How to Connect Salesforce to Microsoft Copilot with the Salesforce Hosted MCP Server
Step-by-step guide to connecting Microsoft Copilot to Salesforce through a hosted MCP server: External Client App setup, Copilot Studio, SSO fixes and rollout.
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- 1 What Is Workato? The iPaaS That Bridges IT and Business Teams
- 2 Aircall + CRM Integration: Connecting Cloud Telephony with Salesforce and HubSpot
- 3 HubSpot-Salesforce Integration: Deduplication — How HubSpot Prevents Duplicate Records Across Systems
- 4 Workato vs Zapier: When Simple Automation Isn't Enough
Latest articles
How to Keep Sensitive Emails Out of Your CRM Timeline
CRM email sync logs everything by default — including sensitive mail. Learn Salesforce EAC exclusions and HubSpot Never Log settings that keep it out.
How to Audit Connected Apps in HubSpot Before Removing
Found an unknown connected app in HubSpot? Learn how to audit third-party integrations, trace what they do, and remove them safely.
HubSpot-QuickBooks Sync Failing? Check Transaction Numbers
HubSpot invoices failing to sync to QuickBooks with a duplicate document number error? The Custom Transaction Numbers setting is usually why.
LinkedIn Outreach Automation with HubSpot: The Real Limits
HubSpot sequences automate LinkedIn workflow but not the send. Learn what is one-click, what needs a third-party tool, and how to stay compliant.
Sync HubSpot Lists to Salesforce Campaigns: Setup + Fixes
Learn how to push HubSpot list members onto Salesforce campaigns with the Set a Salesforce campaign workflow action, plus fixes for common errors.
HubSpot + Salesforce Together? Start With an Integration Audit
Run a HubSpot-Salesforce integration audit to inventory native syncs, middleware, and shadow automations before they create data risk.
Aircall MCP Beta: Connect Claude or ChatGPT to Your Call Data
Aircall's private MCP beta connects Claude or ChatGPT directly to your call data, read-only. See who qualifies, current limits, and how to prepare.
RIA Deals Down 19%: Use the Pause to Build Your Integration Playbook
RIA deals fell 19% in Q3 2026. Learn why the RIA M&A slowdown is an integration window and how to build a repeatable post-close protocol now.
RIA Integration Sequencing: When the First CTO Arrives After Deal 61
Merit Financial named its first CTO after 61 acquisitions. Why RIA integration sequencing decides whether consolidators earn ROI or fund a cleanup.
Aircall Salesforce Integration Maintenance Rescheduled to Sept 26
Aircall moved its Salesforce Integration maintenance to Saturday, September 26, 02:00–04:00 UTC. See what's affected and the short admin checklist.
How Aircall's AI Call Summaries Save Sales Teams 2+ Hours Per Day
Aircall AI call summaries turn conversations into CRM-ready notes, topics, and sentiment signals so sales teams can follow up faster.
About Integration & Automation
What does Integration & Automation cover?
Integration & Automation covers how CRM data moves between systems: Workato and iPaaS automation, Aircall telephony, MuleSoft and API strategy, and HubSpot-Salesforce integration, written for teams in regulated industries.
Who writes it?
Vantage Point’s senior Salesforce, HubSpot, SI and AI consultants, led by founder and CEO David Cockrum. Articles are based on client work in wealth management, banking, insurance and other regulated industries, and are updated when platforms change.
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