Connect lead sources, Zapier, and external CRMs

The Integrations tab connects the lead sources and automation tools that feed activity into SAMI OS. Open the Integrations tab in Settings and pick a card: email parsing, Zapier and API keys, or external CRM logging.

Email new leads into SAMI OS

Many lead portals send you a notification email for each new inquiry. Create a parser source for each format, and SAMI OS gives you a dedicated address. Forward matching emails to it, and new contacts are created from the email content.

1. Open the email panel

   On the Integrations tab, choose Email new leads to SAMI OS, then select Add source.

2. Name the source

   Enter the lead source name — for example, Zillow, Realtor.com, or Website form. This exact value is written to the contact's lead source when emails arrive, so name one source per format.

3. Choose a scope

   Pick Personal or Organization. Personal leads are assigned to you and skip lead routing. Organization leads are unassigned and go through lead routing — only admins and owners can create org-scoped sources.

4. Create and copy the address

   Select Create source. SAMI OS generates a parser address and shows it in a success banner. Use Copy to grab it, then add it as a forwarding destination in your portal or mailbox.

Each source lists its address, scope, and status. Use Copy to grab the address again, Disable to pause parsing without losing the source, Enable to turn it back on, and Delete to remove it for good.

Connect Zapier and API keys

The Zapier/API Keys card connects SAMI OS to thousands of apps through Zapier. Accept the private app invite first, then create a key for the connection.

1. Accept the Zapier invite

   Open the Zapier/API Keys card and select Open the SAMI OS Zapier invite. This opens the private SAMI OS app in Zapier in a new tab.

2. Create an API key

   Back on the card, create an API key for the Zapier connection. Copy it when shown — it's only displayed once.

3. Paste it into Zapier

   When Zapier asks to connect SAMI OS, paste the key to authenticate. For direct integrations, the API docs link covers the endpoints.

Set up Lofty, Follow Up Boss, and Sierra Interactive external CRM logging

External CRM logging copies selected SAMI OS activity to an existing record in Lofty, Follow Up Boss, Sierra Interactive, or any combination of the three. SAMI stores each provider's connection, saved key, and switches for the organization, while the credential itself keeps the ownership and access rules of that provider.

A Follow Up Boss API key belongs to the Follow Up Boss user who created it and can reach only the people that user is allowed to view and update. Choose a Follow Up Boss user with access to every person SAMI needs to log. For Lofty and Sierra Interactive, use a valid provider key with access to the leads SAMI should update.

1. Select a provider

   On the SAMI external CRM logging card, choose Lofty, Follow Up Boss, or Sierra Interactive. All three can remain connected and log the same eligible activity at the same time.

2. Save your API key

   Paste the provider API key and select Save key. SAMI stores that connection at organization scope and then shows only the last four characters of the connected key; it does not change who owns the provider credential or what records it can access.

3. Pick what gets logged

   Toggle each activity SAMI OS writes to that provider: calls, SMS messages, notes, tags, and answered-transfer assignment. Each provider's five switches save independently.

Related articles

• Create and manage API keys
• Set up lead routing rules