Insites

A complete list of the CRMs and platforms we are able to integrate with

Integration directory

Documentation explaining how our Crankwheel integration works

Crankwheel integration

Documentation explaining how our Hubspot integration works

Hubspot integration

Documentation explaining how our Uberall integration works

Uberall integration

Documentation explaining how our Salesforce integration works

Salesforce integration

A guide on integrating Zoho with your website

Zoho integration

Documentation explaining how our Zapier integration works

Zapier integration

Triggers help you automate common actions in Insites

Using triggers to automate workflows in Insites

Documentation explaining how the Insites & Yext integration works

Yext integration

OAuth integrations

Want to know all about the Insites MCP server and what you and your sales team can do with it?

Connect your favourite AI agent to the Insites MCP server

Follow these steps to connect the Insites MCP server to your ChatGPT account

Connecting our MCP server to ChatGPT

Follow these steps to connect the Insites MCP server to your Claude account

Connecting our MCP server to Claude

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How to integrate Insites with your other sales & marketing tools

Integrations

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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