Note - You need Salesforce Enterprise for the integration to work.
The Salesforce integration lets you create Pods faster by auto-populating the fields you need, and keeps Salesforce updated with Pod engagement data, comments, and completed forms - automatically.
Watch the 3-minute walkthrough below to see it in action:
Quick setup (2 steps)
Step 1 - Install the package
Step 2 - Connect trumpet to Salesforce
Good to know: whoever connects the integration needs ViewAllData or ViewAllRecords permissions in Salesforce, so we can send data back into your org.
What you get with the integration
What you get with the integration
A Create Pod button on every Opportunity in Salesforce, which takes you straight to the Pod Creation Wizard with that opportunity pre-selected
A card embedded in the Salesforce Opportunity so you can view your Pods and their insights without leaving Salesforce
trumpet activity pushed to Salesforce automatically as custom objects, activity, or notes
New Pod viewers are added as contacts in Salesforce and linked to the right opportunity and company
Custom objects for Pod analytics, form responses, and attachments - all reportable in Salesforce
Opportunity stage changes (Closed Won / Closed Lost) sync back to trumpet automatically
"CRM Search" when creating a new Pod - search by keyword to pull in company name and domain, and link the Pod to the right opportunity
Finish setting things up in Salesforce
Finish setting things up in Salesforce
Show all the data in the Opportunity layout
Head to Object Manager > Opportunities > Page Layout > Opportunity Layout in Salesforce, so all the relevant fields are visible to trumpet.
Add Pods to your Opportunity view (so you can see and report on Pod metrics)
Drag 'Trumpet Pods' into related lists:
Let your team create Pods directly from Salesforce
Drag Create Pod into Salesforce Mobile and Lightning Experience Actions:
Control what data syncs to Salesforce
Control what data syncs to Salesforce
Manage all of this from your trumpet settings: trumpet.app/integrations
trumpet Fields
These are internal properties you can view under Insights in your Pods. You choose whether each field updates one-way, or bidirectionally - so a change made in trumpet updates Salesforce, and a change made in Salesforce updates trumpet.
Variables
By default, trumpet pulls through these fields to populate your Pods:
Contact Name
Company URL
Company Name
Deal Name
Deal Value
You can also select extra fields from Salesforce to pull through as custom variables.
Report examples in Salesforce
Report examples in Salesforce
The package install creates these default reports for you:
Accounts with Pods
Contacts with Pods
Forms with Responses
Opportunities with Pods
Pods with Activities
Pods with Attachments
Pods with Forms
Pods with Proposals
Pods with Activities
Pods with Activities
Trumpet Pod Id - salesforce record ID
Pod Name - pod's name taken from parent opportunity
Activity Name - action name
Person Name - the person who made the action
Location - pod's URL
Signal Key - type name of activity
Signal Content - activity description
Created At - when the action happened
Pods with Attachments
Pods with Attachments
Trumpet Pod Id - salesforce record ID
Pod Name - pod's name taken from parent opportunity
Attachment Name - file's name
Created At - file's created date
URL - download URL to the file
Pods with Proposals
Pods with Proposals
Trumpet Pod Id - salesforce record ID
Pod Name - pod's name taken from parent opportunity
Proposal Name - trumpet proposal's name
Created At - proposal created date
Status - proposal's status
URL - download URL to the proposal
Opportunities with Pods
Opportunities with Pods
Opportunity name - salesforce opportunity's name
Opportunity Id - salesforce opportunity id
Pod Name - pod's name
Created At - pod's created date
Total Comments - total comments under the pod
Total Downloads - total downloads under the pod
Total Links Clicked - total link clicks under the pod
Total Shares - total pod shares with other users
Total Time Spent - total time the user spent under the pod
Total Unique Views - total user unique views
Total Video Plays - total video plays under the pod
Total Views - total user views of pod
URL - link to the pod
Pods with Forms
Pods with Forms
Trumpet Pod ID - pod's salesforce id
Pod name - pod's name
Form: Form Name - form's name
Person Name - a person who submitted the form
Created At - date of form submission
Forms with Responses
Forms with Responses
Form Name - trumpet's form name
Pod: Pod Name - pod's name
Form Response Question Name - trumpet question's name
Person Name - a person who answered the question
Answer - the answer
Type - type of the question
Created At - answer date
For developers/admins: Package architecture & custom objects
For developers/admins: Package architecture & custom objects
The trumpet Salesforce package creates the following custom objects:
Trumpet Activity
Trumpet Activity
Represents trumpet's user action with a Pod
Name (Text) - Activity name
CreatedAt__c (DateTime) - the date when the action was done
Location__c (Text) - URL to pod on the trumpet side
PersonName__c (Text) - person who made the action
Pod__c (Master-Detail) - lookup to "Trumpet Pod" record
SignalContent__c (Text) - activity description
SignalKey__c (Text) - activity key
TrumpetId__c (Text External ID) - activity id on the trumpet portal side
TrumpetPersonId__c (Text) - person id on the trumpet portal side
Trumpet Pod
Trumpet Pod
Represents trumpet's Pod record
Name (Text) - pod name
CreatedAt__c (DateTime) - date when pod was created
LastViewed__c (DateTime) - date when pod was last viewed on the trumpet site
Opportunity__c (Lookup) - lookup to parent Opportunity
TotalComments__c (Number) - total Pod comments on the trumpet site
TotalDownloads__c (Number) - total Pod file downloads on the trumpet site
TotalLinksClicked__c (Number) - total Pod link clicks on the trumpet site
TotalShares__c (Number) - total Pod shares on the trumpet site
TotalTimeSpent__c (Text) - total time spent on the Pod on the trumpet site
TotalUniqueViews__c (Number) - total Pod unique views on the trumpet site
TotalVideoPlays__c (Number) - total Pod videos played on the trumpet site
TotalViews__c (Number) - total Pod views on the trumpet site
TrumpetId__c (Text External Id) - trumpet Pod id
URL__c (URL) - URL to Pod on trumpet site
Trumpet Attachment
Trumpet Attachment
Represents files attached to a Pod
Name (Text) - attachment name
CreatedAt__c (DateTime) - the date when the attachment was created
Pod__c (Master-Detail) - lookup to parent Pod
TrumpetId__c (Text External Id) - attachment id on trumpet's site
URL__c (URL) - URL to the attachment
Trumpet Form
Trumpet Form
Represents trumpet's form under the Pod
Name (Text) - form name
CreatedAt__c (DateTime) - date when the form was created
TrumpetId__c (Text External Id) - form id on trumpet site
Trumpet Form Response
Trumpet Form Response
Represents a response made by a person to trumpet's form
FormToPod__c (Lookup) - lookup to "Trumpet Form To Pod" record
PersonName__c (Text) - person who made the response to the form
TrumpetId__c (Text External Id) - response id on the trumpet site
TrumpetPersonId__c (Text) - person id on the trumpet site
Trumpet Form Response Question
Trumpet Form Response Question
Represents an answer to trumpet's form response question
Name (Text) - Question text
Answer__c (Long Text Area) - person's answer
FormName__c (Formula) - question's form name
FormResponse__c (Master-Detail) - lookup to "Trumpet Form Response" record
PersonName__c (Formula) - person's name who answers the question
Pod__c (Master-Detail) - lookup to "Trumpet Pod"
Type__c (Text) - question type
Trumpet Form To Pod
Trumpet Form To Pod
Junction table between "Trumpet Form" and "Trumpet Pod"
CreatedAt__c (DateTime) - date time when the form was created
Form__c (Master-Detail) - lookup to "Trumpet Form" record
Pod__c (Master-Detail) - lookup to "Trumpet Pod" record
Trumpet Proposal
Trumpet Proposal
Name (Text) - proposal name
CreatedAt__c (DateTime) - date when the proposal was created
Pod__c (Master-Detail) - lookup to "Trumpet Pod" record
Status__c (Text) - proposal status
TrumpetId__c (Text) - proposal id on the trumpet site
URL__c (URL) - URL to proposal
Ideas: automate Salesforce tasks from trumpet signals
Ideas: automate Salesforce tasks from trumpet signals
Integrating trumpet's digital sales room signals with Salesforce as custom objects gives you valuable insight into prospect engagement and deal progression. Here are some tasks you could trigger based on those signals:
Deal Room Viewed
Follow up with the prospect to gauge initial interest
Schedule a discovery call to discuss the deal room contents
Update the opportunity stage to reflect prospect engagement
Send personalised content based on the sections viewed
Assign a sales rep to the opportunity
Deal Room Shared with a New Stakeholder
Reach out to the new stakeholder to introduce yourself
Update contact roles on the opportunity
Schedule a meeting with all stakeholders
Send a personalised welcome message to the new contact
Adjust your sales strategy for the additional decision-maker
Proposal Downloaded
Follow up with the prospect to discuss proposal details
Set a task to check in after a set period
Update opportunity probability based on engagement
Prepare for potential objections or questions
Schedule a proposal review meeting
Link Clicked in Deal Room
Send additional information related to the clicked link
Update lead score based on engagement level
Follow up with the prospect about that specific topic
Create a task to discuss the linked content on the next call
Adjust sales messaging based on the prospect's interests
Document Uploaded
Review the uploaded document
Send an acknowledgment to the prospect
Schedule a meeting to discuss the document
Update opportunity details based on the new information
Assign a task to relevant team members for document analysis
Document Downloaded
Follow up to make sure the document was helpful
Schedule a call to discuss the document contents
Update the opportunity stage if it's a critical document
Send related materials or case studies
Create a task to prepare for potential questions
Mutual Action Plan Step Completed
Congratulate the prospect on their progress
Update the opportunity stage and probability
Schedule next steps or meetings
Prepare resources for the next action plan step
Notify relevant internal stakeholders of progress
Video Watched
Follow up with questions about the video content
Send additional related resources
Update lead score based on video engagement
Schedule a demo or in-depth discussion
Create personalised content based on the video topic
Voice Note Played
Follow up to address any questions from the voice note
Schedule a call to discuss the voice note contents
Update opportunity notes with voice note insights
Send written confirmation of any action items
Create a task to prepare responses to voice note topics
Form Completed
Send a thank you message for the form submission
Update contact and opportunity information
Assign follow-up tasks based on the form content
Schedule a call to discuss the form responses
Trigger internal workflows based on the form data
Comment Left
Respond to the comment promptly
Schedule a call to discuss the comment in detail
Update opportunity notes with comment insights
Assign tasks to relevant team members based on the comment
Adjust sales strategy if the comment indicates concerns
Document Signed
Send a confirmation and thank you message
Update the opportunity stage to closed-won
Kick off onboarding or implementation
Schedule a kickoff meeting with the client
Assign account management tasks to the relevant team
Timeline Item Completed
Congratulate the prospect on their progress
Update the opportunity stage and probability
Schedule next steps or meetings
Prepare resources for the next timeline item
Notify relevant internal stakeholders of the milestone
Using these custom objects and tasks, your team can build a more responsive, personalised sales process - leading to better engagement and higher conversion rates.