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Trailspark Documentation

Trailspark helps B2B teams connect product usage, marketing engagement, and CRM data into explainable lead and account intelligence. These docs cover everything from initial setup to mapping signals, configuring ICP scoring with SparkSense, and routing qualified leads back to your GTM tools.

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Start here

Follow these steps in order to take Trailspark from a fresh account to scored, explainable leads flowing into your CRM.

  1. Create your Trailspark account

    Sign up, set up your organization, and invite your first teammates.

  2. Connect your CRM

    Link Salesforce or HubSpot so Trailspark can read accounts, contacts, and opportunities.

  3. Build your ICP with the wizard or SparkSense

    Define what a high-fit account looks like — manually, by upload, or automatically with SparkSense.

  4. Map your behavioral signals

    Decide which product, marketing, and sales events count as buying intent.

  5. Send your first signal

    Configure a webhook (or use Segment/Marketo) and stream live events into Trailspark.

  6. Review scored leads in your GTM tools

    Route qualified accounts and explanations back into Salesforce, HubSpot, or your destination of choice.

Use these docs from your AI assistant

Add https://docs.trailspark.ai/mcp as an MCP server in Claude, Cursor, or any MCP-compatible tool. Your assistant can then search and read these docs, and see what's new, while you work. No account or key needed. Setup instructions for each tool.

Browse by category

The full Trailspark documentation, grouped by topic. Each category lists its most important pages for quick reference.

Getting Started

Create your account and set up your organization.

CRM Integration

Connect and configure your CRM systems.

3 more in this category — start with CRM Integration Overview.

Webhooks & API

Set up webhooks and API access for signal ingestion.

3 more in this category — start with Managing API Keys.

BigQuery Connector

Sync product events, users, and accounts straight from your BigQuery data warehouse.

Data Enrichment

Connect Clay and Reo.dev to fill in company details and third-party intent for accounts you already track.

1 more in this category — start with Data Enrichment Overview.

ICP Creation

Build your Ideal Customer Profile.

2 more in this category — start with ICP Overview.

Signal Management

Configure signal mapping and processing.

3 more in this category — start with How Identity Resolution Works.

Buying Groups

Define roles, track account coverage, and act on buying-group signals.

Buying Group Motions

Configure buying group motions for each go-to-market strategy.

1 more in this category — start with PLG Acquisition Motion.

Accounts & Dashboard

Your day-to-day: the dashboard, browsing accounts and leads, and reading account coverage.

3 more in this category — start with Dashboard.

Destinations & Rules

Configure destinations, Slack alerts, and per-ICP scoring rules.

2 more in this category — start with Destinations Overview.

Monitoring & Feedback

Track usage and provide feedback to improve evaluation accuracy.

Team Management

Manage users and organization settings.

Billing & Plans

Manage your subscription and billing.

Agent Access

Let AI agents read and manage your workspace with agent keys and connected agents.

Common setup tasks

Practical how-tos for the work you'll do most often when standing up Trailspark or extending an existing setup.

Looking for something specific?

Press Cmd+K to search every page.