Overview
Slate integrates with external tools through webhooks, file imports, embeddable forms, and a REST API.
Bringing data in
| Inbound Webhooks | Receive data from external tools like Zapier, Make, or n8n. Set up a field mapping and Slate creates items automatically |
| CSV Import | Import items in bulk from a spreadsheet. Map columns to pipeline fields and track progress |
| Web Forms | Embed a lead capture form on your website. Submissions create items directly in your pipeline |
| Email Inbound | Receive emails that create new items or continue existing conversations |
Sending data out
| Outbound Webhooks | Send item data to an external URL when events occur in your pipeline |
| REST Hooks | Subscribe to events programmatically via the API. Compatible with Zapier and similar platforms |
| API | Full access to items, tasks, and pipelines via a REST API |
| CSV Export | Export report data as CSV for analysis in spreadsheets or BI tools |
Source mappings
Source mappings define how incoming data translates to your pipeline fields. There are three types, each for a different data source:
| CSV Import | For importing data from spreadsheet files |
| Integration | For receiving data from external tools via webhooks |
| Web Form | For capturing leads from embeddable forms on your website |
You can create and manage source mappings in Settings → Company Settings → Source Mappings. When creating a mapping, paste a sample payload and Slate automatically detects the fields for you.
How integrations work
Connecting an external tool to Slate typically involves two steps:
- Create an integration in Settings → Company Settings → Integrations. This generates a unique webhook URL for the external tool to send data to.
- Create a source mapping and select the appropriate type. Define how incoming fields translate to your pipeline fields.
Once configured, the external tool sends data to the webhook URL, Slate applies the mapping, and items are created in your pipeline. If duplicate detection is enabled, it is applied automatically.
This pattern works with any tool that can send HTTPS requests.