Feature Overview

The Integrations Management feature allows you to connect GTM Engine with your essential business tools, including call recording platforms, CRM systems, and communication tools. These integrations enable the seamless flow of data between GTM Engine and your existing tech stack, automating the capture of unstructured sales data and returning structured insights to where you need them most.

Benefits to the User

• Eliminate Manual Data Entry: Automatically capture data from calls, emails, and meetings without requiring reps to log activities manually
• Two-Way Data Synchronization: Ensure your CRM and GTM Engine share accurate, up-to-date information
• Streamlined Workflow: Access all your critical sales information in one place
• Enhanced Visibility: Gain comprehensive insights across your entire sales process
• Time Savings: Reclaim 30-40% of selling time previously spent on administrative tasks
• Improved Data Quality: Reduce human error in data collection and entry

Accessing the Feature

1. Log into your GTM Engine account
2. Navigate to the Settings menu
3. Select the Integrations page

Note: Some integrations require administrative privileges. Ensure you have the necessary permissions before attempting to set up account-wide integrations.

Step-by-Step Usage Guide

Setting Up Account-Wide Integrations

The Integrations page is organized into three main categories:

1. Call Recording Integrations

These integrations allow GTM Engine to automatically capture and analyze sales call data.

To connect a call recording platform:

1. Locate the desired platform in the Call Recording Integrations section
2. Click the Connect button
3. Follow the prompts to complete the authentication process
   • Some platforms may require API keys and secrets
   • Others will require a full login through their authentication system

2. CRM Integrations

These integrations enable two-way synchronization between GTM Engine and your CRM system.

To connect your CRM (e.g., Salesforce):

1. Locate your CRM in the CRM Integrations section
2. Click the Connect button
3. Log in with administrative credentials when prompted
4. Grant the necessary permissions to allow GTM Engine to access your CRM data

Important: CRM integrations typically require administrative privileges as they establish a two-way sync that downloads unstructured information and returns structured insights.

3. Communication Integrations

These integrations connect GTM Engine with your communication tools.

To connect a communication platform:

1. Find the platform in the Communication Integrations section
2. Click the Connect button
3. Complete the authentication process as directed

Setting Up Individual Integrations

Some integrations, like Gmail, are user-specific and must be set up individually:

1. Click on Profile Settings in the Settings menu
2. Scroll down to the integrations section
3. Locate Gmail and click Connect
4. Follow the authentication prompts to complete the connection

Managing Existing Integrations

Configuring an Integration

After connecting an integration, you can adjust its settings:

1. Find the connected integration on the Integrations page
2. Click the Configure button
3. Follow the individual prompts to customize settings according to your needs

Disconnecting an Integration

To remove an integration:

1. Locate the integration you wish to disconnect
2. Click the Disconnect button
3. Confirm your decision in the confirmation dialog that appears

Tips and Best Practices

• Plan Your Integrations: Before connecting systems, identify which integrations will provide the most value to your sales process
• Administrative Access: Ensure the person setting up account-wide integrations has the necessary administrative privileges
• Regular Review: Periodically review your integrations to ensure they're functioning correctly and still meeting your needs
• User-Specific Setup: Remember that Gmail integration must be set up individually by each user through their profile settings
• Test After Setup: After connecting an integration, perform a test to verify data is flowing correctly in both directions
• Document Custom Settings: If you customize integration configurations, document your settings for future reference

By properly setting up and managing your integrations, you'll transform your CRM from a passive reporting tool into an active system that supports real selling, giving your team back valuable selling time while providing comprehensive pipeline visibility and trustworthy forecasts.