Enginy

Overview of the Integrations page tabs and all available integration categories in Enginy.

Introduction

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Diagnose and resolve common CRM integration issues and find answers to frequently asked questions about Enginy integrations.

Integrations Troubleshooting and FAQs

Qualify any contact, act without switching tabs, and know exactly how to reach out — right on the profile in front of you.

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Integrations

Guides on how to setup every CRM Integration

CRM Integration

Complete guide to configure your HubSpot integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure Your HubSpot Integration

When configuring Step 2: Field Mapping in your HubSpot integration, each mapped HubSpot field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…

How to Fix Field Mapping Warnings & Errors in HubSpot

What you need on the HubSpot side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for HubSpot

Before changing any settings, it is worth understanding what the integration does and which decisions you will need to make. If you read this article first, the rest of the…

How the HubSpot integration works

HubSpot

Complete guide to configure your Salesforce integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure Your Salesforce Integration

When configuring Field Mapping in your Salesforce integration, each mapped field displays a status icon indicating whether the mapping is safe to use. Review these icons before saving to avoid…

How to Fix Field Mapping Warnings & Errors in Salesforce

What you need on the Salesforce side before connecting to Enginy: edition, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for Salesforce

Salesforce

Complete guide to configure your Pipedrive integration in Enginy: sync settings, field mapping (including Leads), campaign mapping, and user mapping.

How to Configure Your Pipedrive Integration

Search or use saved lists to import contacts and companies directly from Pipedrive into Enginy, without CSV exports or manual work.

How to Import Contacts and Companies from Pipedrive

When configuring Step 2: Field Mapping in your Pipedrive integration, each mapped Pipedrive field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…

How to Fix Field Mapping Warnings and Errors in Pipedrive

What you need on the Pipedrive side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for Pipedrive

Pipedrive

Complete guide to configure your Microsoft Dynamics 365 integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure Your Dynamics Integration

When configuring Field Mapping in your Dynamics 365 integration, each mapped field displays a status icon indicating whether the mapping is safe to use. Review these icons before saving to…

How to Fix Field Mapping Warnings and Errors in Dynamics

What you need on the Dynamics 365 side before connecting to Enginy: licensing, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for Dynamics 365

Dynamics

Complete guide to configure your Zoho CRM integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure Your Zoho Integration

When configuring Step 2: Field Mapping in your Zoho CRM integration, each mapped Zoho field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons…

How to Fix Field Mapping Warnings and Errors in Zoho

What you need on the Zoho side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for Zoho

Zoho

Configure your Attio integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure your Attio Integration (Beta)

When configuring Step 2: Field Mapping in your Attio integration, each mapped Attio field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…

How to Fix Field Mapping Warnings and Errors in Attio

What you need on the Attio side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for Attio

Attio

Complete guide to configure your TribeCRM integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure Your TribeCRM Integration

When configuring Step 2: Field Mapping in your TribeCRM integration, each mapped TribeCRM field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…

How to Fix Field Mapping Warnings and Errors in TribeCRM

What you need on the TribeCRM side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Permissions & Prerequisites for TribeCRM

TribeCRM

Complete guide to configure your Custom CRM (Beta) integration in Enginy using API key authentication: sync settings, field mapping, campaign mapping, and user mapping.

How to Configure Your Custom CRM Integration (Beta)

Custom CRM

Getting Started with Enginy MCP

5 prompts that turn Claude and ChatGPT into your sales prospecting tool (using Enginy's MCP)

Copy and paste prompts for ChatGPT or Claude.

The Enginy MCP Prompt Library

Enginy MCP

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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