Connecting Integrations

Audience: Admin (typically RevOps), with a seller-level section at the end

The Integrations screen is where you connect your first-party systems to AI Sales Copilot. Connected systems feed your scoring models and Sales Copilot itself, so insights and scores reflect your own data alongside HG data.

Integrations exist at two levels: workspace-wide connections your Admin configures (CRM, marketing automation, analytics, data warehouse), and seller-level connections each rep makes for their own sales engagement tools (see the last section).

To connect a system, open Integrations, find the system (or use search), and select Connect. Connected systems show a Connected badge.

List of integrations for CRM, marketing automation, analytics, and data warehouse services.

CRM

Salesforce: pull CRM data into your scoring models or Sales Copilot, and sync scores back to accounts and contacts.
HubSpot: pull contact and campaign data into your scoring models or Sales Copilot.

Sales Copilot fully supports both Salesforce and HubSpot as CRMs, including territory mappings for each. See Working With or Without a CRM.

Marketing Automation

Marketo: pull lead and campaign data into your scoring models or Sales Copilot.
Eloqua: pull contact and campaign data into your scoring models or Sales Copilot.

Analytics

Amplitude: pull product usage data into your scoring models or Sales Copilot.
Mixpanel: pull product usage data into your scoring models or Sales Copilot.
Segment: pull behavioral event data into your scoring models or Sales Copilot, and sync scores back to Segment audiences (supports both Pull and Push).

Data Warehouse

Amazon S3: pull data from S3 into your scoring models or Sales Copilot.
Google BigQuery: pull data from BigQuery into your scoring models or Sales Copilot.
Snowflake: pull data from your Snowflake warehouse into your scoring models or Sales Copilot.

Sales Engagement

Gong: add contacts from Sales Copilot to Gong sequences, or embed Sales Copilot directly in Gong.
Outreach: add contacts from Sales Copilot to Outreach sequences, or embed Sales Copilot in Outreach.
Salesloft: also available in the Sales Engagement category.

Seller-level integrations

Audience: Sellers

Sellers have their own Integrations menu in the Sales Copilot left panel, for connecting the tools they sell with. Sales-engagement connections are personal to each seller; data providers can also be connected by the Admin for the whole workspace.

Sales engagement: connect Outreach (add contacts to your sequences) or Salesloft (add contacts to your cadences) with your own credentials. Gong Engage is connected by your Admin.
Cognism: a data provider that can be connected with a Workspace key (by your Admin) or a Personal key, where credits are attributed to your own Cognism account.

Once connected, actions in the platform work end to end, such as exporting selected contacts into a specific Outreach sequence.

Integration options for sales engagement tools and personal workspace key management.