Integrations
Keep incentives, telemetry, and finance systems in sync.
Momentum plan engagements include an integration workshop where we tailor connectors to your CRM, finance, and comms stack—no rip-and-replace required.
Stack snapshot
CRM & RevOps
Sync seller rosters, deal registrations, and attribution signals.
Finance & payouts
Keep ledgers, wallets, and ERP systems reconciled.
Productivity & comms
Meet sellers where they work with low-friction touchpoints.
Playbooks
Integration plans built around each motion
Operators scope imports, exports, and automation with your team so nothing slips through in handoffs.
Retail
Retail roster automation
Daily roster sync from your HRIS or retail CRM ensures only active associates receive missions and payouts.
- SCIM or CSV-based roster sync with preview + approval
- Real-time deactivation + reactivation webhooks
- Telemetry exports for finance and BI tools
Distributor
Proof + stocking automation
Connect proof uploads and stocking alerts to your ERP so compliance is automated instead of tracked via spreadsheets.
- SFTP drops or API ingestion of invoices + photos
- Auto-routing to operators for verification
- Status + payout updates back to ERP
Reseller
Certification + deal sync
Align learning progress with CRM opportunity stages so sales leadership sees who’s certified and who’s closing.
- Deal registration boosts triggered via CRM workflows
- Certification milestones synced to opportunity fields
- Alerts into Slack/Teams when deals hit milestones
Delivered with every Momentum rollout.
Some systems plug in day one, others take a short build cycle during the pilot. We scope the effort with you and ship the connector before you scale.
Configured day one
Available with light configuration.
- Salesforce
- HubSpot
- Slack
- Google Workspace
- NetSuite exports
Delivered during pilot
Custom-built with you inside the integration workshop (3-4 weeks).
- Dynamics 365
- Teams
- Workday Adaptive
- QuickBooks
Roadmap (tell us)
Share priorities—we co-scope and add to the roadmap.
- Oracle Fusion
- SAP
- ServiceNow
- Snowflake bi-directional
API snapshot
Telemetry + payout APIs designed for operators and engineers.
Webhook-first design ensures every roster change, mission completion, or payout event can be mirrored into your systems without polling.
POST /api/v1/missions/complete
{
"mission_id": "mission_874",
"seller_external_id": "store-142-anna",
"proof": {
"type": "photo",
"uri": "https://files.incenify.com/proof/alpha.jpg"
},
"metadata": {
"channel": "retail",
"location": "Store 142"
}
}How integration workstreams run
- 1. Operators gather your current flow + desired telemetry outputs.
- 2. Engineers review authentication, rate limits, and mapping.
- 3. Shared rollout doc outlines testing, monitoring, and fallbacks.
- 4. Weekly sync keeps everyone aligned until the integration is live.
How we work with you
Every integration ships with a three-step playbook.
Marketing sponsors invite RevOps + IT, we bring operators and engineers. In a few weeks the connector is live with runbooks and monitoring.
1. Workshop
Operators + engineers sit with marketing/RevOps to map every import/export your pilot needs.
2. Build & validate
We configure auth, rate limits, and failure handling in your sandbox before go-live.
3. Runbook & monitor
Shared runbooks, alerting, and weekly checkpoints keep IT confident as you scale.
Need a connector?
Momentum plan includes an integration workshop.
Bring your CRM, finance, and comms systems—we’ll map touchpoints, quote effort, and ship the connector during your pilot.