| Integration | Backfill (History Pulled In) | Sync Speed | Filters Applied | Can Resync? |
|---|---|---|---|---|
| Gmail | 3 years of past emails | Near-instant (event-driven) | Only emails linked to CRM contacts | ❌ No |
| Outlook | 3 years of past emails | Near-instant (event-driven) | Only emails linked to CRM contacts | ❌ No |
| Redtail | Partial (not full history) | Every 24 hours | None (all contact data comes through) | ✅ Yes |
| Wealthbox | Full history | Every hour (incremental updates) | Must have: | |
| Type = Person or **Household, | ||||
| Active = true**, and | ||||
| Contact Type = Prospect or Client | ✅ Yes | |||
| Salesforce | Full history | Every hour (incremental updates) | None (all contact data comes through) | ✅ Yes |
| Quivr | Full history | Every hour (incremental updates) | Must have: | |
| Client Type = Household, | ||||
| and Record Type = Client Household, On-Boarding Client Household, or Prospect | ✅ Yes | |||
| Altruist | No history | Near-instant (event-driven) | Access: | |
| Accounts, balances, transactions, and beneficiary information. | ❌ No |
Connect Hazel with your CRM, email, calendar and more. If you didn’t connect during the onboarding flow or would like to check on your connections, simply head to Settings → Integrations to manage your integrations.
Once you go through the permissions and set up your integrations, there will be a green dot indicating you are Connected.
You can disconnect your integrations by clicking on the menu icon, then Disconnect.
You can refresh your CRM connection by clicking on Trigger Sync.
Connect your custodial accounts to access portfolio data, holdings, and transaction history directly within Hazel.
<aside> 🚨
Hazel does not import contacts/households from your custodian at this time. Custodial data is read only, meaning Hazel cannot complete actions or make changes on your custodial data.
</aside>
Connect your email provider to give Hazel access to your calendar events, emails, and the ability to draft responses to your contacts.