How to connect

  • In Gtmhub, navigate to Setup > Data Sources screen

  • Click the Add new data source button

  • From the Choose a connector dialog, select the Sales tab and then Salesforce

Gtmhub connects to using OAuth 2.0 authentication and authorization protocol. By creating a connection you will grant Gtmhub offline access to your data. To create a connection click on the Insights drop down menu > Insights > Install from gallery button > choose Salesforce. Then fill in your Organization ID and click Authenticate.

You can authorise Gtmhub to access to your data.

Once you complete this step you will be able to either select the entities you want to sync or install the Gtmhub insight presets for For more information on the insight presets read: insights.

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