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Integrations

31 ways SAM fits your stack

Lead capture, email, SMS, WhatsApp, Messenger, Instagram, AI content, video, direct mail, and team notifications — configured in Setup, working with your Routines.

Lead capture

Get leads into SAM from ads, email, events, forms, and the Chrome extension.

  • Facebook Lead Ads

    Import leads from Facebook Lead Ads into SAM contacts.

    • Connect Facebook and refresh all managed Pages
    • Subscribe each Page for leadgen webhooks

    Works with contacts, landing pages, teams

  • Email Leads To SAM

    Parser addresses that turn forwarded emails into contacts.

    • Create parser email addresses per source
    • Parse lead details into contact records

    Works with contacts, landing pages

  • Website Form Integration

    Embed forms on your site; submissions flow to SAM.

    • Embed forms on any website
    • Map fields to contact properties

    Works with landing pages, contacts

  • Eventbrite

    Event registrations become SAM contacts via webhook.

    • Receive registration webhooks
    • Create or update contacts from attendees

    Works with contacts, routines

  • SAM Smart Import

    Chrome extension one-click capture from any webpage.

    • Capture page data into new contacts
    • Choose target tags and pipelines

    Works with contacts

Email & messaging

Unified inbox and outbound email, SMS, WhatsApp, Messenger, and Instagram.

  • Google

    Gmail, Calendar, and Contacts via OAuth.

    • Send and sync Gmail in Inbox
    • Two-way calendar sync

    Works with inbox, calendar, contacts

  • Microsoft Outlook

    Outlook email, calendar, and contacts for Microsoft 365.

    • Outlook email in Inbox
    • Calendar sync with SAM activities

    Works with inbox, calendar, contacts

  • SendGrid

    Transactional and bulk email at scale.

    • Send bulk and transactional email
    • Manage suppression groups

    Works with inbox, newsletters, templates

  • Twilio

    SMS, MMS, WhatsApp-ready numbers — plus Voice Forward for inbound calls and voicemail on Call List.

    • Send and receive SMS; send MMS when photos are attached
    • Configure phone numbers and webhooks

    Works with inbox, call lists, routines

  • WhatsApp

    Two-way WhatsApp in Inbox, Outbox, and Routines via Twilio WhatsApp.

    • Send and receive WhatsApp in the shared Inbox
    • Queue WhatsApp from Outbox and Routine Send Message actions

    Works with inbox, routines, templates, contacts

  • Facebook Messenger

    Page Messenger DMs in the shared Inbox — icebreakers, comment→DM, and Chat triggers.

    • Receive and reply to Page Messenger DMs in Inbox
    • Icebreakers and Get Started postbacks

    Works with inbox, routines, contacts

  • Instagram Messaging

    Instagram professional DMs in Inbox — icebreakers, comment→DM, and Chat triggers.

    • Receive and reply to Instagram DMs in Inbox
    • Apply icebreakers to Instagram (mobile new chats)

    Works with inbox, routines, contacts

AI & content

Bring your own AI keys and generate content without leaving SAM.

  • OpenAI

    Bring your own OpenAI models for generations and assistants.

    • Configure models and API access
    • Power generations library

    Works with ai assistant, sam chat

  • Google Gemini

    Primary AI for SAM Chat, Knowledge Library, and media.

    • SAM Chat tool execution
    • Knowledge Library indexing

    Works with sam chat, ai assistant, properties

  • xAI / Grok

    Bring your own xAI API key for Grok models in chat and generations.

    • Use Grok models in Sam Chat
    • Power Generations Studio with Grok

    Works with sam chat, ai assistant

  • Anthropic Claude

    Bring your own Anthropic API key for Claude in chat and generations.

    • Use Claude models in Sam Chat
    • Power Generations Studio with Claude

    Works with sam chat, ai assistant

  • ElevenLabs

    Voice synthesis for audio content.

    • Configure voice profiles
    • Generate audio content

    Works with ai assistant

  • HeyGen

    AI video generation and talking photos.

    • Generate AI videos
    • Talking photo content

    Works with ai assistant, properties

  • Gamma

    AI presentation decks for listings and sellers.

    • Push listing data to Gamma
    • Generate presentation decks

    Works with properties

  • Manus AI

    Deep research agent with webhook notifications.

    • Submit research tasks
    • Webhook delivery of results

    Works with ai assistant

Marketing & outreach

Video, direct mail, homeowner marketing with Fello and Homebot, and team alerts.

  • Mailchimp

    List sync settings for email marketing bridge.

    • Sync list configuration
    • Bridge audience data

    Works with newsletters, contacts

  • Homebot

    Homebot behavior, read with the relationship SAM already knows — on the contact, and across the book of business.

    • Read one contact’s Homebot activity, signals, and what SAM notices
    • See who across your Homebot relationships deserves a look

    Works with contacts, routines, calendar

    See what this does for agents
  • Dubb

    Video platform webhooks into SAM.

    • Webhook key for video events
    • Engagement tracking on contacts

    Works with contacts, routines

  • Handwrytten

    Handwritten cards sent from SAM.

    • Send handwritten cards
    • Routine-triggered mail touches

    Works with routines, templates

  • Letter Friend

    Physical letter fulfillment from SAM.

    • Send letters for print and mail
    • Print queue fulfillment

    Works with templates, routines

  • Slack

    Team notifications in Slack.

    • Install SAM Slack app
    • Receive team notifications

    Works with teams, inbox

Team & website

Website chat widget for visitor capture — separate from in-app SAM Chat.

  • SAMChat website widget

    Embed chat on your public website to capture visitors.

    • Embed chat widget on your website
    • Capture visitor conversations as leads

    Works with landing pages, contacts

SAMChat website widget captures visitors on your public site. SAM Chat is the in-app assistant for logged-in users — different products, both GA.

AI + MCP

SAM can work with the AI tools you already use

SAM includes its own MCP Server, giving compatible AI assistants a controlled way to work with the business information and capabilities inside SAM. That means an AI assistant can do more than answer general questions. With your permission, it can ask SAM what's happening in your business, count and list the contacts you can see, help prepare you for conversations, find priorities, work with transactions, and request approved actions.

Production MCP 2.5.4 currently exposes 101 governed capabilities, with more being added as the platform grows.

See what SAM can securely do with compatible AI assistants.

Platform capability

SAM MCP Server

Connect compatible AI assistants to SAM's business context, exact contact counts, and governed actions.

  • AI
  • Contact Populations
  • Governed Actions
Learn about MCP

Connect your stack in Setup

Most integrations take minutes to authorize. Start a trial and open Setup → Integrations.