Integrations
Pam connects to your CRM, email, calendar, and chat providers via OAuth 2.0. Each connection unlocks a specific set of tools — for example, connecting Salesforce gives Pam the ability to search CRM records, create opportunities, update objects, and send emails directly from conversation.
Where to Find It
Navigate to Customize in the sidebar, then select Integrations from the settings sub-menu.
The page is divided into two main areas:
- Pam is everywhere you are — phone and messaging channels (WhatsApp, phone call, speed dial)
- Connections — OAuth-based integrations for CRM, Email, Calendar, and Chat
Overview
Each category contains one or more providers. You connect one provider per category — Pam uses whichever provider is connected. There is no limit on how many categories you connect simultaneously; connecting all four gives Pam the broadest set of capabilities.
Available Providers
CRM Providers
Provider | Tools Available | Notes |
HubSpot | Available | Contacts, deals, companies, tasks, notes, emails, meetings, leads, quotes, pipelines |
Salesforce | 10 tools | Objects, opportunities, SOQL queries, SOSL search, and Salesforce email |
Salesforce Sandbox | Available | Same as Salesforce — use for testing environments |
Email Providers
Provider | Tools Available | Notes |
Gmail | 20 tools | Read, draft, search, and label email |
Microsoft Outlook | Available | Read and draft emails |
Calendar Providers
Provider | Tools Available | Notes |
Google Calendar | 16 tools | View, create, update, and respond to events |
Outlook Calendar | Available | View and create calendar events |
Chat Providers
Provider | Tools Available | Notes |
Slack | Available | Send messages to channels |
Microsoft Teams | Available | Send messages to channels |
Connecting a Provider
Before You Start — Salesforce Only
Connecting Salesforce requires two steps that must happen in order:
- Your Salesforce Administrator must be invited to Pam as an Org Admin (via the Invitations page in the Admin section)
- The admin must follow the Salesforce Admin Guide to install and approve the Pam Connected App in Salesforce
Until the admin completes step 2, the Pam app will not appear in Salesforce and users will not be able to complete the OAuth flow. Non-Salesforce providers (HubSpot, Gmail, etc.) do not require this step.
Step 1 — Find the Provider
Scroll to the Connections section and locate the provider you want to connect. Each row shows the provider logo, name, and current connection status.
Providers that are not yet connected show a link icon (chain link) next to their name. Click anywhere on the provider row to start the connection flow.
Step 2 — Authorize via OAuth
Clicking a provider row redirects you to the provider's OAuth authorization page. For Salesforce, you are redirected to Salesforce Login before being prompted to authorize:
Note: Do not close the browser tab while the OAuth flow is in progress. After you authorize access, the provider redirects you back to https://link.wejam.ai automatically.
Step 3 — Confirm the Connected State
After successful authorization, the provider row updates to show a Connected chip with the number of available tools.
The Email and Calendar sections follow the same pattern:
Viewing Available Tools
Click the provider row for any connected provider to expand the Tools panel. Tools are grouped into three categories:
- Created — tools that write new Salesforce records, such as objects, opportunities, or emails
- Read — tools that retrieve Salesforce data, such as object metadata, SOQL queries, or SOSL search
- Updated — tools that modify existing Salesforce records, such as objects or opportunities
Gmail's 20 tools cover reading threads, searching mail, labeling messages, and creating drafts:
Tools are read-only in this view. Pam automatically gains access to all listed tools as soon as the provider is connected — no further configuration is needed.
Chat Providers
The Chat Providers section at the bottom of the Connections area lets you connect Slack or Microsoft Teams.
Connecting a chat provider allows Pam to send messages on your behalf to channels or direct messages from within a conversation.
Phone & WhatsApp
The top section of the Integrations page gives you three ways to reach Pam outside the web app:
- WhatsApp — tap Message to open a WhatsApp conversation with Pam's number
- Phonecall — tap the phone number to call Pam directly
- Speed Dial — scan the QR code to save Pam's contact card
Saving Your Phone Number
Enter your mobile number in the Add your number to reach Pam via Phone field. Use international format with country code and no spaces, for example
+4917123456789.
If the number does not start with a country code prefix such as
+49, Pam shows a validation message and keeps Save disabled. Once the number is valid, click Save to confirm. Pam will use this number to identify you when you contact her via WhatsApp or phone. You can update or delete the number at any time using the Delete button beside the field.Disconnecting a Provider
To remove a connection, hover over a connected provider row. A disconnect icon (broken chain link) appears on the right side of the row.
Click the disconnect icon to disconnect the provider. The provider returns to the unconnected state after the disconnect completes.
Note: Disconnecting a provider removes Pam's access to all tools from that provider. Existing conversation history is preserved, but Pam cannot perform CRM or email actions until you reconnect.
Advanced Salesforce Settings
If your Salesforce organization enforces My Domain logins (common with QA sandboxes and developer orgs), the default Salesforce login URL may not work for OAuth. Expand the Advanced Salesforce Settings accordion to override it.
Enter your org-specific login URL in the format
https://company--qa.sandbox.my.salesforce.com, then click Save. Pam uses this URL as the OAuth entry point for all subsequent Salesforce connection attempts.All Provider States at a Glance
Once you have connected providers across multiple categories, the Connections section gives you a quick overview:
Best Practices
- Connect all four categories (CRM, Email, Calendar, Chat) to give Pam the full context she needs to assist with deals, meetings, and follow-ups.
- Use Salesforce Sandbox for testing and training before connecting your production Salesforce org.
- Reconnect after password changes — if you rotate your Google or Microsoft password, OAuth tokens may expire. Disconnect and reconnect the provider to refresh credentials.
- One provider per category — you cannot connect both Gmail and Outlook simultaneously. Disconnect one before connecting the other.
Troubleshooting
Symptom | Likely Cause | Solution |
Provider shows as connected but Pam says she has no access | OAuth token expired | Disconnect and reconnect the provider |
Redirected to OAuth but returns with an error | Wrong login credentials or org domain | Check the Advanced Salesforce Settings or try a different account |
Connect icon does nothing | Ad blocker or pop-up blocker preventing the redirect | Disable the blocker for link.wejam.ai and try again |
Phone number field shows Save as disabled | Number is already saved and unchanged, or the format is invalid | Edit the number or enter it with a country code, for example +4917123456789 |
Tools panel shows "Loading" and never updates | Transient API error | Refresh the page; if persistent, disconnect and reconnect |
Related Documentation
- Playbook — customize Pam's behavior on top of your integrations
- WhatsApp — detailed WhatsApp channel setup
- Web Chat — see what Pam can do with connected tools