People.ai

Sync your CRM, ingest data, and connect AI assistants.

Integrations

A guide for security administrators to configure People.ai. Includes IP ranges for your firewall allow list, details on how our Salesforce apps work (ClosePlan, Canvas, PeopleGlass), and information on authentication…

Configure Security Settings for People.ai Integration

Common permission errors that users may encounter

Common Permissions Errors

Learn how to integrate Salesforce with Backstory, a critical step in setting up your Backstory environment.

Salesforce and Managed Package Installation

Fix the Salesforce OAuth errors for Backstory Connected Apps.

Comply with New Salesforce Policies for Connected App Access

Add Sheets to Salesforce

Grant Backstory the Salesforce system, object, and field permissions needed for a successful integration.

Configure Salesforce Permissions

Information regarding the Backstory Managed Package with Salesforce

Backstory Salesforce Managed Package Overview

This article provides installation and configuration guidance to configure Backstory inside Salesforce.

Backstory in Salesforce Integration & Setup

Troubleshooting: Common Salesforce Error Messages

CRMs

Learn how to install the Backstory Google Workspace Marketplace app, which enables admins to control user provisioning for data processing.

G Suite Integration & User Provisioning

Learn how to set up Slackbot to categorize meetings and sync information back to your CRM.

Slackbot for Meeting Categorization

Connecting Backstory and Zoom

Validating Backstory Data

Steps for Integration between Backstory and Microsoft Teams

Connecting Backstory and Microsoft Teams

Gong Integration

Integration with Cadence Tools

Integrate your Microsoft Office 365 email and calendar with Backstory.

Microsoft 365 Integration

Enabling the integration between Backstory and Webex

Connecting Backstory and Webex

Connecting Backstory and Google Meet

Data Ingestion

Build intelligent sales automation workflows by connecting n8n AI agents to your Backstory data.

Connect n8n to Backstory

Access your Backstory sales intelligence directly in Claude for instant insights.

Connect Claude to Backstory

Access your Backstory sales data directly in ChatGPT for instant insights.

Connect ChatGPT to Backstory

Access your Backstory sales data directly in Microsoft Copilot for instant insights.

Connect Microsoft Copilot to Backstory

Access your Backstory sales intelligence directly in Gemini CLI for instant insights.

Connect Gemini CLI to Backstory

AI Assistants

Understand how to set up a SAML integration in Backstory using Okta as the identity provider.

SAML Setup with Okta

Common questions about how PeopleGlass handles security and privacy

Common Security and Privacy Questions

Single Sign On

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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