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CRM·Live
GTMS + Salesforce
The GTMS–Salesforce integration surfaces AI buying signals directly inside your Salesforce org. Signal scores appear on Lead and Contact records, sequence touches are logged as Activities, and enrichment data populates standard and custom fields — all without leaving your existing workflow.
Key Features
Signal scores synced to Lead and Contact records as custom fields
Sequence touches logged as Salesforce Activity records
Enrichment data mapped to standard and custom Salesforce fields
Opportunity stage progression triggered by prospect replies
Configurable sync direction — push only, pull only, or bidirectional
How to Set Up
- 1Go to Settings → Integrations → Salesforce in your GTMS workspace
- 2Authenticate via Salesforce Connected App OAuth
- 3Map GTMS fields to your Salesforce Lead and Contact fields
- 4Configure which events create Salesforce Activity records
- 5Run an initial sync to align existing records
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