Connecteam logo

Integrate Connecteam with your AI CRM

Connecteam is a comprehensive workforce management platform designed to streamline operations, enhance communication, and improve HR processes for deskless teams.

Explore Triggers and Actions

Archive Users

Tool to archive one or more users by their unique IDs. Use when you need to deactivate users without deleting their records.

ActionTry it

Create Users

Tool to create multiple users in Connecteam. Use when you need to add several staff or admin accounts at once.

ActionTry it

Generate Upload URL

Tool to generate a pre-signed URL for uploading a file. Use when you need a secure, time-limited URL prior to file upload.

ActionTry it

Get Chat

Tool to retrieve chat conversations. Use when you need to list all team chats/channels after confirming your Communications hub is on Expert plan.

ActionTry it

Get Custom Field Categories

Tool to retrieve all custom field categories. Use when you need to list or filter custom field categories in your Connecteam account.

ActionTry it

Get Custom Fields

Tool to retrieve all custom fields associated with the account. Use when you need to filter, sort, or page through custom fields after authentication.

ActionTry it

Get Forms

Tool to retrieve all form definitions from Connecteam. Use when you need to list all existing forms after enabling the Forms API.

ActionTry it

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance ID. Use after confirming scheduler or time clock instance ID when you need to filter and page through jobs.

ActionTry it

Get Performance Indicators

Tool to retrieve the list of performance metric indicators. Use when you need to list available performance indicators for data analysis. Examples: "List performance metrics".

ActionTry it

Get Policy Types

Tool to retrieve available time-off policy types. Use before filtering or creating time-off requests by policyTypeId.

ActionTry it

Get Publishers

Tool to retrieve a list of all custom publishers. Use when you need to list custom publishers after confirming API access.

ActionTry it

Get Schedulers

Tool to retrieve a list of job schedulers associated with the account. Use after authentication when you need to enumerate all schedulers.

ActionTry it

Get Smart Groups

Tool to retrieve all smart groups associated with the account. Use when you need to list all smart groups after authenticating with a valid API key.

ActionTry it

Get Task Boards

Tool to retrieve all task boards. Use after authenticating with a valid API key to list available task boards.

ActionTry it

Get Users

Tool to retrieve a list of all users associated with your account. Use when you need to fetch and filter user data.

ActionTry it

List Me

Tool to retrieve account information including company name and company ID. Use when you need to get details about the authenticated account.

ActionTry it

How the Connecteam integration works

The Connecteam integration connects your Dench AI CRM directly to Connecteam, so agents can read and act on your Connecteam data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

16 actions are available for agents to invoke on your behalf. Every call runs through Connecteam's own authorization, scoped to the account you connect.

Set up Connecteam in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Connecteam and click Connect — you'll authorize access through Connecteam's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Connecteam in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Connecteam integration work with Dench?

The Dench Connecteam integration connects your AI CRM to Connecteam, so AI agents can work with your Connecteam data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Connecteam via Dench?

The Connecteam integration currently exposes 16 actions, including Archive Users, Create Users, Generate Upload URL, Get Chat, Get Custom Field Categories, and Get Custom Fields. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Connecteam to Dench?

No. You connect Connecteam from your Dench workspace using Connecteam's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Connecteam integration secure?

Connections are authorized through Connecteam's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Connecteam connection from your workspace settings at any time.