Integrations you actually use

Lumo only stores email involving at least one known contact. For other email the body is never fetched. The first sync looks back 90 days by default, adjustable from 1 to 3650 days. Email is linked to the person, the organization and the deal automatically.

Per connection you choose visibility. Only me is the default: colleagues see nothing, not even on shared records. My team means colleagues see the email on the records it belongs to. A thread that does not belong in the CRM, you exclude. When you disconnect, you choose whether stored email stays or goes.

Sending happens from your own Gmail, so the message also sits in your sent items. A new email or a reply, with to, cc and bcc up to 20 recipients and a confirmation step. Variables like first name and organization are one click away. A campaign template can be reused for a one to one email, with tracking and the unsubscribe line stripped. Each user can send 30 emails per hour and 200 per day. More under email and Gmail.

• Only email with known contacts
• 90 days back by default, up to 3650
• Private or team visibility per connection
• Send from your own Gmail with a confirmation step

The calendar connection runs both ways. A Google meeting with a known contact becomes a meeting in Lumo, linked to the person, the organization and the most recently updated deal, open deals first. Your own meetings and calls from Lumo go to a Google calendar you choose.

When both sides changed, the newest change wins. Lumo never sends invitations and never edits or deletes a Google event it did not create. Private events and focus time are skipped. Each user can connect up to 10 calendars.

In the Lumo calendar you drag an activity to another day, or move it a day or a week with Alt and the arrow keys. Activities without a date stay in the list until you schedule them. More under activities and calendar.

• Meetings with contacts become activities automatically
• Your own meetings go to a chosen Google calendar
• Never sends invitations, never edits other events
• Up to 10 calendars per user

The import wizard brings users, pipelines, stages, lost reasons, fields, labels, products, organizations, people, deals with deal products, leads, activities and notes over from Pipedrive. First as a trial run that writes nothing, then for real. Running it again creates no duplicates, and an interrupted import can be resumed.

After the import a change feed keeps the data up to date, with a check every fifteen minutes. Choose Pipedrive stays the source and changes in Lumo to activities, notes, deals and leads are written back to Pipedrive too. That way part of the team can keep working in Pipedrive.

Only an owner or admin can start the import. The API token is stored encrypted and never shown again. The full playbook is under switch from Pipedrive.

• A trial run that writes nothing
• Delta sync with a check every fifteen minutes
• Mirror mode where Pipedrive stays the source
• Token stored encrypted

Forms and chat live inside Lumo, so nothing needs to sit in between. You publish a form as a standalone link or embed it with one script. A submission finds or creates a person by email, creates a lead and records consent and source. Hidden fields fill from a URL parameter such as utm_source.

If you also want a submission in another system, the form sends a signed webhook, with retries on failure and a delivery log.

You add the chat widget to your site with a script. Per channel you set the allowed websites, a welcome message, opening hours with an offline message, colours and language. A visitor who leaves an email address becomes a person, a lead and an activity. A conversation can become a ticket.

For leads from Facebook ads there is a Facebook Lead Ads connection in forms. We set it up with you and test it with your own ad account before you rely on it.

• Forms as a link or embedded
• Signed webhooks with a delivery log
• Chat widget with channels and opening hours
• Facebook Lead Ads set up together