Seamless Integrations

Built for Every Team, Every Stack

At Channlworks, we believe integrations should adapt to your ecosystem, not the other way around. Choose from native integrations, no-code automation or AI-powered connections.

Native CRM Integrations

Channlworks offers deep native integrations with leading CRMs to deliver seamless data sync, real-time updates and automated partner workflows, no connectors needed.

Salesforce (Native)

Our robust Salesforce integration ensures partner-sourced leads, opportunities and account data flow directly into your Salesforce environment. Auto-create/update Leads & Opportunities from partner submissions. Map partner activity stages to Salesforce pipeline. Two-way sync keeps both platforms aligned. Compliance-ready. Supports Salesforce roles, record ownership and security controls.

HubSpot (Native)

Connect Channlworks with HubSpot to streamline your partner-driven marketing and sales workflows. Automatically push partner-sourced leads to HubSpot. Trigger email campaigns or workflows based on partner actions. Maintain lead source attribution for partner marketing. Sync deal stages and activity from Channlworks to HubSpot in real-time.

Zoho CRM (Native)

Empower your Zoho CRM with live partner insights and lead data from Channlworks. Auto sync leads, deals and accounts from partner interactions. Track MDF and POV workflows as custom modules or fields. Build custom workflows in Zoho triggered by partner activities in Channlworks. Keep teams aligned with a bi-directional sync.

Zapier-Powered IntegrationsLearn more about Zapier integrations

For broader flexibility, Channlworks integrates with 6,000+ tools via Zapier, enabling powerful automations across sales, marketing and analytics workflows.

Zoho

Capture partner leads from Channlworks into Zoho CRM automatically

Map custom fields and modules like MDF and POV tracking

Trigger Zoho tasks and workflows based on partner activity

Salesforce

Automate lead and opportunity creation based on Channlworks triggers

Sync partner updates with specific Salesforce workflows

Customize triggers for stage changes, submissions and partner classification

HubSpot

Create or update leads and deals from Channlworks partner submissions

Trigger workflows in HubSpot based on activity in Channlworks

Maintain accurate lead tracking and engagement scoring

Google Sheets

Automatically populate spreadsheets with new leads, deals or partner activity

Build custom reports, dashboards or scorecards effortlessly

Send instant partner activity updates, approvals or deal alerts via WhatsApp

Keep both internal stakeholders and partners in the loop in real time

Leadsquared

Automatically create/update leads in LeadSquared from Channlworks events

Sync partner activity, trigger tasks or post sales actions automatically

Maintain clean data and efficient follow-ups using Zapier workflows

Freshworks

Sync partner leads and opportunity activity into Freshsales Suite or Classic

Keep your sales team aligned with real-time partner-generated insights

Gmail

Trigger personalized Gmail messages when new leads are added in Channlworks

Send automated alerts to internal teams or direct outreach to leads

AI-Native Integrations (MCP)

For AI-forward teams, Channlworks now integrates directly with ChatGPT, Claude and leading Cloud environments through our MCP Server integration. Access and manage partner data, workflows and insights right from within your existing AI workspace, making your partner operations conversational, context-aware and scalable.

Cross-Data Intelligence

Ask questions spanning partner hierarchies, contacts and opportunities: "Which distributors have resellers that generate quality leads but struggle with conversions?"

Partner Performance Analysis

AI analyzes performance across partner types and hierarchies: "Show me ISV partners whose integration contacts drive the most opportunities"

Conversational Pipeline Management

Create, update and manage your entire sales pipeline through natural language: "Update the Microsoft lead status to qualified and add note about budget approval"

Dynamic Data Management

ChannlNotes enable companies to create custom data fields and track company-specific metrics for strategic account mapping

Channlworks MCP User Guide

Connect AI assistants to your partner ecosystem platform using Model Context Protocol.

What is MCP?

Model Context Protocol (MCP) is a standardized way to connect AI assistants to external data sources and tools. Think of it as a bridge that lets your AI assistant access and work with your Channlworks data directly in conversations.

Quick Setup

For Claude Web Users (Easiest Setup)

Claude Web supports custom connectors using remote MCP!

Requirements: Claude Pro, Max, Team or Enterprise plan

Setup Steps:

1Navigate to Claude Web (claude.ai) and sign in
2Find the 'Connectors' section in settings
3Click 'Add custom connector' at the bottom
4Enter: https://mcp.channlworks.com/v1/mcp
5Complete OAuth authentication
6Enable the tools you want to use

For ChatGPT Users

ChatGPT now supports MCP (Model Context Protocol) connectors through Developer Mode.

Requirements: ChatGPT Plus or Team subscription

Setup Steps:

1Open ChatGPT and sign in
2Go to Settings → Connectors → Advanced Settings
3Enable Developer Mode and accept the warning
4Click 'Create' and add a custom connector
5Enter: https://mcp.channlworks.com/v1/mcp
6Select OAuth and complete authentication
7Enable the Channlworks connector in your chat
8Start a new chat → '+' → More → Toggle Developer Mode → Turn on Channlworks MCP

For Other MCP Clients

{
  "mcpServers": {
    "channlworks": {
      "url": "https://mcp.channlworks.com/v1/mcp"
    }
  }
}

What You Can Do

Core Capabilities

• Create and manage leads
• Track opportunities
• Analyze partner relationships
• Access contact data

AI Features

• Lead scoring & conversion prediction
• Automated follow-up emails
• Executive insights & reports
• Pipeline outcome prediction

Example Commands

"Create a lead for TechCorp worth $50k from our website referral"

"Show me all high-value opportunities likely to close this quarter"

"Which partners generate our best leads?"

"Find all leads created by John Smith in the last 30 days"

"What's the average deal size by lead source?"

Security Guidelines

•Only connect to official Channlworks URLs: mcp.channlworks.com
•Review permissions carefully during OAuth authentication
•Monitor tool usage and revoke access if needed
•Only enable automated actions for trusted tools

Pro Tips

Start with Validation

Always validate lead data first - your AI will guide you through completion.

Use Natural Language

No technical knowledge needed - just describe what you want in plain English.

Get Insights

Ask for analysis: "What's our conversion rate?" or "Which sources perform best?"