> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callprep.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations overview

> How HubSpot, LinkedIn, Email, WhatsApp and Telegram fit together — one CRM as the source of leads, four channels the outreach sends from.

## The short version

CallPrep has three moving parts, and every integration belongs to one of them.

| Part             | What it is                                                                          | Where you set it up        |
| ---------------- | ----------------------------------------------------------------------------------- | -------------------------- |
| **The source**   | HubSpot. A new contact in your CRM is what starts everything.                       | Integrations → HubSpot     |
| **The decision** | Autopilot. Who gets contacted, what is said, on which channels, and when it stops.  | Dashboard → Autopilot      |
| **The channels** | LinkedIn, Email, WhatsApp, Telegram — the accounts messages are actually sent from. | Integrations → the channel |

```
New HubSpot contact
      ↓
Does it match one of your Autopilots?  ──── no ──→  waits in the queue, then is abandoned
      ↓ yes                                          (never researched, no credit spent)
Research the person and their company  (1 credit)
      ↓
Enrol into that Autopilot's sequence
      ↓
Messages sent from your own LinkedIn / mailbox / WhatsApp / Telegram
      ↓
Every message logged back on the HubSpot contact · a reply stops the sequence
```

<Note>
  Connecting a channel does not send anything on its own. A channel only sends
  when an Autopilot has a step on it — see **Dashboard → Autopilot**.
</Note>

***

## The channels at a glance

| Channel                            | What you connect                                   | Hard daily limit                   | Cold outreach                       | Typical plan      |
| ---------------------------------- | -------------------------------------------------- | ---------------------------------- | ----------------------------------- | ----------------- |
| [LinkedIn](/integrations/linkedin) | Your own LinkedIn account (a "seat")               | 20 invites per account             | Yes                                 | Individual and up |
| [Email](/integrations/email)       | Gmail, Outlook / Microsoft 365, or your own domain | Up to 500 per mailbox, your choice | Yes                                 | BDR and up        |
| [WhatsApp](/integrations/whatsapp) | Your WhatsApp number (QR scan)                     | 20 messages                        | Only after you switch off warm-only | BDR+              |
| [Telegram](/integrations/telegram) | Your Telegram account (QR scan)                    | 20 messages                        | Only after you switch off warm-only | BDR+              |

Every channel sends from **your** account, never from a shared or synthetic one.
See the [Billing page](https://call-prep-api.vercel.app/billing) for what your plan includes.

***

## What each integration is for

<CardGroup cols={2}>
  <Card title="HubSpot" icon="database" href="/integrations/hubspot">
    The source of leads and the record of what happened. New contacts start the
    flow; every message sent is written back onto the contact timeline.
  </Card>

  <Card title="LinkedIn" icon="linkedin" href="/integrations/linkedin">
    Connection requests with a personalised note, and follow-up messages once the
    request is accepted.
  </Card>

  <Card title="Email" icon="envelope" href="/integrations/email">
    Outreach from your real mailbox, threaded into one conversation, with reply
    and bounce detection.
  </Card>

  <Card title="WhatsApp & Telegram" icon="comments" href="/integrations/whatsapp">
    Short follow-ups to leads who already engaged. Cold messaging is off by
    default on both.
  </Card>
</CardGroup>

***

## Setup order

1. **Add your product** — Settings → Product. Everything else runs on it.
2. **Connect HubSpot** — this is what feeds leads in.
3. **Connect at least one channel** — LinkedIn is the quickest to start with.
4. **Create an Autopilot** — Dashboard → Autopilot, from scratch or from a template.

<Tip>
  Step 4 is the one that decides whether anything is sent. An account with
  HubSpot and a LinkedIn seat connected but no Autopilot enabled will sit quietly
  and never contact anyone.
</Tip>

***

## Need help?

Stuck on any of this? Write to [hello@callprep.app](mailto:hello@callprep.app) and
we'll get back to you within one business day.