Integrations

Connect Lev to the CRMs, data rooms, inboxes, documents, and internal systems your team already uses, giving technical teams a controlled way to connect Lev context, tools, and actions.

Connect Lev to the systems teams already run. Integrations sync records, files, emails, approvals, warehouses, and AI tools into one operating layer.

Connect systems

From Connected accounts, link your email and the business systems around a deal — CRM, data rooms, documents, and warehouses.

Managed setup
Connect existing systems without a rip-and-replace migration.
System roles
Each connection has a clear role — email, CRM, data room, or warehouse.

Map records and actions

Choose how Lev records map to a connected system, and toggle exactly which actions are allowed to sync.

Record mapping
Deals, contacts, and notes line up with the system’s own objects.
Action boundaries
Decide what can sync — creates and updates on, deletes off.

Monitor sync and audit

Watch sync health and recent events across every connected system, and reauthorize the moment a connection drops.

Operational visibility
Recent syncs and failures are surfaced, not hidden.
Governed movement
Every synced record stays traceable to its source system.

Every connected system stays in sync with the deals that drive it.

Teams can connect systems while keeping permissions, records, and actions visible.

Systems are connected by role

CRM, email, documents, data rooms, and AI tools have clear jobs.

Records stay aligned

Files, contacts, deals, and actions can sync around Lev context.

Health is monitored

Sync state, permissions, and exceptions remain visible.

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