CRM integration
Intakra + Salesforce
Connect Salesforce over OAuth and Intakra pushes in-market accounts, contacts, and cited signals into your system of record. RevOps gets an explainable, sourced trigger layer flowing into the routing and scoring they already run — every signal auditable back to its public source.
Each pushed signal shows what fired, when, and the source — no black-box intent score to defend.
Accounts, contacts, and signals map into the objects you already use for routing and prioritization.
OAuth connection you control; push only the accounts that cross the threshold you set.
Setup
- 01In Settings → Integrations, click Connect Salesforce and authorize over OAuth.
- 02Map Intakra accounts/contacts/signals to your objects and set the push threshold.
- 03Route pushed accounts through your existing assignment rules.
Included on Pro and above (Salesforce + Attio).
Questions
Is the connection secure and revocable?
Yes — it's 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 named public events with a source link on each, not an anonymous topic score. Anyone in RevOps can audit why an account surfaced.