
CRM & Document Storage
CRM and cloud storage integrations are currently in Beta — free for a limited time.
CRM
HubSpot
- Pursuits sync as Deals in HubSpot
- Contacts sync as Companies
- Auto-syncs on pursuit save or status change
- Deduplicates — won’t create duplicate deals
- Can trigger only on opportunities above a score threshold (e.g. 80+)
Salesforce
- Pursuits sync as Opportunities
- Companies sync as Accounts
- Auto-syncs on pursuit save or status change
- Supports sandbox + production orgs
Pipedrive
- Pursuits sync as Deals in Pipedrive
- Companies sync as Organizations
- Auto-syncs on pursuit save or status change
- Deduplicates — won’t create duplicate deals
Cloud Storage
Google Workspace
- Import files from Google Drive into SamSearch (one-way — Drive to SamSearch)
- Send pursuit emails via Gmail
- Sync due dates to Google Calendar
- Works with shared drives
Microsoft Workspace
- Attach OneDrive files to pursuits
- Send pursuit emails via Outlook
- Sync due dates to Outlook Calendar
- Reuses your Microsoft 365 login — no extra sign-in
Google Drive integration is one-way: files flow from Drive into SamSearch. Exporting SamSearch files back to Drive is not currently supported.
Messaging & Notifications
Slack
- Get pursuit alerts and @mentions in Slack
- Notify your team on status changes and deadlines
- Post new AI-matched leads to a channel
- Supports Notifications, Mentions, and DMs
Microsoft Teams
- Get pursuit alerts and @mentions in Teams
- Chat with Sammy directly from Teams
- Post new AI-matched leads to a channel
- Status: Coming soon