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Salesforce integration

Connect interactive demo engagement to Salesforce

Connect identified demo and hub engagement with authorized Leads, Contacts, Accounts, and Opportunities so your team can review product activity in its CRM.

Why it matters

A clearer product journey for every team

Match the viewer

Use lead forms or personalized share-link context to connect engagement with the right buyer record.

Sync useful signals

Sync completion, time spent, CTA activity, source, and repeat engagement to authorized CRM records.

Review inside the CRM

Use Demo Data and Hub Data in Salesforce reports and dashboards alongside your existing records.

01

Relate product engagement to your existing CRM records

X-Motion is designed to keep product-interest context close to the buyer and deal records already used by marketing, sales, and RevOps.

  • Connect engagement with Leads and Contacts when a viewer is identified.
  • Roll buying context up to Accounts and active Opportunities.
  • Keep source and UTM attribution alongside session activity.
02

Prioritize signals that explain intent

A view count only tells part of the story. Review which steps visitors explored and which actions they chose.

  • Completion and watch depth show how far a buyer explored.
  • CTA clicks reveal an explicit next-step action.
  • Time spent and repeat sessions help distinguish passing traffic from active evaluation.
03

Give your team clear inputs for reporting

Provisioned X-Motion Demo Data and Hub Data can support Salesforce reports and Flows without forcing sellers to work in a separate analytics tool.

  • Build reports around demo and hub engagement fields.
  • Review engagement in the Salesforce tools configured by your team.
  • Keep the CRM as the operating context for the revenue team.

Frequently asked questions

Answers for your team

Which Salesforce objects can X-Motion support?

X-Motion is designed to connect buying signals with Salesforce Leads, Contacts, Accounts, and Opportunities.

Which demo signals can be sent to Salesforce?

Signals can include viewer identity, source, UTM attribution, completion, watch depth, time spent, CTA clicks, and repeat engagement.

How does X-Motion identify a viewer?

Viewer identity can come from lead forms or personalized share-link context, then be associated with the engagement session and relevant CRM record.

Does X-Motion replace Salesforce?

No. X-Motion adds product-engagement context to the Salesforce records and workflows revenue teams already use.

Turn the next product view into a useful signal

Start with the Free plan, publish your first experience, and connect your content and analytics when your team is ready.

Get started free