Enginy

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

Introduction

Website Visitor Identification with Leadinfo

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

Integrations Troubleshooting and FAQs

Setting up the Aircall integration

Calling from Enginy with Aircall

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

Field Mapping decides which Enginy property corresponds to each HubSpot property and which direction the data can travel in.

Configure Field Mapping and sync directions

Follow these steps to connect HubSpot and understand what Enginy keeps when you authorize the account again.

Connect, reconnect, or disconnect HubSpot

Before creating a Contact or Company, Enginy tries to find an existing record in HubSpot. A good matching configuration reduces duplicates.

How Enginy identifies existing contacts and companies

You can import Contacts and Companies from HubSpot without the initial connection bringing in the entire portal.

Import contacts and companies from HubSpot

User Mapping and Campaign Mapping control how owners and activity data are written in HubSpot. They do not change the OAuth token scopes.

Owners, activities, tasks, and campaigns in HubSpot

The most common issues during OAuth, Field Mapping, imports, and exports, and what to check for each one.

Troubleshoot HubSpot integration warnings and errors

Enginy can send Contacts and Companies to HubSpot through a manual export, a workflow, or automatic synchronization of already linked records.

Export and keep data synced with HubSpot

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

This configuration defines which Salesforce object Enginy uses and how it looks for existing records before creating a new one.

Configure Contact, Lead, and Account in Salesforce

Field Mapping defines what information Enginy sends to Salesforce and which field it should be stored in.

Configure Field Mapping in Salesforce

The connection uses OAuth. You sign in directly to Salesforce, authorize Enginy, and Salesforce grants the permissions belonging to the connected user.

Connect, reconnect, or disconnect Salesforce

Enginy can create new records in Salesforce or update existing ones, checking first whether a match exists according to the configured identifiers.

Export Contacts, Leads, and Accounts to Salesforce

Before creating a Contact, Lead or Account, Enginy tries to find an existing record. Enginy only searches within the target object.

How Enginy identifies existing records in Salesforce

Enginy lets you import records from Salesforce through Salesforce Search, a Salesforce List View, or a Salesforce Report.

Import Contacts, Leads, and Accounts from Salesforce

Salesforce distinguishes between the user making the API calls and the owner assigned to each record. Covers User Mapping, Campaign Mapping and Campaign member sync.

Owners, Campaign Mapping, and activities in Salesforce

Warnings in Salesforce Setup flag a configuration that may fail, but not all of them block saving. Common Salesforce error codes and what to check.

Troubleshoot Salesforce integration warnings and errors

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

Manage the Pipedrive connection from Integrations. The connected account becomes the Integration user and determines what Enginy can see and change.

Connect, reconnect, or disable Pipedrive

Field Mapping tells Enginy what data to send to Pipedrive Persons and Organizations, and what happens when the destination field already has a value.

Configure Field Mapping and overwrite rules in Pipedrive

Matching defines how Enginy recognizes the Persons and Organizations that already exist in Pipedrive before exporting.

Configure matching and associations in Pipedrive

Enginy contacts are exported as Persons and companies as Organizations. You can optionally create additional Leads.

Export contacts and companies and create optional Leads in Pipedrive

Import Persons and Organizations from Pipedrive without preparing a CSV file, using a search or a saved filter.

Import contacts and companies from Pipedrive

The integration can assign Owners, log messages as Notes or Activities, and write campaign information into Pipedrive fields.

Owners, Campaign Mapping, Notes, Activities, and Tasks in Pipedrive

Configuration warnings flag possible problems, but not all of them block saving. What each icon means and how to resolve common errors.

Troubleshoot Pipedrive integration warnings and errors

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

Most Dynamics issues come down to permissions, Field Mapping, matching, or authentication. Start with the exact message and the affected entity type.

Troubleshoot Microsoft Dynamics integration warnings and errors

User mapping connects Enginy people with Dynamics users. It assigns owners and, in certain operations, writes on behalf of the corresponding user.

Owners, User Mapping, and activities in Microsoft Dynamics

Enginy can import records using filters created in Enginy or from system views and personal views saved in Dynamics.

Import Contacts, Leads, and Accounts from Microsoft Dynamics

Connect Dynamics with a user who has access to the environment and records you will use. The integration inherits that user's security limits.

Connect, reconnect, or disconnect Microsoft Dynamics

Enginy can create and update Dynamics Contacts or Leads, Accounts, and their associations, depending on entity, matching, Field mapping, and permissions.

Export and update records in Microsoft Dynamics

Before creating a record, Enginy tries to find out whether it already exists in Dynamics. Accurate matching reduces duplicates.

How Enginy identifies existing Contacts, Leads, and Accounts in Dynamics

Before configuring fields, decide which Dynamics entity will represent people. That choice affects schema, matching, imports, exports, and permissions.

Configure Microsoft Dynamics: entities, associations, and Field Mapping

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

Campaign Mapping writes Campaign and engagement information into Zoho fields. User Mapping chooses the Owner. Neither widens permissions.

Campaign Mapping, User Mapping, and activities in Zoho

Field Mapping connects Enginy fields with the Contacts, Leads and Accounts fields in Zoho, and controls whether Enginy can replace an existing value.

Configure Field Mapping and resolve warnings in Zoho

Identifiers tell Enginy how to look for an existing record in Zoho before creating a new one. Reviewing them reduces duplicates.

Configure identifiers, matching, and associations in Zoho

The connection is made through OAuth from the Integrations page. The user who completes the authorization becomes the Integration user.

Connect, reconnect, disconnect, and revoke Zoho

You can export people as Contacts or Leads. Enginy Companies are exported as Zoho Accounts.

Export Contacts, Leads, and Accounts to Zoho

Import Contacts and Accounts from Zoho without preparing a CSV file. Contacts become Enginy contacts and Accounts become Companies.

Import Contacts and Accounts from Zoho

Start with Activity &gt; Prospecting when an export fails. Covers permissions, expired authentication, picklists, Custom Views and API limits.

Troubleshoot common Zoho integration issues

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 organizes data with Objects, Records, Attributes, Lists and Entries. Understanding the difference avoids many mapping mistakes.

Understanding People, Companies, Lists, and Entries in Attio

Most Attio problems come down to a connection that needs renewing, imprecise matching, an incompatible field, or a required List attribute.

Troubleshoot Attio integration warnings and common issues

You can import People and Companies using filters or from an existing Attio List.

Import People and Companies from Attio

An export can create or update a Person or Company record and, if you choose, add that record to an Attio List. They are separate operations.

Export People and Companies to Attio and add them to Lists

The connection is made through OAuth. Attio handles the sign-in and the consent, so you do not enter your password in Enginy.

Connect, reconnect, disconnect, and revoke Attio

Matching decides whether a Record already exists. Field Mapping decides which values are written. They serve different purposes.

Configure matching and Field Mapping in Attio

Enginy can send Campaign information into a Person's attributes and save messages as Notes in Attio. These are two different features.

Campaign Mapping and Notes in 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

Enginy can store Campaign and conversation data in TribeCRM. Conversations are logged as Activities, not as Notes.

Campaign Mapping, conversations, Activities and Owners in TribeCRM

Enginy can create, update and close Tasks in TribeCRM. The sync applies to Tasks that Enginy manages.

Configure and sync Tasks with TribeCRM

Field Mapping tells Enginy which Enginy field corresponds to each TribeCRM field, and what happens when TribeCRM already holds a value.

Configure Field Mapping, overwrite and warnings in TribeCRM

Before importing or exporting, Enginy needs to know which record types to use and how to recognise a Contact or Organization that already exists.

Configure matching, types and associations in TribeCRM

You start the process in Enginy, authorise access in TribeCRM, and come back to Enginy to finish the setup.

Connect, reconnect, disconnect and revoke TribeCRM

Enginy can create and update TribeCRM Contacts and Organizations. A new Contact needs an associated Organization.

Export Contacts and Organizations to TribeCRM

You can bring in Contacts and Organizations through CRM Search. The integration does not let you pick a TribeCRM List as the source.

Import Contacts and Organizations from TribeCRM

Start by reviewing the OAuth connection, the permissions of the user who authorised it, and the report from the last operation.

Troubleshoot common TribeCRM integration issues

TribeCRM keeps the core information about a person or organisation separate from the relationship that entity has with your business.

Understand Persons, Organisations, Contact Persons, Relationships and Activities

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

Campaign messages land in the Odoo chatter, Enginy tasks become Odoo activities, and campaign fields no longer depend on message logging.

Chatter, tasks, and owners in Odoo

Two sync options rather than five, two tabs rather than three, and the required-fields rule that decides which records Enginy may create.

Configure Field Mapping in Odoo

Fill in four fields to connect. Reconnecting after a key expires keeps your whole configuration.

Connect, reconnect, or disconnect Odoo

Odoo keeps people and companies in one model, and your workspace commits to either contacts or leads. Understanding this answers half the questions.

Contacts, companies, and leads: what Enginy syncs in Odoo

What gets written, how Enginy isolates a failing record so the rest still land, and what happens when the only matching lead is lost.

Export contacts, companies, and leads to Odoo

The matching rules for contacts, companies and leads, why archived records count, and what to check when duplicates appear.

How Enginy identifies existing records in Odoo

Import by filters with a preview, or by tag. Lost leads come in too, and re-importing updates rather than duplicates.

Import contacts, companies, and leads from Odoo

Connect Odoo to Enginy to import data from your CRM and send back the information you work on in Enginy.

Odoo and Enginy: how the integration works

What you need on the Odoo side before connecting: the right plan, a dedicated user, and an API key rather than a password.

Requirements, Odoo plan, and API key for connecting

Most Odoo issues come down to permissions or an expired key. Start with the Permissions tab, then work through connection, import and export.

Troubleshoot common Odoo integration issues

Odoo

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

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

Enginy Chrome Extension

For admins. Create Enginy users for your team so they can install the Chrome Extension and sign in with their own account.