Overview
By connecting your system of record to Databook’s strategic account intelligence, your team gains real-time clarity and automation that translates directly into stronger execution and higher revenue outcomes.
Here’s how integration unlocks high-impact value:
Automated workflows & zero-input productivity: Integrating your CRM eliminates manual effort and ensures Databook is always aligned to each seller’s book of business. Opportunities, personas, stages, and company details flow seamlessly into Databook—with no duplicate entry required. Sellers receive pre-filled briefs, presentations, and business cases the moment they need them, enabling faster preparation, better meeting quality, and consistent execution at scale.
Real-time awareness & continuous account coverage: Databook continuously monitors each account and delivers real-time notifications across leadership changes, earnings updates, risks, and buying triggers. Sellers can tailor alerts to their segment or vertical, ensuring every AE receives only the insights that matter most. With automated account monitoring in the background, your team never misses a critical moment that could advance a deal or protect the pipeline.
Smarter, contextualized AI for every deal: When CRM data and Databook intelligence combine, sellers receive AI outputs that are fully personalized to the opportunity, industry, personas, and stage. From tailored emails and executive briefs to dynamic deal coaching, Databook generates more accurate, higher-quality content—and adjusts recommendations as opportunities evolve. This gives your team a consistent advantage at every step of the deal cycle.
Note: Please see the separate installation guide for set-up steps. Our team can guide you through the process.
Key Advantages of the Integration
The integration securely shares CRM data with Databook while giving you full control over what is included. Key capabilities:
Improved pipeline quality & forecasting: Enriched opportunity data, better hygiene, and more accurate forecasting signals.
Faster onboarding & standardized execution: Choose New reps ramp faster, and teams operate from a shared, consistent understanding of each account.
Advanced analytics for revenue focus: Whitespace, prioritization, territory optimization, and engagement analytics help leaders guide teams toward the highest-impact opportunities.
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.
CRM integration unlocks the full value of Databook:
AI that’s truly deal-specific, not just smart, but grounded in your real opportunities, stages, and personas.
Briefs and decks auto-populated with CRM data removing hours of manual prep and cleanup for every seller.
Insights that map directly to your pipeline so alerts and triggers show up exactly when they matter.
Accurate alignment to owners, stages, and accounts so Databook always reflects how your team actually works.
Consistent workflows that ramp new reps faster instead of relying on incomplete or seller-entered context.
Cleaner data powering stronger forecasting giving leaders a clearer picture of pipeline quality and risk.
Sharper prioritization across accounts and whitespace with signals that are far more actionable when tied to CRM.
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.
FAQ
How are permissions carried across?
Databook respects your CRM's access model. Users only see accounts and opportunities they can see in the CRM.
Do you require a persistent 2-way sync?
No. Databook pulls only the data needed for workflows. Write-back is optional and customer-controlled.
Do you support zero-copy access via Salesforce Data Cloud?
Yes-Databook can support secure, zero-copy access depending on your Salesforce Data Cloud configuration.
Can Databook sync data back into our CRM?
Yes. Customers can enable selective write-back for fields or insights, aligned to governance policies.
How long does integration take? Who's involved?
Most customers complete setup quickly. Sales Ops or RevOps partners with Databook's onboarding team for configuration.
How are accounts matched?
Databook matches accounts based on DUNS IDs, with additional checks to verify the match.
Can two people follow the same account if there's one owner?
Yes. Multiple users can follow the same account in Databook regardless of CRM ownership.
What security measures protect our CRM data?
CRM data is encrypted in transit and at rest, access-controlled, audited, and only used within the permissions you define.