Integrations
Connect the Tools Your Business Already Uses
Surgy is designed to connect the systems, data, and workflows your business relies on every day.
Bring information from accounting platforms, CRMs, communication tools, ecommerce systems, analytics platforms, and internal software into one AI-powered operating layer.
Connect your tools. Centralize important information. Stay in control.
One Connected View Across Your Business
Your business already has valuable data. The challenge is that it often lives across disconnected platforms.
Surgy helps bring those systems together so your team can identify opportunities, review recommendations, monitor activity, and make faster decisions without constantly switching between tools.
Accounting Integrations
QuickBooks
Bring invoices, payments, expenses, and other accounting activity into a connected business view.
Xero
Connect financial information with the workflows and systems your team uses every day.
FreshBooks
Surface billing, payment, and client-related activity alongside other important business information.
CRM Integrations
Zoho CRM
Review leads, contacts, deals, and sales activity across your connected workspace.
HubSpot
Connect customer records, sales pipelines, marketing activity, and communication history.
Salesforce
Bring account, opportunity, and customer activity into a centralized AI operating layer.
Pipedrive
Monitor deals, follow-up activity, pipeline movement, and stalled sales opportunities.
Communication Integrations
Gmail
Identify messages that need attention and connect email activity with customer and operational data.
Outlook
Bring business email and communication activity into a broader connected workflow.
Slack
Surface important conversations, updates, tasks, and decisions from team channels.
Microsoft Teams
Connect team communication and collaboration activity with the rest of your business systems.
Commerce and Payment Integrations
Shopify
Bring ecommerce orders, customer activity, and store information into your connected workspace.
WooCommerce
Connect online store activity with sales, operations, customer service, and reporting workflows.
Stripe
Monitor payment activity, transactions, and important account events.
PayPal
Connect payment and transaction information with your broader business operations.
Analytics Integrations
Google Analytics
Review website activity, traffic patterns, engagement, and conversion information.
Google Search Console
Connect organic search performance, search visibility, and website indexing information.
Google Business Profile
Monitor local business visibility, customer activity, and profile performance.
Custom System Integrations
REST API
Connect supported applications and exchange information through custom API workflows.
Webhooks
Send and receive important events between Surgy and other business systems.
Internal Databases
Connect approved internal data sources to support centralized analysis and workflows.
Proprietary Software
Explore custom connections for software built specifically for your organization.
Keep the Systems You Already Use
Surgy is not designed to force businesses to replace their existing software.
Instead, it creates a connected layer across the tools already supporting your sales, operations, finance, customer service, and reporting processes.
Start with the systems that matter most today. Add more connections as your business grows.
Surgy Features
Approval Layer
AI Recommendations With Human Control
Automation is powerful, but businesses still need oversight.
Surgy is designed around an approval-first model.
The platform can identify opportunities, draft responses, prepare actions, and recommend next steps, while allowing your team to review and approve activity before execution.
You maintain complete visibility and control.
Built Around Integrations
Your Business Already Has Valuable Data
Most companies already own the information they need to make better decisions.
The challenge is that information is spread across disconnected platforms.
Surgy helps bring those systems together.
When your tools can communicate with each other, your business becomes easier to manage, easier to scale, and easier to understand.
Future Ready
Built for an AI-Driven Business Environment
Artificial intelligence is changing how businesses operate.
The companies that benefit most will be the ones that successfully connect their data, systems, workflows, and people.
Surgy is being developed to become the operating layer that sits between your business and the growing ecosystem of AI-powered tools.
Connect once. Expand over time. Keep control of your data and workflows.
Build Your Connected AI Workspace
Connect your business systems and bring important information into one place.
Join the Surgy early access program to explore available integrations, discuss custom requirements, and help shape the future of AI-powered business operations.