Salesforce data integration enhancements
We’ve strengthened our Salesforce integration — unlocking richer, CRM-connected insights and more personalized AI-driven workflows.
What's new?
We’ve enhanced the Salesforce integration for DatabookAI. It now provides a more robust and secure way to sync Salesforce data to Databook—unlocking tailored insights and agentic workflows. Databook’s Salesforce integration is a secure and configurable way to sync data between your Salesforce instance and the Databook application.
Why it matters
DatabookAI becomes even more powerful when it’s connected to live CRM data. By syncing selected fields from Salesforce (such as accounts, opportunities, and stages), GTM teams can generate highly personalized outputs—like fully automated account plans, whitespace recommendations, and deal acceleration insights. This enables smarter execution, ensures content is tied to what the team is actually working on, and reduces manual data entry. For sales leaders and RevOps, it means higher productivity, greater pipeline impact, and stronger alignment between AI-driven workflows and strategic GTM goals. Over time, this will also support closed-loop performance measurement—further improving outcomes.
How to access
General availability for all DatabookAI users (setup requires initial engineering support; self-service version coming soon).
