Integrations
Integrations & exports
CSV export is available today. Direct CRM sync and API access are on request.
Available today
| Integration | Status | Details |
|---|---|---|
| CSV export | Available | Export any filtered view as a CSV file within your plan allowance. Columns are listed in the data dictionary. |
| CRM import (Salesforce, HubSpot, Zoho and others) | Available via CSV | Import the CSV with your CRM import tool. Each row keeps its HeyAlbert ID and source link, so records can be matched on re-import. |
| Direct Salesforce sync | On request / roadmap | Not live today. Tell us if you need it. |
| Direct HubSpot sync | On request / roadmap | Not live today. Tell us if you need it. |
| API access (through the HeyAlbert MCP server) | Early access | A personal API key for one named user. See the docs and credit pricing. |
| AI assistants and agents (Claude, ChatGPT, your own agent) via MCP | Early access | Use HeyAlbert inside your AI assistant or agent with a personal key. See Agent-ready. |
Step-by-step guides with field mappings: Salesforce, Zoho CRM, HubSpot, Redtail and Wealthbox. All are in the integration docs.
How a CSV import works
- 1
Filter the Database to the people you want, for example a wealth band in your metros.
- 2
Click Export to download the CSV.
- 3
Map the columns in your CRM's import tool. Use
person_idas the external ID so later exports update the same records.
Exports count toward your plan's allowance and are subject to our data licensing terms.
Need a direct integration?
Tell us your CRM and workflow, and we will tell you what is possible.