Salesforce IntegrationTurn visitor and company signals into Salesforce workflows.
Lumitra connects visitor activity, company intelligence, and GTM Agent actions with Salesforce — so your team can create, update, enrich, and act on GTM records with full context.
Your reps get the full visitor story, enriched company context, and agent-drafted actions — before the first outreach.
What Lumitra sends to Salesforce.
Visitor Intelligence, Company Intelligence, and GTM Agent actions flow directly into Salesforce — so your team works with full context from the start.
Session narratives in contact records
Every visitor session becomes a structured narrative with page views, engagement patterns, and buying signals — attached directly to Salesforce contacts.
Account enrichment and record creation
Lumitra discovers contacts, enriches account records, and creates or updates Salesforce accounts with validated data — checking for existing records first.
Buying and intent signals
Pricing page returns, multi-session progressions, and high-engagement patterns surface as activities and custom fields in Salesforce.
Event-driven workflow triggers
GTM Agents fire when revenue events happen — visitor returns, opportunity changes, account signals — and push context-rich actions into Salesforce.
Contact discovery and matching
Lumitra finds and validates contacts matching your ICP, checks Salesforce for existing records, and creates new contacts only when they don't already exist.
Full visitor timeline
Anonymous and known sessions stitch into a single visitor timeline. When identity resolves, the complete journey attaches to the Salesforce contact.
Example workflows.
Signals from your website, CRM, and product trigger context-rich actions in Salesforce — automatically.
High-intent visitor returns to pricing after viewing case study
Full session history, account enrichment, contact match, campaign source, engagement score
Create or update Salesforce lead with session narrative, set lead status, notify the assigned owner
Opportunity moves to Closed Won in Salesforce
Complete visitor journey, buying signals, key contacts, conversion path, account history
Generate CS handoff notes, update account fields, create onboarding task for the CSM
Customer visits billing and cancellation pages
Usage trend, renewal timing, recent support activity, account health indicators
Create churn risk task in Salesforce, update contact fields, alert the account owner
Team uploads target account list for outbound
Existence checks, contact discovery, enrichment, validation, deduplication results
Create validated accounts and contacts in Salesforce with full enrichment — skipping duplicates automatically
Control is not optional.
Everything Lumitra does in Salesforce is validated, logged, and reversible.
Approval gates
Add approval gates where needed. Safe actions run automatically; sensitive writes to Salesforce pause for review.
Validation before every write
Lumitra checks for existing records, validates fields, and logs every action before anything touches Salesforce.
Full audit trails
Every create, update, skip, and enrichment is logged with timestamps, source data, and reasoning.
Connect Lumitra to Salesforce.
Drop one script tag. Connect Salesforce in 2 minutes. Visitor Intelligence, Company Intelligence, and GTM Agents start working immediately.