Integrations hub for channel teams

Native CRM sync and MCP partner intelligence: one stack for every partner workflow

Channlworks integrations adapt to your ecosystem, not the other way around. Connect Salesforce, HubSpot and Zoho natively, or query partner data through AI assistants via MCP.

Native CRM Integrations

Deep Salesforce, HubSpot and Zoho connections deliver real-time partner data sync, field mapping and governed inbound controls without middleware. See the dedicated CRM integrations page for setup details.

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 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.

AI-Native Integrations (MCP)

MCP partner intelligence connects Claude, ChatGPT and other AI assistants to your alliance data. Ask natural-language questions, manage pipeline and surface insights from inside the tools your team already uses.

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 with MCP partner intelligence: secure OAuth, example commands and setup guides for Claude, ChatGPT and other MCP clients.

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?"

FAQ

Questions

Frequently asked questions

Common questions about this feature and how it fits into your alliance strategy.

Answers at a glance

What native CRM integrations does Channlworks support?

Channlworks offers native connections to Salesforce, HubSpot and Zoho with OAuth sync, field mapping for leads, contacts, accounts and opportunities, plus inbound sync controls and detailed sync logs.

What is MCP partner intelligence?

MCP (Model Context Protocol) lets AI assistants like Claude and ChatGPT securely access Channlworks data. Ask questions, update records and analyze partner performance through natural language in your existing AI workspace.

Can I connect AI assistants to partner data securely?

Yes. MCP connections use OAuth authentication against official Channlworks endpoints. Admins control permissions during setup and can revoke access at any time.

Explore

Related features

Complementary capabilities across the Channlworks alliance intelligence platform.

CRM Integrations

Deep-dive into Salesforce, HubSpot and Zoho partner integration: OAuth setup, field mapping, sync logs and inbound controls.

Learn more

Access Control

Govern who can connect integrations, view sync logs and manage MCP access with partner portal RBAC.

Learn more

Agent Dash

Combine MCP partner intelligence with conversational analytics for revenue and pipeline insights.

Learn more

Ready to connect your partner stack?

Unify native CRM sync and MCP partner intelligence so your alliance data flows wherever your team works.