Integrations
Connect the accounts you already use. Approve what goes out.
Cascand works with the CRM, mailbox, calendar and LinkedIn account you already use, and with spreadsheets from any other tool. You connect your own accounts, and nothing goes out unless you've said it can.
What connecting means
What connecting each one means.
- CRMYour CRMRead account, contact and opportunity context. Propose record changes for your approval, and log approved sends and bookings as activity. Works with the major CRMs your team already runs on.
- EmailYour mailboxPrepare messages and, once you approve, send them from your own work mailbox, whichever of the major providers it runs on. Each result is labeled as confirmed or declared.
- CalendarYour calendarCascand proposes a meeting time from your free slots, you adjust, and it books only what you approve. Works with the calendar attached to your work mailbox.
- LinkedInLinkedInLinkedIn messages and connection requests through a connected account, plus posts, comments on the people and pages you follow, and replies to commenters. Cascand prepares each one and you approve it before it goes out.
- DataSpreadsheetsBring in contacts and accounts from any CRM or tool with a spreadsheet export, and export a target list to a sheet you own. You see what Cascand cleaned up and approve it before anything lands; on export, Cascand adds rows and never overwrites yours.
You connect your own accounts. Cascand asks only for the access each capability needs, and you can disconnect at any time.
| System | Reads | Can prepare | External action |
|---|---|---|---|
| Your CRM | Accounts, contacts, opportunities | Field updates, activity log entries | Proposed change, approved by you |
| Your mailbox | Thread and contact context | A drafted message | User-approved send |
| Your calendar | Events and existing commitments | A proposed meeting time | User-approved booking |
| Message thread context | A message, connection note, post or comment | User-approved send | |
| Spreadsheets | Not applicable | A reviewed import, or rows to export | User-approved import or export |
In your control
What it means for you.
Your CRM stays your CRM. Cascand reads accounts, contacts and opportunities, and proposes changes to your records for you to approve. If you connect a CRM, an approved send is also logged there as an activity.
Messages go from your mailbox. Not from a Cascand address. One click sends, and Cascand records whether it went.
Your calendar shapes the times Cascand proposes. Meetings are proposed from your free slots and wait for your approval. With a daily limit set, meetings you already have can lower what Cascand asks of you.
Ask for only what is needed. Each capability requests only the access it needs. Disconnect any time and Cascand’s access ends with it.
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