WORK WITH YOUR TOOLS

Integrations

Bring over HubSpot, Salesforce or spreadsheet data, explore website and mailbox setup, and see how meetings fit in.

CSV imports can be tried in the sample workspace. Live mailbox, tracking, calendar and data-provider connections are not active on this site yet.

Bring your data in

Start with a CSV file. Review the column matches, duplicates and opportunity stages before saving.

Import companies, people and opportunities from a HubSpot CSV export. Map fields and translate pipeline stages during review.

Import companies, people and opportunities from a Salesforce CSV export, with the same mapping and duplicate review.

Upload a CSV from your own spreadsheet. Imports support files up to 5 MB and can be safely undone.

These connections depend on a configured workspace and the relevant provider.

Install a workspace-specific script directly or through Google Tag Manager. Tracking waits for the required consent signal.

Connect a Google mailbox through OAuth for reviewed outreach and reply handling when the mailbox service is active.

Connect a Microsoft mailbox through OAuth for reviewed outreach and reply handling when the mailbox service is active.

Suzi has its own public booking page. Other services require separate setup before they can exchange live data.

Share a booking page that saves confirmed meetings and keeps their lead context together.

Use a published Calendly link as your booking route. Bookings will not sync back until its webhook is connected.

Calendar and video delivery adapters are built, but secure provider connection setup is still required. Existing external events are not imported.

Company identification and contact discovery need configured data providers. Suzi does not claim that a named person visited your site.