Updated 19 October 2026
The trumpet Salesforce integration is a native, two-way sync that lets Revenue Teams create a Digital Sales Room from any Opportunity in one click and send buyer activity back into Salesforce. Opportunities, accounts and contacts flow into trumpet. Pod activity, attachments, forms and proposals flow back as custom objects, with new Pod viewers added as contacts with an Opportunity Contact Role. It needs Salesforce Enterprise edition and is included on every trumpet plan, including Free.
Salesforce is the system of record for most enterprise Revenue Teams. It runs pipeline, forecasting and reporting. But most of the buying happens outside it, in emails, security reviews, procurement checks and internal conversations the seller never sees. Trumpet closes that gap. This guide covers why the two work well together, exactly what syncs, how to set it up and how Mutual Action Plans fit with your Opportunities.
Why Salesforce and trumpet work best together
Salesforce was built for internal teams. Buyers and customers don't work inside your CRM. So Salesforce tells you what the rep recorded, not what the buyer actually did.
That gap grows with deal size. A champion forwards your proposal. Security asks for your SOC 2 report. Finance reviews pricing. The buying committee grows from three people to ten. None of it shows up in the Opportunity unless a rep types it in. When a manager asks why a deal is moving forward, the honest answer is often "the rep said so".
Trumpet is the buyer-facing layer that sits alongside Salesforce. It doesn't replace the CRM. It gives every Opportunity a shared space where buyers and sellers work together, then writes what happens there back into Salesforce.
| Job | Salesforce | trumpet |
|---|---|---|
| Role | System of record | Buyer-facing execution layer |
| Captures | What the seller logs | What buyers and customers do |
| Visibility | Internal pipeline and forecast | Stakeholder engagement and next steps |
| Manages | The sales process | The buyer journey, through to renewal |
What trumpet adds to Salesforce
A Digital Sales Room for every Opportunity. Each Pod is a branded, website-style space that auto-brands from the buyer's domain. Buyers open one link with no login. Content, pricing, proposals and next steps live in one place.
Mutual Action Plans. A shared Mutual Action Plan sits inside every Pod, so buyers and sellers agree the steps to close. The section on Mutual Action Plans in Salesforce below shows how it works alongside the Opportunity.
Stakeholder mapping. The AI org chart maps buying roles such as Decision Maker and Economic Buyer, and spots stakeholders who are missing. You can build it straight from Salesforce.
Engagement signals. Every viewer gets an Engagement Score. Slack and email alerts tell reps when buyers are active, and the Nerve Centre gives leaders a view of every active Pod, including single-threaded deals and accounts going quiet.
AI agents and Copilot. AI agents build Pods from a URL or CRM record, draft Mutual Action Plans and recommend next steps. Copilot can read Opportunity details and pull live deal context into a Pod with one prompt.
Sales to customer success. The Pod that closes the deal carries on into onboarding, renewal and expansion, so customer success inherits the full context.
How the trumpet Salesforce integration works: objects, permissions and setup
Requirements
- Salesforce Enterprise edition.
- The person connecting Salesforce needs the ViewAllData or ViewAllRecords permission.
- Any trumpet plan. Every plan includes the integration, including Free, and buyers never need a paid seat. See pricing.
Supported objects
| Data | Into trumpet | Back to Salesforce |
|---|---|---|
| Opportunities | Deal name, value, stage (Closed Won or Closed Lost) and any field as a variable | Pods and their activity, linked to the Opportunity |
| Accounts and contacts | Company, URL and contacts fill the Pod and org chart | New Pod viewers and manually added stakeholders become contacts |
| Pod activity | n/a | Custom objects, activity or notes |
| Custom objects | n/a | Pods, activity, attachments, forms, form responses and proposals |
| Mapped fields | One way or both ways | One way or both ways |
| Reports | n/a | 8 ready-made reports, including Opportunities with Pods and Pods with Activities |
Opportunity Contact Roles
When someone new opens a Pod, trumpet adds them to Salesforce as a contact with an Opportunity Contact Role. Stakeholders you add by hand in the org chart who aren't in Salesforce are created as contacts linked to the account and the Opportunity. Your buying committee in Salesforce stays complete without reps typing anything in.
Setup
- Check you're on Salesforce Enterprise edition and that the person connecting has ViewAllData or ViewAllRecords.
- Install the trumpet package in Salesforce. This adds the custom objects and the 8 ready-made reports.
- In trumpet, open Integrations and connect Salesforce.
- Add the trumpet card and the Create Pod button to the Opportunity page layout.
Once connected, reps create a Pod from any Opportunity in one click, or search Salesforce by keyword when creating a Pod in trumpet. Contact, company, URL, deal name and value fill in automatically, and the live Pod and its engagement sit on the Opportunity page. Full details are on the Salesforce integration page.
Mutual Action Plans in Salesforce
In trumpet, the Mutual Action Plan lives in the Pod linked to each Opportunity, so the shared buyer plan and the Salesforce record move together. Salesforce holds the Opportunity, its stage and its contacts. The Pod holds the plan that buyers and sellers agree to work through.
Who owns each step
Every plan has buyer- and seller-owned steps, each with an owner, a due date and reminders. Buyers open the Pod with no login, tick off their steps and get reminded when something is due. Reps see what's done and what's stuck without chasing by email. AI agents can draft the plan, and reps can edit it by hand.
How the plan connects to the Opportunity
- Activity you can report on. Pod activity flows back to Salesforce as custom objects, activity or notes, so buyer engagement sits next to the Opportunity in your reports.
- Stage changes. Move the Opportunity to Closed Won or Closed Lost and the Pod updates to match.
- The people on the plan. When a new stakeholder opens the Pod, trumpet adds them as a Salesforce contact with an Opportunity Contact Role. The people working through the plan show up on the Opportunity too.
From deal plan to onboarding plan
After Closed Won, the same plan becomes the onboarding plan. Ownership passes from sales to customer success in the same Pod, so the customer doesn't start again and nothing agreed during the sale gets lost. In trumpet's own data, deals with an active Mutual Action Plan are linked to double the win rate. For more, read our guide to Mutual Action Plan software.
How trumpet signals make Salesforce data more useful
A forecast is only as good as the data behind it. With trumpet connected, the Opportunity record shows what the buyer did, not only what the rep logged. Pipeline reviews can start from questions like these:
- Which deals had buyer activity this week, and which have gone quiet?
- Which new stakeholders have joined a deal the rep hasn't mentioned?
- Which deals are single-threaded?
- Which Mutual Action Plans are on track in the Pod, and which have stalled?
A deal with an active Pod and a moving plan is a different risk from one where the rep feels confident but nobody has opened the Pod in two weeks. The 8 reports make those activity differences visible in Salesforce itself.
Use cases for enterprise Revenue Teams
- Post-demo follow-up. Send one Pod with the recording, case studies, pricing and agreed next steps instead of an email full of attachments.
- Security and procurement. Give late joiners a section with your DPA, certifications and commercial terms so they don't need to ask.
- Proposals and signature. Share Proposals & Quotes and collect e-signature in the Pod.
- Business cases. Champions brief their CFO with a single link rather than rebuilding your deck.
- Onboarding, renewal and expansion. Customer success picks up the same Pod after signature, with the full history.
What to look for in a Salesforce-connected Digital Sales Room
- Two-way sync. Salesforce data should fill Pods, and buyer activity should land back on the Opportunity. A one-way export isn't enough.
- Contacts and Contact Roles. New stakeholders should reach Salesforce without manual entry.
- Reporting inside Salesforce. Look for activity stored as objects you can report on, not only a separate dashboard.
- Easy adoption. Reps should create a Pod from the Opportunity in one click, using Templates.
- Governance. Template locking, content approvals, version history and Workspaces keep content on-brand.
- Enterprise security. Trumpet is SOC 2 Type II, ISO 27001 and GDPR compliant, with SSO and SCIM. See the Trust Center and our enterprise setup.
For a wider comparison, see the best Digital Sales Rooms for enterprise teams. Running HubSpot instead? Read our HubSpot and trumpet guide.
Salesforce and trumpet vs traditional sales enablement
Sales enablement software works on the seller's side: content libraries, training and coaching. Buyers never see it. The Salesforce and trumpet combination solves a different problem, the live buyer journey. Many Revenue Teams run both, and trumpet's Content Library and Gong integration mean approved content and call insight flow into Pods.
Final thoughts
Salesforce is where Revenue Teams manage the Opportunity. Trumpet is where buyers and sellers move it forward. Connected two ways, Salesforce finally shows what buyers and customers are doing, from first follow-up to renewal. Trumpet is the #1 Digital Sales Room on G2 for five quarters in a row, and you can connect Salesforce on the Free plan today.
Frequently asked questions
Does trumpet integrate with Salesforce?
Yes, trumpet has a native two-way Salesforce integration. Opportunities, accounts and contacts come into trumpet, and Pod activity, contacts and custom objects go back to Salesforce.
Which Salesforce edition does trumpet need?
Trumpet needs Salesforce Enterprise edition. The person connecting also needs the ViewAllData or ViewAllRecords permission.
Is the Salesforce integration included on the Free plan?
Yes, every trumpet plan includes the Salesforce integration, including Free. Buyers never need a paid seat.
What does trumpet write back to Salesforce?
Trumpet writes Pod activity back as custom objects, activity or notes. Pods, attachments, forms, form responses and proposals arrive as custom objects, new viewers become contacts with an Opportunity Contact Role, and mapped fields sync one way or both ways.
How do Mutual Action Plans work with Salesforce?
The Mutual Action Plan lives in the Pod linked to the Opportunity, and Pod activity flows back to Salesforce as custom objects you can report on. Closed Won or Closed Lost updates the Pod, and after the win the plan becomes the onboarding plan.
Does trumpet replace Salesforce?
No, Salesforce stays your CRM and system of record. Trumpet adds the buyer-facing workspace and feeds buyer activity back into it.
Can I report on Pods in Salesforce?
Yes, the trumpet package installs 8 ready-made reports. They include Opportunities with Pods and Pods with Activities.
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