Partners & Integrations

Every signal in. Every answer out.

Connect your CRM, customer interactions, and third-party signals and see a complete revenue picture wherever your team works.

Trusted by sales leaders at NVIDIA, OpenAI, Red Hat, HPE, Zscaler, and Rubrik - and 100,000+ sellers daily.

Backstory is an important tool for sales moving forward. Information lives in many places, meeting transcripts, emails, etc. Having information in one place via AI will be a game changer.
Quiara Neam
Account Manager
AMD
For a company our size, multiply those time savings across every rep and manager globally - Backstory basically pays for itself before you even count the deals caught earlier.
Reagan Lucas
Sales Process Coach
OpenAI
Red Hat
Visibility into activity, pipeline, and execution fuels better decisions, faster corrections, and more predictable outcomes - without requiring reps to change their workflow.
Andrew Brown
Senior Vice President and Chief Revenue Officer
Zscaler
Elastic
Cyberark
Five9
With Backstory, we removed the guesswork from our sales process. The data is clean, insights are actionable, and our team finally has a shared view of every deal in pipeline.
Esther Friend
Former VP of Sales Efficiency and Transformation
Seismic
If reps aren't in a multi-threaded deal, Backstory flags it. That lets us act fast - asking who we need to get in front of before the gap becomes the reason we lost the deal.
Toby Carrington
Chief Business Officer
Pluralsight
With Backstory, you see if reps are single-threaded and the quality of their interactions. It's one thing to diagnose a pipeline problem. Backstory helps you actually fix it.
Mitch Beck
Head of Digital Sales at Pluralsight
TTEC
We started thinking about automation and deal tracking. We quickly learned Backstory supports the entire revenue cycle. That shift - and that partnership - changed how we sell.
Jonathan Gray
Senior VP at TTEC
Hexagon
With Backstory, we can see what's actually happening in the field - and we know exactly what to work on, whether that's coverage gaps or finding the right people for key roles.
Eric Chapman
Vice President Sales Operations and Enablement
Ping Identity
What matters is adoption, enforceability, and CRM compliance. Backstory integrated in a few clicks and guarantees high usage of our chosen sales methodology. Simple as that.
Spencer Hodson
Vice President of Global Sales Operations and Development
Lily.ai
When you step into a new leadership role, you wonder if you can trust the existing data. Because of Backstory, I know I can - and I run my entire sales org confidently off it.
Julian Dimery
Sr. Director of Sales
Forcepoint
Every customer-facing activity is captured in Salesforce automatically - contact created, tied to the right opportunity, no extra effort from the team. CRM hygiene solved.
Clark Green
VP, Global Revenue Operations
Dataiku

Strategic Partners

We’ve partnered with leading ISV and solution vendors to create compelling integrated solutions for our mutual customers, and coupled those solutions with joint go-to-market programs.

Microsoft
Microsoft

insightsEnhance seller execution with Backstory and Microsoft. By populating AI-driven insights directly in the apps where sellers already work, sales teams can increase productivity, tighten deal execution, and drive more opportunities to close.

Salesforce
Salesforce

Use Backstory to enhance Salesforce with automated activity and contact creation, providing unique insights for team performance and deal rooms — and making your sellers more productive

Oracle
Oracle

Backstory augments Oracle Fusion Sales by increasing sales productivity and driving great GTM success by automating data capture and providing unique insights into you customer-facing activities

Zoominfo
ZoomInfo

With Backstory Relationship Maps and ZoomInfo’s data, joint customers can visualize the engagement of complex buying groups, identify missing stakeholders, and search for new contacts—directly in your existing workflow.

Zoom
Zoom

Combine conversation intelligence and AI-based engagement insights into a single, holistic view – empowering GTM teams to understand insights for all digital touchpoints.

Go-To-Market Partners

Winning By Design
Winning by Design

Backstory and Winning by Design partner to bring proven sales methodologies to life by embedding frameworks into daily workflows and automating qualification based on real buyer activity. This enables consistent execution, sharper pipeline focus, and less time spent on low-value deals.

Motiv
Motiv

Together Backstory and Motiv provide your sales team with AI-driven insights fueled by automated data capture from all sources within your Oracle CRM, allowing prioritization and engagement of the right customers at the right time.

Sales MEDDIC
Sales MEDDIC Group (SMG)

SMG teaches the methodology. Backstory operationalizes it. Together, we close the gap between what reps learn in a workshop and what actually shows up in your CRM. Sales leaders get a consistent, enforceable view of qualification across every deal.

SOAR Performance
SOAR Performance Group

SOAR’s partnership with Backstory accelerates results through the development and execution of sales, customer success, and go to market strategies.

Browse All Integrations

Microsoft
Microsoft
Native
Partner

Enhance seller execution with Backstory and Microsoft. By populating AI-driven insights directly in the apps where sellers already work, sales teams can increase productivity, tighten deal execution, and drive more opportunities to close.

Salesforce
Salesforce
Native
Partner

Use Backstory to enhance Salesforce with automated activity and contact creation, providing unique insights for team performance and deal rooms — and making your sellers more productive

6sense
6sense
CRM
Partner

Take your pipeline generation to the next level by combining Backstory customer engagement scores with intent scores to prioritize account-based marketing campaigns

Oracle
Oracle
Native
Partner

Backstory augments Oracle Fusion Sales by increasing sales productivity and driving great GTM success by automating data capture and providing unique insights into you customer-facing activities

Zoominfo
ZoomInfo
Partner

With Backstory Relationship Maps and ZoomInfo’s data, joint customers can visualize the engagement of complex buying groups, identify missing stakeholders, and search for new contacts—directly in your existing workflow.

Zoom
Zoom
Native
Partner

Combine conversation intelligence and AI-based engagement insights into a single, holistic view – empowering GTM teams to understand insights for all digital touchpoints.

People.ai Bot for Slack
People.ai Bot for Slack
Native
Partner

Never miss a beat with automated notifications on customer engagements in the tool you already use (and love!) – Slack

Webex
Webex
Native

Automatically capture Webex meetings with Backstory for productivity gains and deep conversation intelligence insights. Empower teams to analyze meetings, upskill sales reps, and expedite onboarding with AI-powered insights directly within your workflows.

Oracle Eloqua
Oracle Eloqua
CRM

Use Backstory intelligence to generate contacts and provide necessary information for targeting by Oracle Eloqua Marketing Automation

Gmail
Gmail
Native
Partner

Automatically capture emails, participants, and contact information for all your customer accounts directly into your CRM

Google Calendar
Google Calendar
Native
Partner

Collect meeting invitees’ information and time-spent with each prospect, automatically matching to records in your CRM

Microsoft 365
Microsoft 365
Native
Partner

Automatically create activities for each account and opportunity in your CRM while logging the go-to-market team’s time spent

Exchange
Exchange
Native
Partner

Connect Microsoft Exchange to capture every email and calendar event across your team automatically - no manual logging, no gaps. Works with Exchange On-Premises and Microsoft 365.

Tableau
Tableau
Native

Leverage the power of Tableau with Backstory data and pre-built dashboards for advanced business analytics

LinkedIn
LinkedIn
Native
Partner

Integrate LinkedIn InMails with ClosePlan stakeholders and automatically capture and match the activity in your CRM

Marketo
Marketo
CRM

Use Backstory intelligence to generate contacts and provide necessary information for targeting by Adobe Marketo Exchange

Outreach
Outreach
CRM

Automatically capture Outreach emails to customers, update contacts, and identify influential individuals from ClosePlan relationship maps to be targeted by Outreach campaigns

Clari
Clari
CRM

Improve Clari forecasting by integrating Backstory customer engagement scores with forecasts

Seismic
Seismic
CRM

Automatically send collateral to prospects and capture all the activities in your CRM while understanding which opportunities are influenced by which content

Demandbase
Demandbase
CRM

Use Backstory customer engagement scores to turbocharge your Demandbase account-based market campaigns

Gainsight
Gainsight

Enhance risk analysis in customer renewals by incorporating the Backstory engagement score into Gainsight

Salesloft
Drift
CRM

Using the opportunities created by Drift chatbots, leverage the power of Backstory to enrich the contacts and activities and manage the overall customer revenue process to completion

Snowflake
Snowflake
CRM

Leverage the power of Snowflake to warehouse your Backstory data and perform further business analytics

Okta
Okta
3rd-party

Single sign-on Okta Use Okta for authentication and SSO access to Backstory products and solutions

Highspot
Highspot
CRM

Send collateral to customers and prospects while automating the activity capture, accurately matched to your CRM

Boost Up
Terret
3rd-party

Enrich forecasts by including Backstory customer engagement scores with the Terret revenue forecast and activity views

GoToMeeting
GoToMeeting
3rd-party

Enable sellers to automatically update your CRM with GoToMeeting activities and links to the meetings

Microsoft Teams
Microsoft Teams
3rd-party

Automate the collection of Microsoft Teams meeting activity and the link to the meeting, which is all intelligently matched to your CRM

SendGrid
SendGrid
CRM

Sales engagement SendGrid Capture emails to accounts from Twilio SendGrid and update contacts matched to your CRM and ClosePlan relationship maps

Salesloft
Salesloft
CRM

Ensure alignment between your CRM contacts and target influential contacts from ClosePlan to Salesloft-enabled marketing campaigns

Clearbit
Clearbit
Native

Use Backstory's unique activity captures and patented opportunity-matching technology to enrich and extend Clearbit contact data

RingCentral
RingCentral
CRM

Capture customer call information automatically in your CRM

RingDNA
Revenue.io
CRM

Free your sellers by automatically capturing call information in your CRM

PowerBI
PowerBI
Native

Enable quick access to Backstory data and business analytics via pre-built PowerBI dashboards

Terminus
DemandScience
CRM

Combine Backstory customer engagement scores with DemandScience customer intent to create targeted account-based marketing campaigns

Sendboom
Sendbloom
CRM

Automate email and contact capture from Sendbloom emails, match the information to your CRM, and identify key individuals via ClosePlan

Hubspot Marketing Hub
HubSpot Marketing Hub
CRM

Leverage Backstory intelligence to generate contacts and information for targeting by HubSpot Marketing Hub

Xactly
Xactly
CRM

Include Backstory customer engagement scores with Xactly Forecasting to provide deeper insights into your forecast

Totango
Totango
CRM

Incorporate the Backstory customer engagement score in Totango to improve your understanding of customer renewal risk

DialPad
DialPad
CRM

Automatically log customer calls and time spent in your CRM

Workato
Workato
Native

Automate the delivery of Backstory contacts to your chosen marketing automation system

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See how Backstory turns activity into answers in 30 minutes.