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Gather brings activity from your connected tools into a workspace where you can review signals, test rules and send approved results to your CRM. A signal is an observed event with a source and timestamp. A rule match shows how an account’s evidence meets your configured criteria. Use the evidence behind a result to decide what deserves attention. Available sources and actions depend on the connections and permissions enabled for your workspace. Start with the quickstart, review workspace access, read about trial availability, or find help in support.

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A useful first workflow

  1. Connect a source you are authorized to use.
  2. Review the imported records and their company associations.
  3. Configure a focused rule and preview its results.
  4. Publish the reviewed definition.
  5. Test and enable a narrowly scoped CRM workflow.
Keep the source, rule version and supporting evidence available when reviewing a result. You can refine the criteria as you learn which matches help your team.