Four/Four

How the Connections page is organised, how to connect, disconnect and monitor integrations, and how often each one syncs.

Overview

Chris Lloyd

Connecting Four/Four to your business systems

Connections

Connect Salesforce to Four/Four to link conversations and insights to CRM records, import cases and voice calls, log recorded calls back to Salesforce, and view Four/Four inside Salesforce.

Salesforce

Connect Attio to Four/Four to link conversations and insights to your companies, people and deals.

Attio

Send Four/Four conversation summaries to the matching company in Planhat.

Planhat

Connect HubSpot to Four/Four to link conversations and insights to CRM records, import calls and tickets, log recorded calls back to HubSpot, and view Four/Four inside HubSpot.

HubSpot

Connect Microsoft Dynamics 365 to Four/Four to link conversations and insights to your CRM records and, optionally, Customer Service cases.

Dynamics 365

Import Outreach Kaia call and meeting recordings and transcripts into Four/Four using Bulk Export to Four/Four storage or your own S3 bucket.

Outreach

Connect your CRM so conversations and insights are linked to the right accounts, contacts, leads and opportunities.

Import answered Aircall calls and their Aircall AI transcriptions into Four/Four.

Aircall

Import Attention conversations and transcripts into Four/Four using a personal API key.

Attention

Connect Avoma with an API key to import recorded meetings and transcripts into Four/Four.

Avoma

Connect Chorus with a personal API token to import recorded calls and transcripts into Four/Four.

Chorus

Connect Clari Copilot with an API key and secret to import recorded calls into Four/Four.

Clari Copilot

Connect Fireflies.ai with an API key to import meeting transcripts into Four/Four.

Fireflies.ai

Import recorded Genesys Cloud voice calls into Four/Four using an OAuth client, with transcripts from Genesys or Four/Four.

Genesys Cloud

How to get Google Meet conversations into Four/Four using the Notetaker or a manual upload.

Google Meet

Connect Gong to import recorded calls, transcripts and participants into Four/Four.

Gong

Import completed Jiminny conversations and transcripts into Four/Four using an API bearer token.

Jiminny

Import recorded NiCE CXone voice calls into Four/Four using an access key; Four/Four transcribes the audio.

NiCE CXone

Import RingCentral calls and RingSense transcripts into Four/Four, including RingCentral partner brands.

RingCentral

Import Salesloft call and meeting recordings and transcripts into Four/Four.

Salesloft

Import Webex cloud recordings, transcripts and participants into Four/Four.

Webex

Import Weflow recordings and transcripts into Four/Four using a Weflow API key.

Weflow

Import Zoom cloud recordings, transcripts and participants into Four/Four, and control which recordings are analysed.

Zoom

Import 3CX call recordings into Four/Four from the SFTP server where your recordings are stored.

Import calls and meetings from your recording, telephony and meeting tools so Four/Four can transcribe and analyse them.

Call recording

Import closed Intercom conversations and tickets, plus contacts and companies, into Four/Four. The integration is read-only.

Intercom

Import resolved Jira Service Management requests as support conversations in Four/Four, scoped by project and issue type segments.

Jira Service Management

Connect Pylon with an API token to import resolved issues as support conversations in Four/Four.

Pylon

Connect ServiceNow Customer Service Management to import resolved and closed cases as support conversations in Four/Four.

ServiceNow

Import solved and closed Zendesk tickets as support conversations in Four/Four. The integration is read-only.

Zendesk

Bring in closed support tickets and chats from your service desk so customer issues feed into insights.

Support tools

Connect Google Calendar and Gmail with domain-wide delegation to sync meetings and customer emails, and to enable Sign in with Google.

Google Workspace

Connect Microsoft 365 calendars and mail to Four/Four for meeting capture and customer email threads, and enable Sign in with Microsoft.

Outlook 365

Connect Google Workspace or Outlook 365 to import customer email threads and let the Notetaker join your meetings.

Email and calendar

Connect Jira to push conversations into issues, model Jira Product Discovery ideas against customer insight, show insight stats on ideas, and export topics.

Atlassian Jira

Connect Craft.io with an API key to model workspace items against customer insight and write insight stats onto them.

Craft.io

Connect Notion to model a product ideas database against customer insight, show insight stats on pages, and export topics as new pages.

Notion

Push customer conversations and their insights into Productboard as notes, controlled by segments.

Productboard

Connect Slack to capture customer threads as conversations, chat with the Analyst by direct message, and send workflow alerts to channels.

Slack

Connect Slack and your product-management tools to capture customer threads and push insights where your team works.

Collaboration and product tools

Automatically create, update and remove Four/Four users, set their roles and manage team groups from your identity provider using SCIM 2.0.

SCIM Provisioning

Let your team log in to Four/Four with Google Workspace accounts by connecting Google Calendar or Gmail.

Google single sign-on

Let your team log in to Four/Four with Microsoft work accounts by connecting Outlook Calendar.

Microsoft Entra

Set up OpenID Connect single sign-on so your team can log in to Four/Four with Okta.

Okta

Send your Four/Four user list to Vanta every hour for access reviews.

Vanta

Set up single sign-on and compliance integrations for your workspace.

SSO and governance

Create a custom design with text, images, and links

Home

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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