Connector directory

This directory provides a comprehensive view of all connectors available in IdeaBoxAI. Connectors enable seamless integration with external services, databases, and tools to power your knowledge bases and workflows.

Accessing connectors

Navigate to Settings > Connections > Connectors to view all available integration options. The Connectors page displays all available services you can connect to your IdeaBoxAI workspace.

Connectors page showing all available integration options

Finding the right connector

Use the search bar at the top of the Connectors page to quickly find the connector you need. Type the name of the service or tool you want to connect, and the list will filter to show matching options based on your use case.

Connectors page with search bar to find specific connectors for your use case

Sample connectors

Below are some sample connectors that are commonly used in IdeaBoxAI implementations. These connectors cover a wide range of use cases from data analytics to communication and productivity tools.

Additional sample connectors including database and analytics platforms

Available connector categories

The following sections list all available connectors organized by category and use case.

Data and analytics connectors

Connect to SQL warehouses and data platforms to enable live data queries through knowledge bases.

Connector	Description
Snowflake	Connect to a SQL warehouse through a knowledge base. Enables conversational AI and Agentic BI on Snowflake data.
PostgreSQL	Direct connection through host, port, and database credentials. Works with any relational data.
MySQL	Direct connection through host, port, and database credentials. Works with any relational data.
ClickHouse	Direct connection for analytical workloads. Optimised for high-performance queries.
SQL Server	Connect to Microsoft SQL Server databases with standard credentials.
Actian	Direct database connection for Actian data warehouses. Enables pipeline analytics and reporting.
Zen	Direct connection for Zen database systems.

CRM and sales connectors

Integrate with customer relationship management platforms and sales intelligence tools.

Connector	Description
Salesforce	Access leads, opportunities, and accounts. Pipeline overview, deal updates, and contact history.
HubSpot CRM	Manage contacts, deals, and pipelines. Contact enrichment, deal stage progression, and activity logging.
Zoho CRM	Access leads, accounts, and sales data. Deal management, contact timelines, and pipeline updates.
Microsoft Dynamics 365	Connect to Dynamics 365 CRM and ERP data. Opportunity and contact management.
Gong	Access call recordings and revenue intelligence. Call transcription and conversation analysis.
ZoomInfo	Access company and contact intelligence. Enrich accounts with firmographic and technographic data.

Communication and productivity connectors

Connect to email, messaging, and collaboration platforms.

Connector	Description
Google Drive	Find and access documents. Save AI-generated content to Drive folders.
Gmail (SMTP)	Draft and send emails from a configured Gmail account. All sends appear in the Sent folder.
Google Calendar	View upcoming meetings and access calendar data.
MS Outlook	Access Outlook to send email, list inbox, and review messages.
MS Teams	Access Teams channels, messages, and communications.
Slack	Post messages, alerts, and summaries to Slack channels.
Confluence	Search internal documentation and knowledge bases. Access pages and spaces.

Data catalog and metadata connectors

Connector	Description
Zeenea	Connect to data catalog platforms. Pull metadata, lineage, and data quality information.
Zoho Book Analytics	Connect to Zoho Books for financial and accounting analytics.

Getting Started

Reference

Toolkits

Tutorials

Connector directory

Accessing connectors

Finding the right connector

Sample connectors

Available connector categories

Data and analytics connectors

CRM and sales connectors

Communication and productivity connectors

Data catalog and metadata connectors

Next steps

Knowledge base connections

Troubleshooting

​Accessing connectors

​Finding the right connector

​Sample connectors

​Available connector categories

​Data and analytics connectors

​CRM and sales connectors

​Communication and productivity connectors

​Data catalog and metadata connectors

​Next steps

Knowledge base connections

Troubleshooting

Accessing connectors

Finding the right connector

Sample connectors

Available connector categories

Data and analytics connectors

CRM and sales connectors

Communication and productivity connectors

Data catalog and metadata connectors

Next steps