Enginy

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

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

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

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

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

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

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

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

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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.

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