Your own data
CSV imports
Start with your account, building or market data. Check supported fields before importing.
- Included plans
- Proof of Signal · Focus · Momentum · Command
Integrations
Work with the
tools you know
Bring your data, CRM context and contact research together around the accounts that matter.
Connection access depends on your plan and workspace setup.
Your connected research
HubSpotAccount context
ApolloContact research
CSV importsYour own data
Signal OSAccount researchSources stay attachedPeople approve messages
Connections
Choose your starting point
Use the data and tools you already have. Third-party subscriptions, usage allowances and fees remain separate.
CRM context
HubSpot
Bring existing account information into your research. Keep relationships and pipeline in HubSpot.
- Included plans
- Focus · Momentum · Command
Contact research
Apollo
Add detail about the people involved through supported Apollo workflows. Use your own Apollo subscription.
- Included plans
- Momentum · Command
Before you connect
Make the setup clear
Confirm the connection in your workspace before using it with your team’s data.
Data and direction
Which records and fields are supported, and where does the data go?
Access and permissions
Who can connect, read or change the data?
Timing and recovery
How often does it refresh, and what happens when a request fails?
Review and history
Check storage, deletion and activity records. People approve individual outgoing messages.
Mailbox and calendar capacity
CSV imports, HubSpot and Apollo do not use this allowance. It covers connected mailbox and calendar identities.
Compare allowances