Salesforce integration overview

This two-way integration allows you to create trumpet Pods from within your Salesforce deals and any activity within the Pod is sent back to Salesforce. Activity can include comments, views, document downloads, mutual action plan steps completed and much more.

Integration features

Create trumpet Pods from Salesforce

Create personalised digital sales rooms, post-call follow-ups, or customer onboarding plans with pre-made templates directly within your Salesforce deal. Watch as your Pod is auto-populated with dynamic fields from that deal.

‍Benefit: Speed up your outreach process while maintaining a high level of personalisation, saving valuable time and effort.

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View your live Pod in the deal

Get a live view of your Pod inside your Salesforce deal. If you see a buyer engaging in real-time, you can jump in, drop a comment, or ask a question instantly.
Benefit: Stay connected to your buyers at critical moments and enrich their experience with timely interactions. Never miss an opportunity to engage with your buyer and act on intent signals to close deals faster.

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Access all Pod content and engagement data

Pull up your Pod content directly in Salesforce, eliminating the need to switch tabs. Whether it’s checking how many times a proposal has been viewed or tracking demo engagement, it’s all under the trumpet tabs.

‍Benefit: Align your workflow and quickly access valuable data to keep your deal moving forward.

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Seamless trumpet tab within Salesforce

Access and manage trumpet features directly within Salesforce to enrich buyer interactions and engagement tracking.

‍Benefit: Simplify your workflow by integrating trumpet into your Salesforce workspace, enabling faster, tailored outreach and improved data insights.

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Real-time buyer engagement insights

Track essential buyer signals such as document views, comments, checking off an action on a Mutual Action Plan and downloads, all directly within Salesforce.

‍Benefit: These comprehensive insights into customer activity, help you make data-driven decisions that accelerate your sales cycle and prioritise high-intent prospects. You’ll never miss an opportunity to connect.