Section 1B: Controlling Sync & Connecting Integrations

Last updated: October 17, 2026

1.4 Configure email sync scope (Do Not Track)

Not every contact belongs in your CRM. Investors, lawyers, and recruiters should stay out. Use Do Not Track to control this.

Add domains to Do Not Track

Settings → Mail and Calendar → Do Not Track → add domains (e.g., legalfirm.com) or specific email addresses. Lightfield will stop creating or updating records from those senders going forward.

Tip: Founders should add their investors' and outside counsel's domains right away — these conversations don't belong in your sales CRM.

What's excluded by default

  • Emails from your own domain

  • Personal email domains like @gmail.com

Blacklisting vs. deleting

Blacklisting a domain prevents new records from being created — it does not delete existing ones. To remove existing records, delete the account or contact directly. Once deleted, Lightfield won't recreate it.

1.5 Connect MCP tools (Notion, Linear, etc.)

Lightfield's MCP connectors let you connect external tools so the agent can access their data in real time.

How to connect

Settings → Connectors → browse available connectors → click Connect → follow the authentication flow.

Popular connectors

  • Notion — query Notion documents from inside the Lightfield agent

  • Linear — link engineering issues to accounts and opportunities

  • Mixpanel — access product analytics alongside CRM context

Using Granola with Lightfield

Granola has a built-in integration. Admins add a Granola workspace API key in Settings → Integrations, and each user can add a personal API key in Settings → External apps. Lightfield then attaches Granola transcripts and notes to the matching Lightfield meetings. See Granola integration.

Granola API keys require a Granola Business plan or higher. If your Granola plan doesn't include API access, connect Granola's MCP connector and sync your notes with a workflow instead. See How to sync Granola notes into Lightfield with a workflow.

Custom connections

For tools not in the native connector list, go to Settings → Workflows to set up a webhook-based connection. You can describe the integration in plain language and Lightfield will help you build the workflow.