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Settings > Sales > Data sources lists every source Revenue OS reads, its state, and what it turns on. The Queue header shows how many of your plan’s required sources are still to connect. An embed on a funnel page is not an integration. The integration is the connection that sends data back to Olympus. Nothing stops working without one: calls, call reports and deals still happen, and the call report keeps the pipeline right. A missing source means some steps stay manual.

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States

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Olympus calendar

Built in. Create a booking calendar in Build > Calendars.
  • Check it works: book a test call. The opportunity moves to the booked stage and the booking shows on Home.
  • What improves: bookings move the stage, start pre-call journeys, and count on Home and Performance.

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Calendly or Cal.com

Set up in Calendar integrations.
  • Check it works: book a test call through Calendly or Cal.com. It shows on the opportunity’s Meetings tab, the opportunity moves to the booked stage, and the call counts in your funnel numbers. Cancel it there and the appointment shows as cancelled.
  • If it is not connected: the AE call report moves the stage after the call.
  • What improves: each booking becomes an appointment on a “Calendly” or “Cal.com” calendar in your workspace. It links to the contact’s opportunity, moves the stage like a booking on your own calendar, and starts booked-call automations. Reschedules move the appointment, cancels cancel it, and no-shows you mark in the tool mark it a no-show. Bookings made before you connected are not imported.

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Olympus forms

Built in. Build an application form in Build > Forms.
  • Check it works: submit a test application. A lead is created and moves to Application.
  • What improves: applications create the lead and move it to Application.

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Phone line

Add a managed number in Settings > Messaging. The softphone dials on that line.
  • Check it works: place a call from Messages. It shows as a dial on Performance.
  • If it is not connected: reps can log calls made elsewhere with Log outcome.
  • What improves: dials and answers on Performance and Home, dialling sessions in Queue, and calls and texts in Messages. An iMessage line alone does not place softphone calls.

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Payment processor

Connect Stripe, Whop, Commas or PayPal in Payment processors.
  • Check it works: take a test payment. It appears on the contact’s Payments tab.
  • If it is not connected: cash entered on call reports still counts. Failed payments, refunds and subscription status stay out of Olympus.
  • What improves: payments, failed payments and refunds on the contact, and collected cash on Measure.

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Email

Built in. Olympus sends journey email for you. Connect Resend to send from your own domain.
  • Check it works: send a test from an automation’s email step.
  • What improves: journeys send email and stop when a lead books or wins.

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Ad platforms

Connect Meta. Google Ads is not open to every workspace yet.
  • Check it works: yesterday’s ad spend shows on Measure and Home within six hours of connecting. The sync reads campaigns launched from Olympus.
  • If it is not connected: enter monthly spend per channel under Settings › Integrations › Ads. Owners and Admins can edit it. Tracking links still show which channel each lead came from.
  • What improves: ad spend, CPC and CPM on Measure and Home, return on ad spend (won revenue ÷ ad spend) and ad cost per win.
  • Synced and manual spend together: if you enter a month for a channel, that amount replaces synced spend for that channel and month, so nothing counts twice. Clear the month to use synced spend again. Spend in another currency is shown apart and never added in. Manual and synced spend count for the whole workspace, so a report filtered to one project leaves them out.

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Assessments

Built in. Build a quiz funnel in Build > Funnels.
  • Check it works: take the quiz with a test email. The contact’s Overview shows the score in the Intake card.
  • What improves: the score, the weakest areas and a recommended tier on the contact. Add single-select opportunity fields with the keys growth_stage and primary_constraint to fill those too. A lead who does not book within the booking window after their report joins Hot leads.

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Document signing

Not available yet. There is no DocuSign or PandaDoc connection.
  • In the meantime: add the signed contract on the contact’s Overview.

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CRM import

Built in. Open Settings > Integrations and select Switch to Olympus.
  • What improves: contacts and deals from your old CRM, imported once. Close imports use a CSV export until the Close connection is activated.

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Checklist by plan

A guide, not a gate. The card opens on your workspace’s plan, and you can look at the others.