What to connect, roughly in order
A billing source and a product-activity source provide important monitoring inputs — but whether monitoring reports active depends on coverage and the responsibility being enabled on your workspace. The Churn status card is the source of truth for readiness and what’s still missing.
Who connects what
- Admins connect workspace-wide sources — billing, CRM, Slack, product analytics, support.
- Members can connect their own accounts — Gmail and personal Granola keys are per-person by design.
- Each teammate connecting Gmail adds coverage: Outlit only sees the mailboxes actually connected.
Connection methods
Setup tasks
Some sources aren’t done after credentials — the connect flow asks for mapping:- CRM integrations — map the pipeline: which open stages are renewal deals, which closed stages count as won/lost outcomes, and which deal field carries the renewal date.
- Mixpanel — confirm the account-property mapping that joins events to customer accounts before import starts.
- Stripe — webhook setup may be a separate step from credentials.
- Slack — choose channels and set a notification destination (Settings → Destinations).
Status and troubleshooting
The Integrations page shows each connection’s state — connected, syncing, error, or stale. If a connection errors or goes stale, it shows up in churn monitoring’s Reduced coverage with a link back here.Connected but no data appears
Connected but no data appears
Historical imports run in the background after connection, and completion time varies by source and history. When data is missing, check the connection’s sync status on the Integrations page and the customer’s Coverage tab.
A connection shows an error
A connection shows an error
Usually an expired token or revoked key. Reconnect the source — Outlit asks you to reconnect, and reconnecting doesn’t lose previously imported data.
I don't see the option to connect
I don't see the option to connect
Workspace-wide sources need an admin. Members see the catalog but can only connect personal-scope accounts.
Source guides
Stripe
Billing — OAuth or restricted key
PostHog
Product analytics — API key + project mapping
Slack
Conversation signals + notification destination
Gmail
Per-teammate email connection
CRM
Salesforce, HubSpot, Attio — accounts, deals, renewals
Support and meetings
Pylon, Gong, Fireflies, Granola, Google Calendar
