Integrations & Connectors

Google Drive Content Connector

• How Do I Set Up the Google Drive Connector - Content Sources?
• How Do I Generate an Answer Using Google Drive as a Content Source?

Website Connector

• What is Loopio's Public Website Connector?
• How Do I Connect the Website Connector?

Microsoft Dynamics Connector

• What is the Loopio Dynamics Connector?
• How Can I Set Up the Microsoft Dynamics Connector?
• Can I Map Custom Project Fields Using the MS Dynamics Connector?
• How Can I Connect an Existing Loopio Project to a Microsoft Dynamics Opportunity?
• Can I Unlink a Project from MS Dynamics?

SharePoint

• How Do I Set Up the SharePoint Connector - Content Sources?
• How Do I Generate an Answer Using SharePoint as a Content Source?
• How Can I Grant Admin Consent to the 'Loopio for SharePoint App'?

Salesforce API Connector

• What is the Loopio Salesforce API Connector?
• How Do I Set Up the Salesforce API Connector?
• Which Salesforce Permissions Are Needed to Connect and Use the Salesforce API Connector?
• What Fields Are Available in the Salesforce API Connector?
• How Can I Connect an Existing Loopio Project to a Salesforce Opportunity or Salesforce Account?
• How Can I Migrate Data to the Salesforce API Connector?

See all 11 articles

Loopio Extension (New)

• How Can I Install and Set Up the Loopio Extension (new) with SmartFill?
• Force-Installing and Pinning the Loopio Extension via Google Workspace Admin
• How Do I Enable the Option to Summarize Responses Using the Loopio Extension?
• How Can I Use the Loopio Extension (new) to Respond in Webpages and Portals?
• How Can I Create a Project in the Loopio Extension (new)?
• How Can I Import Project Content Using the Loopio Extension (new)?

See all 10 articles

Loopio Copilot Agent for Microsoft 365

• What is the Loopio Copilot Agent for Microsoft 365?
• How Can I Set Up the Loopio Copilot Agent for Microsoft 365? (Admin Setup)
• How Can I Install and Sign In to the Loopio Copilot Agent for Microsoft 365? (End User)
• How Can I Search the Loopio Library Using the Loopio Copilot Agent for Microsoft 365?
• How Can I Create a Loopio Library Entry Using the Loopio Copilot Agent for Microsoft 365?
• How Can I Get Answers from the Loopio Help Center Using the Loopio Copilot Agent for Microsoft 365?

Loopio Connector for Power Automate and Copilot Studio

• How Can I Set Up the Loopio Connector for Power Automate and Copilot Studio?
• What is the Loopio Connector for Power Automate and Copilot Studio?

Microsoft Teams

• How Do I Get the Microsoft Teams Integration?
• Can I Get Project Notifications Through Microsoft Teams?
• How Can I Search the Library From Microsoft Teams?

Microsoft PowerPoint Add-In

• Getting Started with the Microsoft PowerPoint Add-In
• How Do I Enable the Option to Summarize Responses Using the PowerPoint Add-In?
• How Can I Use the PowerPoint Add-In to Summarize Responses From the Loopio Library?
• Searching the Library with the Microsoft PowerPoint Add-In

Microsoft Excel Add-In

• Getting Started with the Microsoft Excel Add-In
• Importing a Project Using the Microsoft Excel Add-In
• Exporting a Project Using the Microsoft Excel Add-In

Seismic

• How Do I Set Up the Seismic Connector?
• How Do I Install The Loopio App in Seismic For My Team?
• How Do I Search the Loopio Library in Seismic?
• Can I Export My Loopio Project To A Seismic Workspace?
• Can I Add Attachments From Seismic?
• Updating a Seismic Attachment in the Loopio Attachment Library

Loopio Go/No-Go App for Salesforce

• What is the Loopio Go/No-Go App for Salesforce?
• How Can I Create a New Loopio Project Using the Loopio Go/No-Go App in Salesforce?
• Installing the Loopio Go/No-Go App in Salesforce
• Setting Up Loopio Go/No-Go in Salesforce
• Setting Up the Project Approval Criteria in the Loopio Go/No-Go App for Salesforce
• Can I Have a Multi-Step Go/No-Go Process?

See all 14 articles

HubSpot

• What is the Loopio HubSpot Connector?
• How Do I Set Up the Loopio HubSpot Connector?
• How Do I Create and View Projects Using the Loopio HubSpot Connector?
• Can I Connect an Existing Loopio Project to a HubSpot Deal?
• Can I Create a Loopio Project Automatically Via a Hubspot Workflow Action?

Slack

• How Do I Get the Loopio Integration for Slack?
• How Can I Search the Library From Slack?
• Can I Get Notifications Through Slack?

Cloud Storage Services

• Can I Connect Cloud File Storage Services with Loopio?
• How Do I Connect My SharePoint Online Account to Loopio?
• How Do I Connect My Box Account to Loopio?
• How Do I Connect My OneDrive Account to Loopio?
• How Do I Connect My OneDrive for Business Account to Loopio?
• How Do I Connect My Dropbox Account to Loopio?

See all 8 articles

API

• Does Loopio Have an API?
• API Documentation

Webhooks

• How Do I Create and Manage Webhooks?
• How Do I Validate My Webhook URL?
• How Do I Use My Signing Secret?
• What Information is in a Webhook Event Notification?

Door

• What Is The Door Integration And How Do I Get It?

Highspot

• Can I Integrate Highspot with Loopio?
• Can I Import Highspot Files to a Project Entry as an Attachment?
• Can I Import Highspot Files to a Library Entry as an Attachment?
• How to Export a Project to Highspot

Unleash

• How Do I Set Up the Unleash Connector?
• How Do I Generate an Answer Using Unleash as a Data Source?

Loopio AppExchange Integration (SFDC)

• What is the Loopio AppExchange Integration (SFDC)?
• How Do I Set Up the Loopio AppExchange Integration (SFDC) - Lightning View?
• How Do I Set Up the Loopio AppExchange Integration (SFDC) - Classic View?
• Which Salesforce Permissions Are Needed to Connect and Use the Loopio AppExchange Integration (SFDC)?
• What Fields Can I Add to the Loopio AppExchange Integration (SFDC)?

Microsoft Dynamics (old)

• Can I Unlink a Project from MS Dynamics?
• What is the Loopio Dynamics Connector?
• How Can I Connect an Existing Loopio Project to a Microsoft Dynamics Opportunity?
• Can I Map Custom Project Fields Using the MS Dynamics Connector?