Automated Record Creation
No Surprises, No Unknown Contacts, No Missing Records
Sales reps never create records for everyone they interact with, leaving unknown stakeholders on deals and missing contacts in meetings. GTM Engine automatically creates every record from emails, calls, and meetings, fully researched and enriched, so you never miss a stakeholder again.
It's not just that reps are bad at entering data. They don't even create records for everyone they interact with. New stakeholders appear on deals. Unknown contacts join meetings. Email threads include people nobody tracked. GTM Engine automatically creates every record, associates it correctly, and populates it with research and 1st party data.
Set Smart Creation Rules
Control exactly when and how records are created. When a new contact appears on an email thread with an opportunity, a calendar invite, or as a meeting attendee, GTM Engine creates the record automatically, researches them, enriches the data, and starts tracking every interaction. Set rules to include only potential customers and exclude vendors, partners, and internal contacts. Your CRM stays clean and focused.
Populated with Web Research
Every automatically created record gets enriched with comprehensive web research. Company information, revenue, employee count, tech stack, recent funding, competitive intelligence. Contact details including role, background, social profiles, and recent activity. Your team sees the full context without manual research.
Enriched with 1st Party Data
Beyond web research, every record captures 1st party data from actual interactions. Emails they have been part of, calls they have joined, meetings they have attended. See the complete history of engagement, understand their involvement in deals, identify champions and influencers. No surprises about who is involved at your accounts.
Contact Creation Wizard & Lookalike Modeling
Need to add contacts manually? Use the creation wizard to quickly add contacts with guided enrichment. Or go further with lookalike modeling: automatically find accounts similar to your best customers, identify the right contacts at those accounts, research and enrich every record, then auto-enroll them in sequences. Build automated workflows to continuously expand your target account list based on your ideal customer profile. The sky is the limit.
Automatically Associated with Opportunities
Every contact created automatically gets researched, scored, and associated with the right accounts and sales opportunities. See the complete context in GTM Engine: contact details, research data, propensity score, and which opportunities they are involved in. All synced back to Salesforce or HubSpot in real-time. Your CRM always reflects the complete picture of stakeholder involvement.
Key Benefits
See how Automated Record Creation transforms your GTM operations
From Activity Tracking
New contacts on emails, calendar invites, or meeting recordings automatically become CRM records with full associations to opportunities and accounts. Track every stakeholder from first touch.
ICP-Based Account Discovery
GTM Engine finds accounts that fit your ideal customer profile and identifies the right contacts to sell to at each account. Every record is fully researched and propensity scored so you know exactly who to target and why.
2-Way CRM Sync
Any record created directly in your CRM gets automatically enriched with web research data, firmographics, technographics, and contact details. Manual creation, automatic enrichment.
CSV Upload & Enrichment
Upload account and contact lists via CSV. GTM Engine creates records, deduplicates against existing data, and enriches everything with comprehensive research.
How It Works
Get started with Automated Record Creation in four simple steps
Connect Your Activity Sources
Integrate email, calendar, meeting recorders (Gong, Chorus, Grain), and your CRM. GTM Engine monitors all activity in real-time.
Set Creation Rules
Define which types of contacts and accounts to create automatically. Exclude vendors, partners, and internal contacts. Include only potential customers who match your ICP.
Automatic Creation & Research
When new contacts appear in activities or you upload CSVs, GTM Engine creates records, deduplicates against existing data, researches each contact and account, and enriches with firmographics, technographics, and intent signals.
Continuous Enrichment
Every new interaction updates the record with 1st party data. Emails, calls, meetings, and activities all populate the timeline. You always see the complete engagement history.
Common Use Cases
See how teams use Automated Record Creation to drive results
No Unknown Stakeholders
Every person your team interacts with becomes a tracked record. No more surprises about who is involved in deals or which stakeholders your competitors are talking to.
Complete Account Coverage
Automatically discover and create records for all the right contacts at your target accounts. Know who to sell to, who influences decisions, and who to avoid.
Instant Context for Every Interaction
New contacts are created with full research data and 1st party engagement history. Your team knows exactly who they are talking to before the first conversation.
Frequently Asked Questions
Everything you need to know about Automated Record Creation
Ready to Get Started?
See how Automated Record Creation can transform your GTM operations