Integrations

This guide covers the two integrations most recruiters set up first — email (Gmail) and LinkedIn — and explains where to manage all your connected accounts. Connecting these accounts is what lets Campaigns send outreach on your behalf and lets Messages include LinkedIn steps.

Where do I find my integrations?

Vitae has two places for integrations depending on what you are connecting.

Organization-level integrations (LinkedIn, CRM syncs, and more):

1. Open the Settings area from the main navigation.
2. In the left sidebar, under the Organization heading, click Integrations.
3. The page title reads Integrations and shows a grid of provider cards — LinkedIn, Calendars, Slack, HubSpot, Greenhouse, Lever, and others.

Personal integrations (your own LinkedIn and calendar accounts):

1. Open the Settings area from the main navigation.
2. In the left sidebar, under the Personal heading, click Integrations.
3. The page lands on the Calendars tab by default. Switch to the LinkedIn tab to manage your personal LinkedIn connection.

Tip: The organization Integrations page shows the LinkedIn card with an Available badge. Clicking it opens a side panel that lets you connect and manage LinkedIn accounts — the same flow as Personal > Integrations > LinkedIn.

How do I connect Gmail for campaigns?

Email account connection is found on the Campaigns page, not in Settings.

1. In the left navigation, go to Campaigns (under the Automation section).
2. In the top-right area of the Campaigns page, click Connect Account (the button with a mail icon).
3. The Connect a New Account modal opens. Two provider rows appear:
   • Google — G-Suite / Gmail
   • LinkedIn — Professional networking & messaging
4. Click the Google row.
5. The modal switches to a Connecting… screen with a loading spinner. Your browser will redirect to Google to authorize the connection.
6. Complete the Google sign-in and permission prompt in the browser.
7. When Vitae receives the confirmation, you will see a toast: “Google account connected successfully!”

Once connected, the Campaigns page shows Email Account(s) with a Connected label in the accounts summary. When configuring a campaign’s Account To Use field, your Gmail address will appear as a sender option.

What if I need to disconnect a Gmail account?

1. On the Campaigns page, find the connected accounts summary.
2. Click the actions for the account you want to remove.
3. The Revoke Gmail Access modal opens, showing the email address and a warning that active campaigns using this account will stop sending.
4. Click Revoke Access to confirm, or Keep Connected to cancel.

Tip: If you try to launch a campaign without a connected email account, Vitae shows an Account Connection Required prompt with a Connect Email button that takes you straight to the connection flow.

How do I connect my LinkedIn account?

You can connect LinkedIn from three places — they all use the same flow:

• Personal > Integrations > LinkedIn tab
• Organization > Integrations > LinkedIn card
• The LinkedIn Dashboard

Steps:

1. Navigate to any of the surfaces above. You will see two sections: Account configuration and Connected accounts.
2. If no account is connected yet, the Connected accounts section shows “No LinkedIn account connected” with a helper note: “You’ll be redirected to LinkedIn to authorize the connection.”
3. Click Connect LinkedIn account.
4. A toast appears: “Redirecting to LinkedIn authentication…” and your browser redirects to LinkedIn.
5. Sign in to LinkedIn and approve the permissions.
6. On return, you will see a toast: “LinkedIn account connected successfully!” and your account appears as a profile card with a green Connected badge.

What if my LinkedIn account shows as disconnected?

If the profile card shows an Disconnected or Connection issue badge:

1. The card displays an error message and a Reconnect account button.
2. Click Reconnect account (or open the three-dot Account actions menu and choose Reconnect).
3. Your browser redirects to LinkedIn again to re-authorize.

How do I disconnect a LinkedIn account?

1. On the connected profile card, open the three-dot Account actions menu.
2. Click Disconnect (shown in red).
3. The Disconnect LinkedIn Account modal asks you to confirm. Click Disconnect to remove the account, or Cancel to keep it.

How do I connect my calendar?

Calendar connection lives under Personal > Integrations > Calendars tab. It is also accessible from the Scheduled Interviews page.

1. Open Personal Integrations and click the Calendars tab.
2. The page title reads Calendar Integrations. The Connected calendar accounts section shows either connected accounts or an empty state.
3. If no accounts are connected, click Connect Google or Connect Microsoft depending on your calendar provider.
4. Your browser redirects to Google or Microsoft to authorize Vitae’s access to your calendar.
5. On successful return, a toast confirms: “Calendar connected successfully” and the account card appears showing your email address, a provider label (e.g. Google Calendar or Microsoft Calendar), and a green Connected badge.

Once more accounts are connected, Add Google and Add Microsoft outline buttons appear so you can add additional calendars.

How do I disconnect a calendar?

1. On the connected account card, click Disconnect.
2. The Are you sure? modal shows the account email and a warning that you will need to reconnect to use it again.
3. Click Yes, revoke access to confirm, or Cancel to keep it.
4. A toast confirms: “Calendar disconnected successfully”

What does each integration unlock?

Related guides

• Campaigns — building and launching outreach campaigns that use your connected email and LinkedIn accounts.
• Messages — the unified inbox including the LinkedIn messaging tab.
• ATS & Pipeline — interview scheduling that uses your connected calendar.
• Settings — managing other organization and personal preferences.
• Troubleshooting — help with connection errors and account issues.