Katalyz isn't one more tab. It reads from your CRM, writes back to it in real time, sends from your own mailbox, pulls in your call recordings, pings your team in Slack, and opens up to your own tools and AI agents through its API and MCP server. Your reps keep working where they already work.
Every room is tied to the deal, company or contact it belongs to. What happens in the room flows back to the record, and what changes in the CRM shows up in the room.
Deals, companies and contacts + native workflows
Opportunities, accounts and contacts
Here is the same opportunity moving through your stack. Nobody re-types anything.
Once the deal exists in your CRM, the room is built and linked to it.
From their own Gmail or Outlook - not an automated notification.
The buyer can rewatch it, and it fills your CRM fields.
The rep is alerted in Slack or Teams, instantly.
Activity, health score and summary land on the record.
One admin connects the workspace once. Each rep then links their own mailbox and calendar in a click.
Two-way field sync, timeline activity, tasks, a CRM card and 5 workflow actions.
Two-way field sync with opportunities, accounts and contacts, plus notes and Chatter.
Connect Katalyz to your internal tools, your data warehouse and your automations with the Katalyz API.
Connect Claude, ChatGPT or any MCP-compatible AI assistant to Katalyz, and work on your deals and rooms in plain language.
Send from your own Gmail address, thread emails into rooms, book meetings from real availability.
The same as Google Workspace, for Outlook mailboxes and calendars.
Calls recorded in Gong show up in the right room automatically.
Pull Modjo calls and their insights straight into your rooms.
Claap recordings embedded in rooms, kept in sync by webhook.
Buyer activity, mentions, deadlines and completed steps sent as Slack messages, instantly or as a daily digest.
Katalyz alerts delivered in Microsoft Teams, where your team already talks.
Drop any YouTube video into a room by pasting its link.
Paste a Loom link and your walkthrough plays right inside the room.
Embed Vimeo videos in a room, so buyers watch them without leaving it.
The Katalyz notetaker records your meetings, transcribes them and writes the summary.
Send, sign and track contracts in the room, and from the HubSpot card.
HubSpot and Salesforce. On HubSpot, Katalyz syncs deals, companies, contacts and custom objects, and adds a CRM card and workflow actions. On Salesforce, it syncs opportunities, accounts and contacts.
Yes, both. The Katalyz API connects Katalyz to your internal tools and automations, and the Katalyz MCP server lets Claude, ChatGPT or any MCP-compatible AI assistant work with your deals and rooms.
Yes. The fields you map stay in sync in both directions, in real time. Room activity, the AI health score and the executive summary are written from Katalyz to the CRM.
Usually within seconds. Katalyz listens to HubSpot through webhooks instead of polling on a schedule, and Salesforce field sync and activity posting run in real time.
No. When you first connect, the CRM value takes priority for any field that conflicts. You also choose exactly which fields are mapped and which events get written back.
Not for the everyday work. From the Katalyz card in HubSpot, reps create and share rooms, follow engagement, play recordings and send documents for signature. Building templates and editing room content happen in Katalyz.
From your reps. Once they connect Google Workspace or Microsoft 365, invitations and follow-ups go out from their own mailbox, and the email threads with room participants appear in the room.
An admin connects the CRM and the workspace once, then each rep links their own mailbox and calendar. The step-by-step guides for every integration are in our Help Center.
Probably. The Katalyz API covers what isn't connected natively. Tell us what your team runs on when you book a demo, and we'll show you how Katalyz fits around it.
Connect your CRM, open a room on a live deal, and watch it write back.
