GTM Engine Background

September 4, 2025

Product Release

Building the Foundation for Scale

One month ago, we officially exited stealth mode and launched GTM Engine. Since then, our focus has been on something critical but less flashy than features: bulletproofing and hardening the platform to scale.

Over the past 30 days, we’ve been:

  • Strengthening system performance and reliability
  • Optimizing workflows to handle larger, more complex data sets
  • Investing in infrastructure so GTM Engine runs faster and smoother than ever

These improvements may not come with screenshots or demos, but they’re what ensure every team can trust GTM Engine to power their most important revenue workflows.

And this is just the foundation. We’re already building incredible new features shaped by customer and industry feedback; features designed to move the industry forward, not just add more buttons. You’ll see the first wave of these in our next release.

Stay tuned. The best is yet to come.




Here's the full breakdown of the enhancements:

AI and Workflow Engine

  • GPT-5 is now available in Workflows
  • Added nested workflows task
  • Added variable injection from Generate Object AI step
  • Added scheduled Slack messages to Slack workflow tasks
  • Added Activities as workflow record types (Get, Create, Update)
  • Added generic workflow execution endpoint (API and API Key)
  • Improved Workflow Testing experience (markdown rendering, improved research result extraction)
  • Slack task improvements:
    • Support for threaded messages (ts value)
    • Optional unfurl toggle
    • Outputs now referenceable in later tasks
    • Graceful skip when no Slack connection or missing channel/user IDs

Integrations

  • Added custom forecast category mappings for HubSpot and Salesforce
  • Improved logic for update vs update-and-sync based on CRM connection
  • HubSpot improvements:
    • Contact lookup by email before create
    • Account lookup by domain before create
  • Improved Read.ai connection experience
  • Chorus integration added
  • Grain integration added
  • Added Grain call recorder
  • Added cursor to organization_integrations
  • Webhooks now use integration ID instead of org ID
  • Added webhook endpoint for creating an Activity

Opportunities, Forecasting, and Pipeline

  • Timezone support added for all Opportunities routes
  • Proto stage added to Create Opportunity modal
  • Closed Won deal value now displayed
  • Forecast view improvements:
    • Correct filtering by close date
    • Defaults to showing only open opportunities
    • Manager list now accurate
    • Large matrix opportunities now visible
    • Fixed null/NaN displays for quota
  • Added trigger for opportunity reevaluate
  • Added trigger for schedule meeting prep
  • Upcoming meetings on AE dashboard expanded to include all meetings, not only opportunity-related

Pipeline Updates

  • Search added to Pipeline view
  • Search added to Forecast view
  • Default Pipeline range set to "All"
  • Pipeline view now shows opportunities without a close date

Records

  • Records/Accounts page added
  • Custom Views added
  • Manual Enrich button added to Contact and Account pages
  • No Owner filter and display added
  • Activities support expanded across record types
  • Added the following new fields:
    • propensity_score
    • products_services
    • business_model
    • competitors

Custom Fields

  • Add ability to delete or unmap fields
  • Added default_is_editable and is_editable to field creation APIs
  • Safety improvements for custom fields stored in organizations_fields_v2
  • Fixes for custom field creation and updates
  • Updated record-type naming: model_enum renamed to record_type
  • Refactored FieldCard UI in mapping settings

Team Management

  • Seat count added to Team Members page header
  • Seat count now includes invited users
  • Additional actions in user management (resend invite, revoke invite)
  • Lock down /organizations/fields to only allow editing custom fields
  • Fix for inviting existing inactive users
  • Default user.status updated to inactive

UI and UX Enhancements

  • Refactor of Team Members page
  • Added NumberInput with currency option
  • Custom global error and not-found pages added
  • Photo metadata is removed on upload
  • Old profile photos deleted after uploading new ones
  • Avatar fallbacks improved across the app
  • Sidebar jumpiness fixed
  • Pagination and filtering improvements across records pages
  • Orphaned and stray records pages updated to new SWR and pagination
  • Redirect from /sales/contacts and /sales/accounts to /records equivalents

Calls, Activities, and Meeting Data

  • Improved call association by checking for matching user emails
  • Do not process empty transcripts
  • Improved activity creation and owner assignment
  • Activity display improvements across the app

Notifications

  • Post-meeting Slack notifications added (sent to the opportunity owner)

Authentication, Permissions, and Access

  • Proper 404 states shown when lacking permission
  • Client-side error messages added for super admin user page
  • Resending invitations fixed
  • Improved redirect logic for CRM access and onboarding flows

Data Quality and Hygiene

  • Option added for “create and enrich” behavior for missing records in workflows
  • Fix for opportunity display on Account pages
  • Improved handling for orphaned and stray records
  • Domain validation added when creating accounts and orgs
  • Blacklist functionality added for data fields
  • Custom fields and organization field mappings validated more consistently

API Endpoints

  • Workflow execution endpoint (API and API Key)
  • Activity creation webhook endpoint

Developer-Visible but User-Impactful

  • Improvements to mappings, nested workflows, and variable injection
  • Updated Docker base images
  • Tracing added to CRM integrations
  • AWS ECR integration added

It's been a busy month since launch! Sign up below to stay in the loop for future releases:

WORLD-CLASS SALES TEAMS RUN ON GTM ENGINE

Tango
Topo
Viso Trust
Mediar
LeanScale
TOFU
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Yeah, that's really interesting...that last thing that you showed me around the AE dashboard is something that we don't have. We definitely don't have anything that can do that.
Amber, Sr Dir of Digital Ops
DXP
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I like how you're holistically hitting all the pieces we looked at...you've got that plus forecasting and pipeline health management
Rick, VP of RevOps
Software Development
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It's super cool for sure. It, you know, it's just amazing what you guys are doing.
Amber, Director of Marketing
Cybersecurity
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I love this...how it would integrate with what we have so it's not like just one more tool..
Blake, Enterprise Sales Leader
Data Infrastructure