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Your organization settings are the control center for everything that affects your entire Topo workspace. From here you configure how Topo identifies your company, how it personalizes AI-generated outreach on your behalf, which tools you’ve connected, and who can access what. Changes made here apply to every team member and every sequence running under your organization.
Only users with the Owner or Admin role can view and edit organization settings. Members can view read-only information but cannot make changes.

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General Settings

The General section lets you update the basic details Topo displays and uses to identify your workspace.
SettingDescription
Organization nameThe display name shown throughout the app and in exported reports.
LogoA square image (PNG or SVG, at least 256×256 px) shown in the sidebar and email footers.
TimezoneThe default timezone used for scheduling outreach windows and displaying timestamps.
Feature flagsEarly-access features your workspace has opted into. Contact support to enable or disable flags.
To update any of these, go to Settings → Organization → General, make your changes, and click Save.

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Organization Context

The Organization Context is a structured AI profile of your company. Topo reads this profile when generating personalized outreach messages, so the more detail you provide, the more relevant and accurate each message will be.

Company Description

A plain-language summary of what your company does, who you serve, and what makes you different. Think of this as a one-paragraph elevator pitch the AI can draw from.

Ideal Customer Profile (ICP)

Describe the firmographics and personas you target — company size, industry, geography, and the job titles you typically reach out to.

Value Propositions

List the specific outcomes your product delivers. The AI uses these to highlight the most relevant benefit for each contact based on their role and company.

Competitors

Name the competitors your prospects are likely already using or evaluating. This helps the AI avoid positioning conflicts and tailor differentiation messaging.
To edit your organization context, go to Settings → Organization → Context and update each field. Your changes take effect for new sequences immediately — existing sequences are not retroactively updated.
Keep your value propositions concise and outcome-focused (e.g., “Cut onboarding time by 40%”) rather than feature-focused (e.g., “Drag-and-drop workflow builder”). Outcome-focused language converts better in cold outreach.

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Exclusion Rules

Organization-level exclusion rules act as a global blocklist. Any contact or company domain on the list will never receive outreach from any sequence in your workspace, regardless of how a lead search is configured. There are two types of exclusions:
  • Contact exclusions — block a specific individual by email address or LinkedIn URL.
  • Account exclusions — block an entire company domain (e.g., competitor.com) so no one at that company is ever contacted.
Exclusions are checked at lead import time. Leads that match an exclusion rule are filtered out before they enter any sequence. To manage your exclusions, go to Settings → Organization → Exclusions. For full details on adding, bulk importing, and managing exclusions via the API, see the Exclusions page.

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CRM Integration

Topo can sync contacts, companies, and engagement data bidirectionally with your CRM. Once connected, newly created contacts and activity updates flow automatically between Topo and your CRM without manual exports. To connect your CRM, go to Settings → Organization → Integrations and follow the connection flow for your provider (e.g., HubSpot). You’ll need Admin permissions in both Topo and your CRM to complete the authorization.
CRM sync runs in the background on a regular schedule. Changes made in your CRM may take a few minutes to appear in Topo, and vice versa.

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Notifications

Topo can send real-time alerts to a Slack channel when important events occur — such as a hot lead being detected or a prospect replying to an outreach message. To connect Slack, go to Settings → Organization → Notifications → Connect Slack and authorize the Topo app in your Slack workspace. You can then choose which channel receives alerts and which event types are posted. For the full list of notification types and per-user preferences, see the Notifications page.

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Security

Enterprise plans can enforce Single Sign-On (SSO) via SAML 2.0. When SSO is enabled, all team members must authenticate through your identity provider (e.g., Okta, Azure AD, Google Workspace) before accessing Topo.To configure SSO:
1

Open Security Settings

Go to Settings → Organization → Security.
2

Download the Service Provider Metadata

Copy the Entity ID and ACS URL shown on the page — you’ll enter these into your identity provider.
3

Configure Your Identity Provider

Create a new SAML application in your IdP using the Entity ID and ACS URL from the previous step. Map the email attribute to your users’ email addresses.
4

Upload IdP Metadata to Topo

Paste your identity provider’s metadata XML or URL into the IdP Metadata field and click Save.
5

Test and Enforce

Use the Test SSO button to verify the configuration before enabling Enforce SSO for all members.
Enabling Enforce SSO will immediately require all members (including Owners) to log in via your IdP. Make sure at least one admin has a verified IdP account before enforcing.