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Connect Your CRM & Integrations

Sync contacts and companies between Enginy and your CRM, and connect third-party tools for data enrichment, AI, and communication.

Connect Your CRM

Connecting your CRM allows you to synchronize and export contacts and companies between Enginy and your CRM, keeping your data in sync and avoiding duplicate outreach.

Available CRM Integrations

CRM

Description

HubSpot

Full-featured CRM with marketing, sales, and service hubs

Salesforce

Enterprise CRM platform

Pipedrive

Sales-focused CRM built around pipeline management

Dynamics

Microsoft Dynamics 365 CRM

Zoho

CRM suite with sales automation and analytics

TribeCRM

CRM designed for relationship-driven sales teams

Attio (Beta)

Modern CRM built around flexible data structures and relationship intelligence

Custom CRM (Beta)

Connect your own CRM using API key authentication

Important: Enginy supports only one active CRM at a time. If you want to switch, disable the current one first.

Enable and Configure Your CRM

  1. Go to Integrations and open the All tab.

  2. Locate the CRM card you want to connect and enable it using the toggle switch.

  3. Click Configure to open the four-step setup wizard.

Step 1 — Sync Configuration: Define how Enginy matches contacts and companies with your CRM records to prevent duplicates. Configure the Contact Identifier (e.g., First name + Last name + Company name, or LinkedIn profile URL) and the Company Identifier (e.g., Domain, or Domain + Company Name). You can also set up custom mapping with AND/OR logic.

Step 2 — Field Mapping: Configure which Enginy fields map to which CRM fields for export and sync. The setup is split into Contacts and Companies tabs. You can set up four field types:

  • Enginy Fields — Standard fields from your lists mapped to CRM fields.

  • Fixed Value Fields — Fields that always export with the same static value (e.g., Source = "Enginy").

  • Manual Export Fields — Fields whose value you define at the time of export.

  • Engagement Fields — Fields populated when a CRM Activity is created.

For each mapping, choose a sync direction: Bi-directional, CRM overwrites Enginy, Enginy overwrites CRM, Sync if empty, or Sync deactivated.

Warning: Do not map a Company field in the Contacts tab (or vice versa). This can cause export errors.

Step 3 — Campaign Mapping (Optional): Sync campaign-specific properties (sequence details, engagement status, email opens/clicks, conversation tags) to your CRM.

Step 4 — User Mapping: Link Enginy identities and users to CRM users so that exports and activity logs are attributed correctly. Set a Default CRM owner for exports by unmapped users.

After completing all steps, click Update to save.

Note: For the full field mapping reference, association types, status icons, and troubleshooting, see the Integrations article.

Other Integrations

Beyond CRM, Enginy supports additional integrations you can configure from the Integrations page:

  • Data Enrichment — Apollo, Cognism, Datagma, Dropcontact, Hunter, Kaspr, Lusha, ZoomInfo (connect via API key).

  • AI Enrichment — Anthropic, Google AI, OpenAI, xAI (connect your own API key to use your provider tokens instead of Enginy Credits).

  • Import Sources — TheirStack (company data aggregation; connect your own API key or use Enginy's subscription).

  • Communication — Slack (connect via OAuth for team notifications).

Note: If you do not have your own AI or TheirStack account, Enginy provides these services using your Enginy Credits.

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