Integrations: Overview & Setup

By Summit53 Team

What Integrations Enable

Connect your GTM systems so Summit53 can ingest activities, sync CRM objects, and surface AI insights. This section covers the supported integrations and how to configure each one.

The Integrations Page

Admins manage everything from /admin/integrations. The page opens with a dedicated MCP Server card for connecting AI clients, followed by a card for each available integration. Each card shows a Status of Not configured, Configured, or Active, plus the last sync date where available.

  • If an integration is not yet configured, select Set up to begin.
  • If it is configured, use Enable / Disable to turn syncing on or off, or the gear icon to open its settings.

Supported Integrations

  • Salesforce: OAuth, object sync, field mapping, and push‑back to Opportunity fields
  • HubSpot: OAuth credentials and connection for companies, contacts, and deals (sync and field mapping are coming soon)
  • Google Workspace: Per‑user Gmail/Calendar ingestion, review queue, insights
  • Notion: Deal rooms, account intelligence pages, and Sales OS sync
  • JobAdder: OAuth connection, selective opportunity import, and background sync
  • Spreadsheets: CSV/XLS(X) import with column and stage mapping
  • Slack: OAuth, notifications, slash commands, activity tracking
  • MCP Server: Connect Claude, ChatGPT, and other AI assistants to query your data

Common Patterns

  • OAuth 2.0 flows with explicit status checks and connect/disconnect actions
  • Per‑user vs Org: Gmail is per‑user; Salesforce/Slack are org connections
  • Sync Management: Preview/estimate → start → track progress → view history
  • Field/Stage Mapping: Map external fields/stages to Summit53 objects
  • Rate Limits: Respect provider limits; filters and presets help stay within budget

Prerequisites

  • Admin access in Summit53 to reach /admin/integrations
  • Provider admin privileges where required (Salesforce Connected App, Slack app install)

Next Steps