Help Center
Find guides, tutorials, and answers to get the most out of Salesmotion.
Integrations
API Reference
Complete endpoint reference for the Salesmotion REST API — accounts, companies, contacts, signals, usage, and feedback.
Building Internal AI Agents with Salesmotion Data
Learn how to use Salesmotion's data platform to power internal AI agents for sales enablement, account research, account planning, and more.
Connecting HubSpot
Install Salesmotion in HubSpot in about five minutes: every matched company gets the Salesmotion score, buying signals, What You Need to Know, why now / why change / why you and point of view as native HubSpot properties, plus a Salesmotion tab on the record.
Connecting Salesforce and CRM Integrations
Learn how to connect Salesforce to Salesmotion and discover what other integrations are available, including HubSpot, Salesloft, and Outreach.
Connecting Salesmotion MCP to a Company Claude Deployment
For admins and IT: how to roll out the Salesmotion connector across a managed Claude workspace, what your security team needs to know, and how to handle restricted network environments.
Install the /salesmotion Skill in Claude
Download or clone the Salesmotion Claude Skill so the twelve sales workflows run from the slash menu — /salesmotion account plan for Honeywell — in claude.ai, Claude Desktop, Claude Code, and other agents.
MCP Integration — Connect AI Assistants to Salesmotion
Set up the Salesmotion MCP server to give Claude, Copilot, and other MCP-compatible assistants direct access to your account intelligence, signals, contacts, and the twelve built-in sales skills.
Salesforce Integration — Package Setup and Configuration
Learn how to install the Salesmotion managed package in Salesforce, configure the integration user, and set up one-way or bi-directional sync for enterprise-grade account intelligence.
Salesforce Sync: Duplicate Domains, Tiers, and Filtering
How Salesmotion matches accounts to Salesforce records, what happens when several Salesforce accounts share a domain, and how to scope which accounts sync.
Salesmotion API
Learn how to use the Salesmotion API to access account intelligence, signals, contacts, and scores programmatically — and integrate with any tool in your stack.
The Salesmotion Account Card in Claude
How to open the interactive account card inside Claude, what each tab shows, how the follow-up buttons work, and what to do when a company name is ambiguous.
Using Salesmotion Skills in Claude
The twelve guided sales workflows built into the Salesmotion MCP connector — account plans, briefs, value pyramids, MEDDIC, stakeholder maps, meeting prep, outreach, and territory reviews — and how to run them from plain text.