User Guides
Connecting Data Sources & Integrations
Learn how to connect Google Ads, CRM systems, and social accounts to your Septra workspace.
To automate growth and strategy based on your actual business performance, you need to connect your active tools. Septra synchronizes data from CRMs, advertising platforms, and marketing suites directly into your workspace's secure database layer.
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Supported Integrations
Septra supports out-of-the-box integrations with the following platforms:
1. CRM Systems (HubSpot, Odoo, Salesforce)
- What is synced: Client records, lead status, customer interaction histories, deal pipelines, and sales opportunities.
- Why it matters: This data gives agents like Nova (CMO) context on what profiles close successfully, allowing them to draft emails and ad copy targeted at high-intent users.
2. Paid Ads Managers (Google Ads, Meta Ads, LinkedIn Ads)
- What is synced: Campaign configurations, keyword lists, historical click-through-rates (CTR), impressions, conversions, and ad spend.
- Why it matters: The Paid Ads Optimizer (Pulsar) reads yesterday's performance to draft optimizations, budget allocations, and creative variants.
3. Email Outbound Suites (Instantly.ai)
- What is synced: Campaign performance, open rates, bounce rates, sequence copy, and lead lists.
- Why it matters: Helps the Growth agent track email health and optimize drip sequences dynamically.
4. Social Media Accounts (Outstand)
- What is synced: Channel authorization profiles for LinkedIn, X (Twitter), Facebook, Instagram, TikTok, Threads, and YouTube.
- Why it matters: Connects the publishing pipeline so agents can draft and post updates directly after human authorization.
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Integration Setup Steps
Connecting a source takes only a few clicks:
- Navigate to Integrations: Click the Integrations tab in the main sidebar settings.
- Authorize the Connection: Select your target platform and click Connect. You will be redirected to the secure OAuth authorization screen of that platform (e.g., Google or HubSpot).
- Grant Read-Only Permissions: Ensure you authorize Septra to read your campaign or contact data. Septra will *never* delete your records or execute campaigns without human approval.
- Choose Synchronization Cadence: By default, data is synchronized automatically every 24 hours. You can choose to trigger manual syncs at any time by clicking the Sync Now button.
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Ingestion Safety & Security
- Read-Only Enforcements: Septra's connection for audit reports is strictly read-only.
- API Key Safety: All credentials and tokens are encrypted at rest using enterprise-grade keys and are never exposed in frontend browser sessions.
- Grounding Boundary: Data synced from your Google Ads or CRM is locked to your specific workspace. It is never used to train public language models.