> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gatrevo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding walkthrough

> A step-by-step guide to the Gatrevo setup wizard.

When you first sign up, Gatrevo walks you through a setup wizard to connect your tools.
You can skip any step and connect later from **Settings → Integrations**.

## Step 1 — CRM

Gatrevo checks your CRM before every campaign to avoid emailing existing customers or contacts in active deals.

**HubSpot**

1. In HubSpot, go to **Settings → Integrations → Private Apps**
2. Create a new private app with these scopes: `crm.objects.contacts.read`, `crm.objects.contacts.write`, `crm.objects.notes.write`
3. Copy the token (starts with `pat-`) and paste it into Gatrevo

**No CRM**
Choose "No CRM — use internal contact store" to skip this step. Gatrevo will track every contact it has ever enrolled and deduplicate against that history. You can connect a CRM at any time from Settings.

## Step 2 — Sequencer

This is where your outreach emails are enrolled and sent from.

**Apollo**

1. In Apollo, go to **Settings → API** and copy your API key
2. Go to **Settings → Email Accounts** and copy your Email Account ID
3. Paste both into Gatrevo

**Gmail or Outlook (no sequencer needed)**
Choose "Send via Gmail or Outlook" to use Gatrevo's built-in native sender. Emails are sent directly from your real work email address for maximum deliverability. Connect your account from **Settings → Integrations** after setup.

## Step 3 — Channel

This is where your team interacts with Gatrevo.

**Slack (recommended)**
Click **Add to Slack**. You'll be taken to Slack to authorise Gatrevo in your workspace. Once approved, you'll be redirected back to Gatrevo automatically.

After connecting, reps can:

* DM `@gatrevo` directly
* @mention the bot in any channel
* Use `/gatrevo draft <linkedin_url>` to generate a cold email

**Web dashboard only**
If you prefer not to use Slack, all campaign management is available in the Gatrevo web dashboard. You can connect Slack at any time from Settings.

## Completion

Once setup is complete you'll see a summary of what's connected. Click **Go to dashboard** to start using Gatrevo.

<Tip>
  Everything connected during onboarding can be changed or disconnected at any time from **Settings → Integrations**.
</Tip>