trumpet HQ

Salesforce and trumpet integration | Drive productivity and automate workflows

Introducing our brand new dynamic two-way integration with Salesforce. Speed up your personalised outreach, make more informed decisions to move your opportunities to closed won and and enrich your buyer conversations.

Rory Sadler
June 18, 2024
July 4, 2024
Try for free
Introducing our brand new dynamic two-way integration with Salesforce. Speed up your personalised outreach, make more informed decisions to move your opportunities to closed won and and enrich your buyer conversations.

See trumpet in action

Get under the hood of G2's leading Digital Sales Room and explore some of our features without having to speak to any salesperson!

Start your tour
On this page

This dynamic two-way integration will enable you to speed up your personalised outreach, make more informed decisions to move your opportunities to closed won and and enrich your buyer conversations with content when they need it - all from within Salesforce using your new trumpet tab.

What's new?

  • Create trumpet Pods from Salesforce
  • View your live Pod in the deal
  • Access all Pod content and engagement data
  • Get Pod intent signals in Salesforce

Create trumpet Pods from Salesforce

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

View your live Pod in the deal

Now you can get a live view of your Pod inside your Salesforce deal, so if you happen to be in your deal and see the buyer moving around in there, you can pop over to the Pod and drop them a comment or ask a question.

Access all Pod content and engagement data

Rather than wasting valuable time tab hopping, just pull up your Pod content in Salesforce. So, if you want to check out how many times that proposal you shared yesterday has been clicked or that demo recording has been viewed, you can quickly launch this and more under our dedicated trumpet tabs.

Get Pod intent signals in Salesforce

Be in the know every time your buyer makes a move inside your Pod—like watching your post demo summary video, checking off an action in the mutual action plan, or sharing it with an internal stakeholder... Never miss an opportunity to connect.

More posts