HubSpot
Accounts, contacts, deals, and meeting activity
Meeting-Kontext zusammenführen, ohne die Kontrolle abzugeben.
DuoBrief entwickelt eine geordnete Integrationsschicht für die Systeme, die Teams bereits nutzen.
Roadmap-Katalog: Derzeit ist keine direkte Partnerintegration allgemein verfügbar. Status können sich vor der Veröffentlichung ändern.
Integrationsstatus
AvailableIn developmentPlannedUnder evaluation
Customer relationship management
Connect the account, people, opportunities, and activity behind a customer meeting.
In development
Salesforce
Accounts, contacts, deals, and meeting activity
Pipedrive
Accounts, contacts, deals, and meeting activity
monday CRM
Accounts, contacts, deals, and meeting activity
Microsoft Dynamics 365
Accounts, contacts, deals, and meeting activity
Zoho CRM
Accounts, contacts, deals, and meeting activity
Copper
Accounts, contacts, deals, and meeting activity
Freshsales
Accounts, contacts, deals, and meeting activity
Close
Accounts, contacts, deals, and meeting activity
Collaborative work management
Bring the right projects, work items, owners, and blockers into meeting preparation.
Asana
Projects, work items, owners, and attachments
monday Work Management
Projects, work items, owners, and attachments
Jira
Projects, work items, owners, and attachments
ClickUp
Projects, work items, owners, and attachments
Smartsheet
Projects, work items, owners, and attachments
Notion
Projects, work items, owners, and attachments
Documents, presentations & files
Attach the source materials a meeting needs while keeping access intentional and reviewable.
Gamma
Files, presentations, PDFs, and approved links
Google Drive & Workspace
Files, presentations, PDFs, and approved links
Microsoft OneDrive, SharePoint & PowerPoint
Files, presentations, PDFs, and approved links
Adobe Acrobat & PDF Services
Cloud document processing would require a clear explanation and explicit consent.
Dropbox
Files, presentations, PDFs, and approved links
Box
Files, presentations, PDFs, and approved links
DuoBrief connection model
A careful connection model
Connect
Authorize a provider with your own account and the smallest practical permission set.
Choose
Search or select the exact record, project, or file for a meeting.
Confirm
Review the proposed association before DuoBrief links it to the Meeting Packet.
Act later
Read-only access comes first. Any future writeback will require an explicit user review and action.
Privacy boundaries come first
- Read-only connections before record updates or task creation
- No silent matching of meetings to customer or project records
- User-scoped authorization with clear disconnect controls
- External links first; direct file copies only when a user intentionally uploads them
- Cloud document processing only with a clear explanation and explicit consent
Integration questions
Are any of these integrations live now?
No direct partner integration is generally available today. HubSpot and Salesforce are the first provider adapters in development; all other listings reflect the current roadmap or evaluation queue.
Will DuoBrief update my CRM automatically?
Not in the first release. The integration foundation is being designed as read-only first. Future writeback will require a user to review and approve the exact change.
What will an integration add to a meeting?
The goal is to let a user attach selected customer, project, and file context to a Meeting Packet so preparation and follow-up start from the right source material.
Can my company request a provider?
Yes. Use DuoBrief Support to name the provider, your team size, and the meeting workflow you want to improve. Requests help prioritize the roadmap but do not create a delivery commitment.
Roadmap input
Do you rely on another system?
Tell us which provider matters, how your team uses it around meetings, and whether read-only context or reviewed writeback would create the most value.