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Integrations are found under Account → Integrations in the left sidebar.
Only one integration per category can be connected at a time.
  • One CRM — HubSpot, Salesforce, or Pipedrive. Never two at once.
  • One workspace — Google Workspace or Microsoft Workspace. Workspace connections are personal (each teammate connects their own account), so this limit applies per person: you can have Google Workspace or Microsoft Workspace connected, never both, even if a teammate on your team has the other one connected.
  • One messaging app — Slack or Microsoft Teams. Never both at once.
Trying to connect a second provider in a locked category is blocked with a message telling you to disconnect the first one before continuing.
Integrations page

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CRM, Cloud Storage & Messaging

Who can connect what: CRM and messaging (Slack/Teams) connections are shared across your whole organization — connecting or disconnecting one requires the owner or admin role. If you’re not an admin, the Connect/Disconnect button is locked with an Admin access required note. This isn’t one of the individual permissions an admin can grant a Member — to manage these integrations, a teammate needs the Admin role. Google Workspace and Microsoft Workspace connections are personal — any team member can connect their own account without needing admin rights.
If an integration isn’t available on your plan, clicking Connect opens an Unlock dialog instead of starting the connection, with options to email support@samsearch.co or book a 15-minute call.

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CRM

Connect your CRM to sync pursuits and manage your pipeline across both tools. Pushes from SamSearch to your CRM happen in real time — the moment you save a pursuit or change its status, not on a delay or a periodic poll.

HubSpot

  • Pursuits sync as Deals in HubSpot
  • Contacts sync as Companies
  • Auto-syncs in real time on pursuit save or status change
  • Matches existing deals by name to avoid duplicates
HubSpot Setup →

Salesforce

  • Pursuits sync as Opportunities
  • Companies sync as Accounts, with Contacts linked via an Opportunity Contact Role
  • Auto-syncs in real time on pursuit save or status change
  • Supports sandbox + production orgs
Salesforce Setup →

Pipedrive

  • Pursuits sync as Deals in Pipedrive
  • Companies sync as Organizations, with linked People
  • Auto-syncs in real time on pursuit save or status change
  • Matches existing deals to avoid duplicates
Pipedrive Setup →
To connect, click Connect on the card. Each CRM’s Configure panel is stage mapping only — you map every SamSearch pipeline column to a matching stage in your CRM.

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Cloud Storage (Workspace)

Google Workspace

  • Import and export files between Google Drive and pursuits
  • Send pursuit emails via Gmail
  • Sync due dates to Google Calendar (with Google Meet scheduling)
  • Works with shared drives
Google Workspace Setup →

Microsoft Workspace

  • Import and export files between OneDrive/SharePoint and pursuits
  • Send pursuit emails via Outlook
  • Sync due dates to Outlook Calendar (with Teams meeting scheduling)
  • Reuses your Microsoft 365 login — no extra sign-in
Microsoft Workspace Setup →
Google Workspace and Microsoft Workspace are mutually exclusive per person — disconnect one before connecting the other.
Each workspace’s Configure panel has three independently toggleable pieces: Drive/OneDrive (import, export, and proposal-template management), Gmail/Outlook Mail (send from Journey Hub, per-pursuit email tracking, a custom sender name, and your email signature/templates), and Calendar (due-date sync, deadline reminders, and — for Google — Meet scheduling). The Calendar section also has a Hide Lost / No-Bid pursuits toggle that keeps pursuits in your Journey Hub’s Lost / No-Bid column off your calendar; turning it on also removes their existing calendar events. Calendar sync requires write access to the calendar you select; SamSearch blocks saving if it can’t write to it and shows instructions for granting edit access.

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Messaging & Notifications

Slack and Microsoft Teams connect at the organization level, requiring the owner or admin role — see the scope note above. SamSearch recommends connecting with a dedicated work account rather than a personal one, so the connection survives someone leaving the team.

Slack

  • Pursuit notifications and @mentions as DMs
  • Two channel digests: new AI-matched leads, and proposal/outline-ready
  • /sammy (or /samsearch) slash command to search or chat with Sammy
Slack Setup →

Microsoft Teams

  • Pursuit notifications and @mentions as DMs
  • Two channel digests: new AI-matched leads, and proposal/outline-ready
  • Chat with @Sammy, and schedule Teams meetings with pursuit contacts
Microsoft Teams Setup →
Both connect the same way and share the same notification settings under the hood — a Direct messages toggle, an events checklist (mentions, replies, reactions, pursuit assignments, task assignments, amendment updates), and the two channel digests above.
Setting up Microsoft Teams is the most common integrations support issue. After you authorize SamSearch, a Microsoft 365 Global Administrator must separately approve a one-time admin-consent link before Sammy or notifications will recognize your teammates in Teams — this step is easy to miss because it isn’t part of the in-app connect wizard. See Microsoft Teams Setup → Grant admin consent before you start, or if the bot says it doesn’t recognize your account after connecting.

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Requesting an integration

Using a tool SamSearch doesn’t connect to yet? Click the blue Request integration button in the top-right of the Integrations page header, or the dashed Request an integration card under Something missing? (just below the Messaging & Notifications cards) — both do the same thing. Your request goes to the SamSearch team through the in-app support messenger, where you can tell us which tool you need.

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Government Sources — GSA eBuy

GSA eBuy sends private requests for quotes (RFQs) to contractors on GSA schedules. SamSearch gives every organization a unique inbound email address; once you add it as a Point of Contact in eBuy and SamSearch finishes activating the connection, those RFQs appear in Search under the GSA eBuy source automatically.
GSA eBuy works differently from the integrations above: it has no search box of its own — every eligible RFQ is surfaced automatically — and, unlike other sources, eBuy opportunities can’t be dismissed.
See the full setup guide: GSA eBuy Setup →

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Connection states

These states apply to every CRM, Google Workspace, Microsoft Workspace, Slack, and Teams card (GSA eBuy uses its own states — see its setup guide). To disconnect any of these, click Disconnect on the card and confirm. Disconnecting stops future syncs immediately; it doesn’t delete anything already sent to the other tool.

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API Access

SamSearch provides a REST API for programmatic access to search results and recommendations. The API includes a recommendations endpoint that returns AI-matched opportunities for your profile. API access is available on Enterprise plans and by custom request. Contact support@samsearch.co to learn more or request access.

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MCP / Claude Integration

SamSearch supports MCP (Model Context Protocol) integration, enabling connections to Claude and other AI platforms. Available on custom request — contact support@samsearch.co.