Overview
Databook’s Salesforce integration is a secure, configurable way to sync selected CRM data between your Salesforce instance and the Databook application. Sharing specific objects and fields enables AI insights and agentic workflows tailored to the accounts and opportunities your team is working on—helping generate more pipeline, close bigger deals, and boost GTM productivity.
Note: Please see the separate installation guide for set-up steps. Our team can guide you through the process.
What the Integration Does
The integration securely shares CRM data with Databook while giving you full control over what is included. Key capabilities:
Secure set up: Authorize access without sharing sensitive credentials.
Easy configuration: Choose which CRM objects and fields to share and start syncing with a click.
Full control: Include or exclude specific data points at any time via a secure, read-only connection.
By default, the integration syncs selected standard fields for Account and Opportunity to enable popular agentic workflows (see list below). Some workflows may require additional objects or custom fields.
How the Integration Offers Value
Syncing CRM data allows Databook to understand the context of your accounts and in-flight opportunities and customize data-driven, customer-centric GTM intelligence accordingly. Example agentic workflows include:
Whitespace recommendations: Identify untapped revenue opportunities based on the customer’s priorities and what’s already been sold at the account—driving more, higher-quality pipeline.
Automated account plans: Use opportunity and contact context to automate more of your account plan, which stays up to date whenever data changes—boosting productivity.
Deal acceleration insights & coaching: Get alerts on risks and coaching to unblock stalled deals, grounded in both customer priorities/urgency and the deal’s history—improving close rates and forecast accuracy.
How Databook Uses Customer Data
Databook uses customer data (e.g., CRM data) only for the purposes agreed in your Master Subscription Agreement, and has organizational, contractual, and technical controls in place to enforce this. Databook is SOC 2 Type 2 certified. See more in the Trust Center and Security & Privacy FAQs.
Key design principles of the Salesforce integration:
Tenant isolation with dedicated compute resources
Identity segregation with tenant-specific service principals and least-privilege access
Data lineage tracking from source to destination
Security-first, zero-trust architecture requiring explicit permissions
Built on a multi-tenant architecture with strong data isolation and row-level security
Useful links
Default Synced Objects & Example Fields
These examples reflect commonly synced standard fields that enable popular agentic workflows. Your configuration may differ based on your needs.
Object: Account (examples)
Account ID
Annual Revenue
Description
Industry
Name
Number of Employees
Owner ID
Parent ID
Ticker Symbol
Website
Object: Opportunity (examples)
Account ID
Amount
Close Date
Description
Forecast Category
Is Won / Is Closed
Last Activity Date
Last Stage Change Date
Name
Next Step
Opportunity ID
Owner ID
Probability
Stage Name
Type
Additional objects/fields: Some workflows may require syncing additional objects such as Opportunity Contact Role, Contact, and specific custom fields to align with your sales methodology and GTM operations.