Field mapping & objects
Search and select CRM fields for leads, contacts, accounts and opportunities.
LeadsContactsAccountsOpportunities
Integrations
Salesforce, HubSpot & Zoho partner integration
Connect your CRM to Channlworks with native OAuth sync, field mapping and audit-ready logs, built for channel teams managing partner-sourced pipeline.
Configure Salesforce, HubSpot, or Zoho partner integration from one settings hub. Map leads, contacts, accounts and opportunities; control inbound sync; and review every sync event without custom engineering.
OAuth syncField mappingInbound controlsAudit-ready logs
Salesforce
Native integration
Connected
OAuth connection
Secure authentication with revoke controls.
Field mapping
Align leads, contacts, accounts and opportunities.
Inbound sync control
Toggle inbound sync per integration for governance.
Sync logs
Track activity, errors and successful operations.
Mappings
LeadsContactsAccountsOpportunities
Native CRM
Connect and configure from one hub
Launch Salesforce, HubSpot, or Zoho partner integration with OAuth, revoke access anytime and align CRM fields to Channlworks objects without middleware.
Inbound sync control
Toggle whether data is pulled into Channlworks from the connected system.
Module: LeadEnable inbound sync
Automatically sync new leads from HubSpot CRM to Channlworks in real-time.
Sync visibility
Monitor every sync event
Filter by module, status and direction, then export logs for audits.
Sync Logs
Monitor integration sync activity and data synchronization events.
Module
All modules
Sync Status
All statuses
Sync Direction
All directions
Date Range
Any time
| Module | Direction | Status | Synced At |
|---|---|---|---|
| Leads | Channlworks → HubSpot | Success | 28/11/2025 12:19 pm |
| Contacts | Channlworks → HubSpot | Success | 28/11/2025 12:07 pm |
| Opportunities | Channlworks → HubSpot | Success | 28/11/2025 12:05 pm |
| Accounts | Channlworks → HubSpot | Success | 28/11/2025 10:55 am |
Automation
AI integrations at scale
Extend native CRM sync with MCP partner intelligence.
AI Integrations (MCP)
Connect Channlworks to AI assistants using Model Context Protocol so tools like Claude or ChatGPT can securely interact with your data via OAuth.
List partner leads created this weekShow opportunities synced from Vendor ASummarize partner engagement by accountFind records with sync errors and suggest fixes
Built-in guide & examples
Includes sample commands for leads, opportunities and partner insights so admins can validate flows quickly.
Why teams choose native CRM integration
Keep partner-sourced pipeline aligned between Channlworks and your revenue stack.
- Native Salesforce, HubSpot and Zoho connections with OAuth
- Map leads, contacts, accounts and opportunities without middleware
- Toggle inbound sync per module for governance
- Audit-ready sync logs with filter and export support
- Connect AI assistants via MCP for partner intelligence
Questions
Frequently asked questions
Common questions about this feature and how it fits into your alliance strategy.
Answers at a glance
Which CRMs support native partner integration in Channlworks?
Channlworks offers native Salesforce, HubSpot and Zoho partner integration with OAuth authentication. Connect from Settings, map fields for leads, contacts, accounts and opportunities and manage sync behavior without custom connectors.
How does OAuth field mapping work?
After connecting your CRM, search and select target fields for each Channlworks object. Mappings keep partner-sourced pipeline aligned so updates flow consistently between systems.
Can I control inbound sync per module?
Yes. Toggle inbound sync independently for leads, contacts, accounts and opportunities. This gives channel teams governance over what data enters Channlworks from each CRM.
What appears in sync logs?
Sync logs show module, direction, status and timestamp for every event. Filter by success or failure, refresh in real time and export records for partner visibility or compliance reviews.
Does Channlworks support MCP alongside CRM sync?
Yes. Native CRM integrations handle structured bi-directional sync, while the Integrations hub adds MCP partner intelligence for AI assistants and broader workflow access.
Explore
Related features
Complementary capabilities across the Channlworks alliance intelligence platform.
Integrations Hub
Explore MCP partner intelligence and the full integration stack beyond native CRM connections.
Learn moreAccess Control
Restrict who can connect CRMs, edit mappings and view sync logs with partner portal RBAC.
Learn moreAgent Dash
Ask revenue questions in plain English and analyze partner pipeline data alongside your CRM sync.
Learn moreReady to connect your CRM to Channlworks?
Enable Salesforce, HubSpot, or Zoho partner integration with secure OAuth sync, field mapping and audit-ready logs built for channel teams.