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Integrations in SAMI OS: what connects and where to set it up

Find the two homes for integrations in SAMI OS and pick the right setup path for each connection type.

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SAMI OS connects to your other tools in two places: the Integrations tab in Settings, and the app connector catalog inside the Workflow builder. This guide explains what each one covers so you know exactly where to go.

The two homes for integrations

Most setup happens in one of two spots:

  • Settings → Integrations holds the account-level connections that feed activity into your CRM. This is where you forward lead emails, connect Zapier and manage API keys, set up SAMI external CRM logging, and (for eligible orgs) connect CINC.
  • Workflows holds the app connector catalog. When you add an action or trigger to a workflow, you pick the app it should talk to — Follow Up Boss, HubSpot, Slack, Calendly, and many more.

Most app connections in the Workflow builder are user-owned — each agent connects their own account, so a connection you make isn't shared across your whole organization. Account-level items in Settings, like CINC and external CRM logging, apply more broadly.

What lives in Settings → Integrations

Open Settings → Integrations and you'll see a card for each connector:

  1. Email new leads to SAMI OS

    Create a parsing address for each lead source that emails you notifications, then forward those emails in so SAMI OS can create contacts from them. Choose a Personal scope (leads assigned to you) or an Organization scope (unassigned, routed by your team's rules).

  2. Zapier / API Keys

    Use the private Zapier app invite, then create an API key here for the connection. The same keys authenticate any direct API requests you build.

  3. SAMI external CRM logging

    Connect a supported external CRM with an API key and choose which SAMI activity — calls, SMS, notes, and tags — gets written back to the matching record.

  4. CINC

    If your organization is enabled for it, the CINC card lets you connect CINC and keep its inbound webhooks synced.

Native actions, CINC, and Composio apps

Inside Workflows, the connector catalog groups apps by who powers the connection:

  • Native SAMI OS actions run directly against your CRM — creating contacts, updating your Pipeline, sending texts, or triggering your SAMI Bots. These are always available, with nothing to connect.
  • CINC is a dedicated real-estate connector for lead generation and CRM sync, separate from the Composio-backed apps.
  • Composio-backed apps cover the long tail of third-party tools — Follow Up Boss, HubSpot, GoHighLevel, Slack, Calendly, Notion, and more. You authorize your own account the first time you add one to a workflow.

Not sure which path to use? If you want inbound leads or activity flowing into SAMI OS, start in Settings. If you want a workflow step to act in another app, add it from the connector catalog in the builder.

For step-by-step help, see the article that matches your connection: connecting an app inside a workflow, setting up the email lead parser, or getting started with API keys.

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Last updated 2026-06-21

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