Getting started
Getting started
Set up your GTM Engine account, connect your CRM, and run your first workflow.
GTM Engine is an AI-powered revenue intelligence platform. It connects to your CRM and communication tools and gives sales teams actionable insights, automates data hygiene, forecasts revenue, and runs custom workflows and agents over your pipeline.
This section walks new users through the first hour with the product.
Where to start
- Platform overview — what GTM Engine does, who it's for, and how the pieces fit together.
- Sign up and onboard — create your organization, complete onboarding, and understand the Free vs paid plans.
- Connect your CRM — link HubSpot, Salesforce, or use the built-in GTM Engine CRM, then map fields.
- Build your first workflow — open the Workflow Builder, add tasks, run it from a record, and read the results.
- Build your first agent — create a Genie agent, give it tools, and call it from a workflow or from chat.
If you've already onboarded, skip ahead to Concepts for how workflows, agents, triggers, tasks, and variables fit together, or to the Task reference for every workflow building block.