Search CRM Attachments Faster (HubSpot & Salesforce Files in Drive)

Locate CRM-synced files — contracts, quotes, SOWs — across Drive and Gmail instantly. Works with HubSpot and Salesforce.

Unify CRM Files with AI Search

Whether attachments land in Drive or via email, Context Search AI surfaces the right file by account, owner, or opportunity — immediately.

Common Use Cases

• Quote & Contract Retrieval: Latest signed version only.
• Legal & Security: Find approval threads in Gmail.
• Sales Ops: Validate fields vs. actual docs quickly.

No Re-Wiring Required

Connect Google Workspace and start searching. No CRM admin changes needed.

Security-First

OAuth scopes, encryption in transit, no data stored. Access can be revoked at any time.

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