Connecting Apps
Connect third-party apps to your workflows so your Double can take real actions on your behalf.
Overview
Connect third-party apps to your workflows so your Double can take real actions on your behalf — sending emails, booking meetings, updating CRMs, and more.
Each app has a set of allowed actions. The agent picks the right action automatically based on what the visitor says — or you can specify exactly what to do using Custom Instructions.
Available apps:
- Gmail
- Google Sheets
- Google Calendar
- Calendly
- Salesforce
- Zoho CRM
How App Connections Work
Every app step in a workflow works the same way.
How to configure an app step
- Click the + in the flow and select app node in the workflow builder
- Select the actions you want to allow under Allowed Actions
- Connect your account by clicking Sign in with [App]
- Choose a welcome message type — Dynamic or Static
- Add Custom Instructions (optional) to guide the agent
- Save and continue building your workflow
What to know
- Allowed Actions - The agent picks autonomously from checked actions based on user intent. Leave all unchecked and the agent decides on its own.
- Dynamic welcome message - The agent generates a contextual message based on the conversation
- Static welcome message - A fixed message is shown every time this step runs
- Custom Instructions (AI) - Optional. Tell the agent exactly what to do. Missing details are filled in dynamically based on the conversation.
- Your credentials are encrypted and can be removed at any time
Gmail
Send emails from your connected Gmail account as part of a workflow.
Allowed actions
| Action | Type | What it does |
| Send Email | WRITE | Compose and send a new email to one or more recipients |
How to connect
- Click the Gmail node in your workflow
- Under Account, click Sign in with Gmail
- Authorize access
- Select allowed actions and add any Custom Instructions
- Save
What to know
- Once connected, your Gmail account appears with a green checkmark
- Click + Add Account to connect multiple Gmail accounts
- Click Reconnect if the connection breaks
Google Sheets
Read and write data to a Google Sheets spreadsheet as part of a workflow.
Allowed actions
| Action | Type | What it does |
| Read Rows | READ | Read data from a spreadsheet |
| Append Row | WRITE | Add a new row to the end of a worksheet |
| Update Spreadsheet Row | WRITE | Find a row by a lookup value and update it |
How to connect
- Click the Google Sheets node in your workflow
- Under Account, click Sign in with Google Sheets
- Authorize access
- Select allowed actions and add any Custom Instructions
- Save
What to know
- Use Append Row to automatically log new leads or conversation data into a sheet
- Use Update Spreadsheet Row to keep existing records current based on new information from a conversation
Google Calendar
Book meetings, check availability, and manage calendar events from a workflow.
Allowed actions
| Action | Type | What it does |
| Book Meeting | WRITE | Create a new calendar event or meeting |
| Check Availability | READ | Check free/busy status for a time range |
| Get Event Details | READ | Search for a calendar event and get its details |
| Update Event | WRITE | Search for a calendar event and update it |
| Cancel Event | DELETE | Search for a calendar event and cancel it |
How to connect
- Click the Google Calendar node in your workflow
- Under Account, click Sign in with Google Calendar
- Authorize access
- Select allowed actions and add any Custom Instructions
- Save
What to know
- Use Check Availability before Book Meeting to avoid double-booking
- The agent can handle the full booking flow — checking slots, confirming with the visitor, and creating the event — all within a single conversation
Calendly
Use your Calendly scheduling links to book and manage meetings from a workflow.
Allowed actions
| Action | Type | What it does |
| Book Meeting | WRITE | Create a single-use scheduling link for a visitor |
| Check Schedule | READ | List scheduled events within a date range |
| Get Event Details | READ | Get full details of a scheduled event |
| Cancel Event | DELETE | Cancel a scheduled event |
How to connect
- Click the Calendly node in your workflow
- Under Account, click Sign in with Calendly
- Authorize access
- Select allowed actions and add any Custom Instructions
- Save
What to know
- Book Meeting generates a unique scheduling link — the visitor gets a personal link, not your general Calendly page
- Use alongside Google Calendar for full meeting management in one workflow
Salesforce
Create, update, and search leads, opportunities, and accounts in Salesforce directly from a conversation.
Allowed actions
| Action | Type | What it does |
| Create Lead | WRITE | Create a new lead in Salesforce |
| Get Lead Details | READ | Get details of a lead by Email or ID |
| Update Lead | WRITE | Update an existing lead in Salesforce |
| Create Opportunity | WRITE | Create a new opportunity in Salesforce |
| Search Leads | READ | Search for leads by name or email |
| Get Account Details | READ | Get details of an account by name or ID |
How to connect
- Click the Salesforce node in your workflow
- Under Account, click Sign in with Salesforce
- Authorize access
- Select allowed actions and add any Custom Instructions
- Save
What to know
- Use Create Lead to automatically push every new visitor who provides their details straight into your Salesforce pipeline
- Use Update Lead when a returning visitor shares new information mid-conversation
Zoho CRM
Manage leads, contacts, deals, and accounts in Zoho CRM from a workflow.
Allowed actions
| Action | Type | What it does |
| Create Lead | WRITE | Create a new lead in Zoho CRM |
| Get Lead Details | READ | Get details of a lead by Email or ID |
| Update Lead | WRITE | Update an existing lead by email |
| Delete Lead | DELETE | Delete a lead by email, name, or ID |
| Search Records | READ | Search across Zoho CRM modules |
| Create Contact | WRITE | Create a new contact in Zoho CRM |
| Convert Lead | WRITE | Convert a lead into a Contact, Account, and Opportunity |
| Create Deal | WRITE | Create a new deal (opportunity) in Zoho CRM |
| Create Account | WRITE | Create a new account (company) in Zoho CRM |
How to connect
- Click the Zoho CRM node in your workflow
- Under Account, click Sign in with Zoho CRM
- Authorize access
- Select allowed actions and add any Custom Instructions
- Save
What to know
- Convert Lead is the most powerful action — it moves a lead through the full pipeline in one step, creating a contact, account, and opportunity simultaneously
- Use Search Records when you need to check if a lead already exists before creating a duplicate