CRM integration
Intakra + Salesforce
Connect Salesforce over OAuth. When a heads-up is worth a call, one click pushes it into your system of record: the account, the headline, one line on what it usually means, links to each source, and the rough time frame. RevOps can trace every push back to the sources behind it.
Each push shows what we found, when, and where, with no black-box intent score to defend.
Intakra pushes to the account. It does not create contacts or leads.
An OAuth connection you control; nothing is written until someone pushes a heads-up.
Setup
- 01In Settings, connect Salesforce and authorize over OAuth.
- 02Optionally import existing Salesforce accounts into your watched accounts.
- 03When a heads-up is worth a call, click Push to CRM.
Included on every plan.
Questions
Is the connection secure and revocable?
Yes. It is an OAuth connection scoped to what you authorize, and you can disconnect it from Settings at any time.
How is this different from an intent vendor's Salesforce sync?
Intakra pushes dated public sources with a link on each, tied to a named kind of project and a rough time frame, not an anonymous topic score. Anyone in RevOps can check why a heads-up exists.