead PII dumps.
Configure Slack
- In Slack, create an Incoming Webhook for your desired channel:
- Slack app settings → Incoming Webhooks → Add to Slack
- Copy the webhook URL (
https://hooks.slack.com/services/...)
- In Predylo, go to Settings → Integrations → Slack.
- Paste the Incoming Webhook URL.
- Save and optionally send a test (post a comment with @mention to verify).
Only URLs starting with https://hooks.slack.com/ are accepted.
Slack vs email vs in-app
| Channel | Audience | Config |
|---|---|---|
| In-app bell | Individual recipient | Always on |
| Individual recipient | Profile prefs | |
| Slack | Whole channel | Org webhook (this page) |
Use Slack for team visibility; use email for personal accountability.
Bulk import
Admins can upload a .env file or paste JSON to configure multiple keys at once. Smart aliasing maps common env var names (e.g. ANTHROPIC_API_KEY) to internal keys.
Useful when migrating from a self-hosted deployment. See migration scripts in the repo for one-time .env → database moves.
Test and troubleshoot
Most integration cards include Test connection:
- Anthropic — Lightweight API ping
- Resend — Validates API key
- Twilio — Checks SID/token pair
Failed tests show error text — double-check copy/paste and that the key hasn’t been revoked at the provider.
Dialer issues? Admins can use /api/twilio/debug for extended Twilio diagnostics.
Security practices
- Rotate compromised keys immediately — Delete old value, save new key
- Limit admin count — Only team leads need integrations access
- Don’t share webhook URLs — Slack URLs are secrets; anyone with the URL can post to your channel
- Revoke on offboarding — Remove admin access from departed employees before they leave
Related pages
- API Keys — Detailed key list for Anthropic, Serper, Apollo
- Dialer — Twilio requirements
- Notifications — What triggers Slack posts
- Organization Settings — Org profile and signature