Salesforce integration
Salesforce + gtm.help
Link Salesforce and your plan is ranked against what it actually shows — the size of your pipeline, list or usage rather than a category average.
- Read-only snapshot
- One-click sign-in
- Disconnect any time
Add your website — see your ranked plan in about a minute, free.
What we read
A read-only snapshot of your Salesforce records every time you refresh: how many there are, what they add up to, and the stage or status most of them sit in.
What changes in your plan
Plays are ranked against what Salesforce actually shows — the size of your pipeline or list, not a category average.
- Plays sized against the number of open deals you actually have
- Follow-up and nurture plays written for the stage most deals stall at
- Content aimed at the objections your pipeline notes keep repeating
How to connect
Search for it in Integrations inside your workspace, sign in, and disconnect whenever you like.
What we never do
We read counts and totals, not individual contact details, and we never write anything back into Salesforce.
Setup
Connecting it, step by step
Connect Salesforce in about a minute
Linking Salesforce makes the ranking specific to your numbers instead of a category average.
- Open Integrations inside your workspace
- Find Salesforce and sign in, or paste the key it asks for
- Refresh your plan so the new numbers feed the ranking
- Disconnect from the same screen whenever you want
- Effort
- About a minute
- Payoff
- A plan ranked against your own numbers
Questions
Before you start
What exactly do you read from Salesforce?
Counts, totals and the stage or status records sit in. Not individual contact records.
Can you write anything into Salesforce?
No. Access is read-only and nothing is created, edited or deleted in your account.
What happens if I disconnect?
We stop reading immediately and your plan falls back to your website and other connected sources.
Do I have to connect anything?
No. Every play still spells out the steps by hand. Connecting just makes the ranking sharper.
Can I disconnect later?
Yes, from Integrations, and we stop reading immediately.
Get started
See your own ranked plan
Add your website and read your first three plays free — no card needed.
Add your website and see your own ranked plan.