CRM records
Bring the account, contact, activity, and outcome fields needed for your sales motion into one workflow.
Objects and fieldsSystem of recordUpdate direction
Integration planning
Connect the systems behind your sales motion
Map the records, owners, permissions, and handoffs Prospectory needs to work with your CRM, email, calendar, channels, and reporting stack.
Give every connection a clear job
Define what moves, which system owns it, who reviews it, and how your team handles exceptions before expanding the workflow.
Email and calendar
Connect supported sending and scheduling tools, then define who can send, book, and review activity.
Sender accessCalendar ownershipReply routing
Sales channels
Coordinate the channels your team selects while keeping ownership, review, timing, and stop rules visible.
Channel scopeOwner handoffsSuppression rules
Data and automation
Use supported webhooks and exports to move selected events into reporting and downstream workflows.
Event coverageExport formatFailure handling
Implementation workflow
Make every data handoff reviewable
01
Choose the records
Start with the accounts, contacts, signals, activities, and outcomes required for one sales motion.
02
Define each handoff
Name the source of truth, update direction, owner, refresh behavior, and exception path for every field.
03
Test a representative sample
Check field mapping, permissions, duplicates, opt-outs, and outcome reporting before expanding the workflow.
Data access
Choose the access your workflow needs
Start with the smallest useful scope. Confirm the available objects, fields, events, destinations, refresh behavior, and plan requirements with the Prospectory team.
Explore developer resourcesRead-only reporting access
Access supported QBO, signal, and sequence data for reporting and connected workflows.
Webhooks
Send supported Prospectory events to the systems your team uses downstream.
Supported exports
Move selected data into reporting or storage destinations included in your plan.
Access controls
Map user access, data handling, retention, and audit requirements during implementation planning.
Bring one connected sales motion to the demo
We will map the records, systems, owners, and outcomes needed to evaluate Prospectory in your environment.
Schedule a working session