Integrations › Overview & setup

Integrations: Overview & Setup

Connect ActiveCampaign, Salesforce, HubSpot, JobAdder, Google Workspace, Notion, Slack and the MCP Server, and read sync status at a glance.

Summit53 Team6 min readUpdated October 7, 2026

What Integrations Enable

Integrations connect Summit53 to the systems your team already uses. Once an integration is connected, records and notes come across on a schedule, so nobody has to re-key them, and qualification frameworks such as MEDDPIC are read straight out of the notes.

Opening the Integrations Page

Open Integrations from the organisation menu in the header, or go to /admin/integrations. Anyone in an organisation with an active subscription can open the page. Some providers only let organisation owners and admins change their settings.

Reading the Page

Status summary

A strip at the top counts your connected integrations by health: syncing normally, needs attention, and paused. The MCP Server counts as syncing normally.

Connected

The Connected list shows every integration you have set up, with a count beside the heading. The MCP Server always appears first. After it come integrations that need attention, then those that are syncing, then those that are paused. Each row shows:

  • Provider: the integration name and, where relevant, a tag such as Read-only
  • What it brings in: a one-line summary of the data it supplies
  • Status: Syncing (or Live for the MCP Server), Needs attention, or Paused
  • Last sync: a relative time such as 12 min ago, or Not yet if nothing has synced. Hover over it to see the full date and time. The MCP Server shows Continuous.
  • Manage: opens that integration’s settings

Paused rows carry the note Set up, but turned off. A row shows Needs attention when an enabled CRM sync is degraded or failing. The row then shows the error, for example a rejected API key, or the current sync health. Sync health is tracked for ActiveCampaign, Salesforce, HubSpot and JobAdder.

Available

The Available list shows integrations you have not connected yet. Select Connect on a row to start its setup. Once everything is connected, this list reads Every available integration has been connected.

If the system you use is not listed, follow the Tell us which system you use link at the bottom of the page to email the Summit53 team.

Supported Integrations

CRM and data

  • ActiveCampaign: read-only import of accounts, contacts and deals, with optional automatic sync
  • Salesforce: accounts, contacts, opportunities and notes, with field mapping and push-back to Opportunity fields
  • HubSpot: OAuth credentials and connection for contacts, companies and deals
  • JobAdder: candidates, jobs and recruiter notes, with selective opportunity import and background sync
  • Spreadsheet Upload: a one-off import from a CSV or Excel file, with column and stage mapping

Workspace

  • Google Workspace: Gmail threads and calendar meetings matched to accounts and deals, connected per mailbox
  • Notion: deal rooms and account intelligence pages
  • Slack: posts deal and risk alerts into your channels and adds slash commands

AI assistants

  • MCP Server: lets AI assistants such as Claude and Codex work with your Summit53 data securely

Common Patterns

  • Credentials then connection: most CRMs ask for app credentials or an API key first, then confirm the connection
  • Per-user vs organisation: Google Workspace connects individual mailboxes; CRM and Slack connections cover the whole organisation
  • Sync management: preview or test, start a sync, track progress, and review results
  • Field and stage mapping: map external fields and stages to Summit53 objects where the provider supports it

Prerequisites

  • A Summit53 organisation with an active subscription
  • Owner or admin rights in Summit53 for providers that restrict configuration
  • Admin privileges in the provider where it requires them (for example a Salesforce Connected App or a Slack app install)

Troubleshooting

  • “Failed to load integrations. Please try again.”: select Retry. If it keeps failing, refresh the page and check your connection.
  • A row says Needs attention: read the note under the status, then select Manage to reconnect or fix the credentials.
  • A row says Paused: the integration is set up but turned off. Open Manage to turn it back on.

Next Steps