Tandem integrations

Tandem works where your team already works.

Connect Tandem to the systems your business already relies on so agents can use the right context, move work between tools and keep repetitive processes moving.

Take the free Tandem AssessmentSee how integrations work ↓

No rip-and-replace required.

Your team↓Tandem
CRMEmailCalendarFormsCollaborationDatabasesSales tools
  1. Website form
  2. Tandem
  3. CRM
  4. Human review
  5. Email draft
  6. Calendar task

Integration categories

Connect the systems that matter to the workflow.

Vendor names below are examples, not a claim of universal or currently native support.

CRM

Read records, check duplicates, retrieve pipeline state, identify missing fields, prepare updates and create approved tasks.

Example systemsHubSpot · Salesforce · Pipedrive · Other CRMs

Email

Detect relevant messages, gather context, categorise, prepare replies and surface actions. Sending is not automatic by default.

Example systemsGoogle Workspace / Gmail · Microsoft 365 / Outlook

Calendar

Identify meetings, trigger preparation, add context and create approved tasks.

Example systemsGoogle Calendar · Outlook Calendar

Collaboration

Send internal notifications, surface approvals, route exceptions and deliver reports.

Example systemsSlack · Microsoft Teams

Forms & websites

Receive enquiries, trigger workflows, structure submissions and create or update records.

Example systemsWebsite · lead · onboarding forms

Databases & spreadsheets

Read approved data, update structured records, reconcile information and support reporting.

Example systemsPostgres · Google Sheets · Excel · internal databases

Sales tools

Use research context, sales triggers, pipeline support and approved enrichment or activity data.

Category exampleFeasibility confirmed during discovery

Source of truth

One system should still own the truth.

Define the authoritative system, use stable identifiers, check existing records, preserve source relationships and avoid silent conflicts.

Tandem should help your systems agree, not create another place for them to disagree.

  1. CRMSource of truth
  2. Tandem reads context
  3. Approved action prepared or performed
  4. CRM updated

Read and write permissions

Not every integration needs full access.

Tandem should receive the minimum access needed to perform the agreed workflow.

CRM

Read

✓ Contacts

✓ Companies

✓ Pipeline

Write

✓ Approved enrichment

○ Stage change requires approval

○ Delete not permitted

Email

Read

✓ Selected workflow context

Write

○ Draft only

○ Send requires approval

Calendar

Read

✓ Upcoming meetings

Write

○ Create event if approved

Approval gates

Connected doesn't mean uncontrolled.

People can remain between system context and consequential actions.

CRM says · Lead ready

Tandem recommends: Move to Qualified

Approved → CRM updated

Email received

Reply prepared

Human review required before send.

Illustrative workflows

See connected systems around real work.

New sales enquiry

  1. Website form
  2. Tandem receives enquiry
  3. CRM duplicate check
  4. Hunter researches
  5. Piper recommends
  6. Human approves
  7. Scout updates CRM
  8. Email reply prepared
  9. Calendar task created

Meeting preparation

  1. Calendar detects meeting
  2. CRM account history
  3. Email communication
  4. Previous meeting actions
  5. Amelia prepares brief
  6. Human ready

Customer onboarding

  1. CRM deal marked won
  2. Tandem starts workflow
  3. Form information received
  4. Project record created
  5. Human approval
  6. Team notified
  7. Actions monitored

Workflow logic

The integration is only useful if the workflow makes sense.

Every connection should define its trigger, required information, source system, read and write scope, approval, failure path, conflict handling and duplicate prevention.

Duplicates

Connecting systems shouldn't create duplicate mess.

  1. Check domain
  2. Check email
  3. Check existing record
  4. Check source identifier
  5. Existing? Yes → update/review · No → create

Retries should not create the same record twice.

Failure handling

What happens when a system is unavailable?

  1. Workflow tries CRM
  2. CRM unavailable
  3. Tandem pauses
  4. Retry / log / alert
  5. Human attention if required

Failures can include expired access, missing fields, denied permission, conflicts or rate limits.

Security-conscious design

Connect only what the workflow needs.

  • Least-privilege access
  • Separate client credentials
  • No passwords in prompts or source code
  • Revocable access
  • Client-approved systems only
  • Audit important actions
  • Test before production

Audit trail

See what moved where.

  1. Website formNew enquiry received
  2. CRMExisting account found
  3. HunterResearch completed
  4. HumanQualification approved
  5. CRMOpportunity updated
  6. CalendarFollow-up task created

Illustrative activity.

Integration feasibility

Can Tandem connect to anything? Not always.

We confirm integration feasibility before it becomes part of the agreed implementation scope.

Available APIPermissionsPlan restrictionsAuthenticationData accessVendor limitsRate limitsClient security rulesData quality

Not every process starts with a perfect API.

Depending on risk, maintainable alternatives may include approved exports/imports, structured files, forms, email-driven workflows, database access, manual approvals or replacing one isolated step.

The goal is the safest maintainable workflow, not forcing automation into every system.

Staged rollout

Connect in stages.

Capability can expand as confidence grows.

  1. Stage 1Read onlyAccount context
  2. Stage 2RecommendPrepare enrichment
  3. Stage 3Controlled writeApproved fields
  4. Stage 4Approved automationIf justified

Illustrative architecture

What a Tandem-connected business might look like.

Your peopleTeams · Leaders
↓
Tandem agentsHunter · Piper · Scout · Amelia · Reporter
↓
ApprovalsHuman control
↓
SystemsCRM · Email · Calendar · Forms · Collaboration · Database
↓
Reporting / auditOutcomes and activity

Example systems by category

Your stack will be assessed workflow by workflow.

These are categories and examples—not a supported-integration directory.

CRMEmailCalendarCollaborationFormsDatabasesSpreadsheetsSalesAccountingProject managementCustomer supportOther internal systems

Credentials

Your systems stay under your control.

Where possible, clients own accounts and authorise scoped access. Dedicated service credentials may be used where supported, and access can be revoked.

No shared passwords passed around in documents or prompts.

What we need

What we need to connect your stack.

System names, an owner/admin contact, access approval, test access where available, field definitions, source-of-truth decisions, restrictions and security requirements.

You do not need to understand APIs. We need someone who can authorise the right access.

AI Workforce Audit

We work out the integrations before we promise the automation.

The Audit considers systems, data, feasibility, permissions, source-of-truth rules, approvals and complexity.

Explore the AI Workforce Audit

Find the opportunity first

Not sure where the integration opportunities are?

Identify the repetitive work before worrying about technical connections.

Take the free Tandem Assessment

Integrations FAQ

Questions about connecting your systems.

Technical feasibility is always confirmed during discovery.

Do we have to replace our CRM?

Usually no. Tandem generally works with existing systems where integration is practical.

Can Tandem connect to our email and calendar?

Potentially, where the platform and client permissions support the workflow.

Does Tandem need full access to our systems?

No. Only the access needed for the agreed workflow should be used.

Can Tandem write directly to our CRM?

Where appropriate and approved, yes. Some actions may remain behind approval.

What happens if an integration fails?

The workflow should fail safely, surface the exception and retry or escalate as designed.

Can Tandem integrate with custom software?

Potentially. Feasibility depends on APIs, data access, documentation and security requirements.

Do you support every integration shown on this page?

No. Vendor names are examples of systems businesses may use. Feasibility is confirmed during discovery.

No rip-and-replace required.

Connect the work, not just the software.

Take the free Tandem Assessment and find the repetitive workflows where connecting your existing systems could give your team back meaningful capacity.

Take the free Tandem AssessmentTalk to Tandem