# TrailSpark Documentation > Technical documentation for TrailSpark: AI lead scoring for B2B SaaS. Covers setup, signal capture, webhooks, API reference, and integration cookbooks. For product positioning and marketing content, see https://www.trailspark.ai/llms.txt. Source: https://docs.trailspark.ai/ ## Getting Started Create your account and set up your organization - [Creating Your Account](https://docs.trailspark.ai/docs/creating-account): Learn how to create your TrailSpark account, set a secure password, and accept team invitations to get started with lead scoring. - [Creating an Organization](https://docs.trailspark.ai/docs/creating-organization): Set up a TrailSpark organization workspace with a custom subdomain, team settings, and isolated data for your lead scoring needs. - [Switching Between Organizations](https://docs.trailspark.ai/docs/switching-organizations): Switch between TrailSpark organizations using the header dropdown. Manage multiple workspaces with separate data and permissions. - [Understanding User Roles](https://docs.trailspark.ai/docs/understanding-user-roles): Understand TrailSpark's four user roles: Owner, Admin, Editor, and Viewer. Learn permissions, role assignment, and ownership transfer. ## Team Management Manage users and organization settings - [Inviting Team Members](https://docs.trailspark.ai/docs/inviting-users): Invite team members to your TrailSpark workspace by email, manage pending invitations, and troubleshoot common issues. - [Managing Team Members](https://docs.trailspark.ai/docs/managing-team-members): View team members, change user roles, remove members, and transfer organization ownership in TrailSpark. - [Configuring Site Settings](https://docs.trailspark.ai/docs/site-settings): Configure TrailSpark lead scoring settings including signal requirements, lookback period, confidence thresholds, and cooldown rules. ## CRM Integration Connect and configure your CRM systems - [CRM Integration Overview](https://docs.trailspark.ai/docs/crm-integration-overview): Learn about TrailSpark's CRM integrations with Salesforce, HubSpot, and Airtable. Connect your CRM to sync leads, contacts, and accounts bi-directionally. - [Connecting Salesforce](https://docs.trailspark.ai/docs/connecting-salesforce): Step-by-step guide to connect Salesforce to TrailSpark using OAuth 2.0 with PKCE. Create a Connected App and authorize the integration. - [Connecting HubSpot](https://docs.trailspark.ai/docs/connecting-hubspot): Connect HubSpot to TrailSpark with one-click OAuth 2.0 authorization. Sync contacts, companies, deals, and engagement signals automatically. - [Configuring Field Mapping](https://docs.trailspark.ai/docs/field-mapping): Configure CRM field mapping in TrailSpark to map Salesforce, HubSpot, and Airtable fields for lead scoring, ICP matching, and evaluation results. - [Connecting Airtable](https://docs.trailspark.ai/docs/connecting-airtable): Connect Airtable to TrailSpark as a CRM. Map your Contacts, Companies, and Deals tables with configurable field names for lead scoring and ICP analysis. ## ICP Creation Build your Ideal Customer Profile - [ICP Wizard Overview](https://docs.trailspark.ai/docs/icp-overview): Learn how TrailSpark's ICP Wizard builds lead scoring models using three methods: SparkSense Agent, Upload & Analyze, and Describe Manually. - [SparkSense Agent Mode](https://docs.trailspark.ai/docs/icp-sparksense-mode): Use SparkSense Agent to auto-generate an ICP from your CRM data. Connects to Salesforce or HubSpot and uses AI to identify winning patterns. - [Upload & Analyze Mode](https://docs.trailspark.ai/docs/icp-upload-mode): Create an ICP by uploading account and opportunity CSVs. Map columns, add contact and signal descriptions, then generate a scoring model. - [Describe Manually Mode](https://docs.trailspark.ai/docs/icp-manual-mode): Build an ICP from free-text descriptions without data uploads or CRM integration. Ideal for early-stage teams or new market entry. ## Signal Management Configure signal mapping and processing - [How Identity Resolution Works](https://docs.trailspark.ai/docs/identity-resolution): Learn how TrailSpark resolves anonymous visitors to known leads using identity resolution, cold storage rehydration, and cross-device stitching. - [Understanding Signals](https://docs.trailspark.ai/docs/signals-overview): Understand the TrailSpark signal pipeline, supported signal sources like Segment and HubSpot, signal types, processing states, and plan limits. - [Understanding Signal Groups](https://docs.trailspark.ai/docs/signal-groups): Learn how TrailSpark automatically groups similar staged signals by source, event type, and content to help you create mapping rules efficiently. - [Creating Signal Mapping Rules](https://docs.trailspark.ai/docs/creating-signal-mapping): Step-by-step guide to creating signal mapping rules in TrailSpark, including naming, lead identification, matching conditions, and troubleshooting. - [Editing Signal Mapping Rules](https://docs.trailspark.ai/docs/editing-signal-mapping): Learn how to edit, reprocess, and delete signal mapping rules in TrailSpark, including the impact of changes on existing and future signals. - [Using the Signal Explorer](https://docs.trailspark.ai/docs/signal-explorer): Use the TrailSpark Signal Explorer to monitor signal processing, view statistics, trigger manual processing, and troubleshoot common errors. - [Signal Archiving](https://docs.trailspark.ai/docs/signal-archiving): Understand TrailSpark signal archiving, retention policies, what data is preserved after archival, and how to retrieve archived signals from S3. ## Destinations & Rules Configure destinations and evaluation rules - [Destinations Overview](https://docs.trailspark.ai/docs/destinations-overview): Learn how TrailSpark destinations push lead scores, AI reasoning, and evaluation dates to Salesforce, HubSpot, Airtable, and other platforms. - [Salesforce Destination](https://docs.trailspark.ai/docs/salesforce-destination): Set up the Salesforce destination in TrailSpark to write lead scores, AI reasoning, and propensity ratings back to Salesforce objects. - [HubSpot Destination](https://docs.trailspark.ai/docs/hubspot-destination): Configure the HubSpot destination in TrailSpark to push lead scores, evaluation reasoning, and company propensity to HubSpot properties. - [Creating Evaluation Rules](https://docs.trailspark.ai/docs/evaluation-rules): Create evaluation rules in TrailSpark to filter which leads are scored. Set conditions based on CRM fields, product data, and custom criteria. - [Airtable Destination](https://docs.trailspark.ai/docs/airtable-destination): Configure the Airtable destination in TrailSpark to push lead scores, evaluation reasoning, and company propensity back to your Airtable base. ## Webhooks & API Set up webhooks and API access for signal ingestion - [Managing API Keys](https://docs.trailspark.ai/docs/api-keys): Learn how to create, manage, and secure TrailSpark API keys for webhook signal ingestion and product org updates. - [Configuring Webhooks](https://docs.trailspark.ai/docs/webhook-configuration): Configure TrailSpark webhook endpoints for signal ingestion including universal, source-specific, batch, and bulk formats. - [Webhook Payload Format](https://docs.trailspark.ai/docs/webhook-payload-format): Reference guide for TrailSpark webhook payload structure including identifying fields, properties, and signal mapping examples. - [Product Org Updates](https://docs.trailspark.ai/docs/product-org-updates): Send product workspace data to TrailSpark via webhooks including plans, MRR, user counts, and trial status for lead scoring. - [Sending Signals from Marketo](https://docs.trailspark.ai/docs/marketo-webhook-setup): Step-by-step guide to send Marketo activity data to TrailSpark using webhooks and Smart Campaign flow steps for lead scoring. - [Sending Signals from Segment](https://docs.trailspark.ai/docs/segment-webhook-setup): Set up Segment to send events to TrailSpark using the Webhooks (Actions) destination with event filtering and identity resolution. - [JavaScript Tracking](https://docs.trailspark.ai/docs/javascript-tracking): Add lightweight JavaScript event tracking to your website with TrailSpark's tracking script for page views, form submissions, and identity resolution. - [Syncing Product Orgs from a CDP](https://docs.trailspark.ai/docs/cdp-product-org-setup): Sync product org data to TrailSpark from Segment, Rudderstack, or Hightouch using webhooks for account-level lead scoring. ## Monitoring & Feedback Track usage and provide feedback to improve evaluation accuracy - [Understanding Usage Tracking](https://docs.trailspark.ai/docs/usage-tracking): Track signal, evaluation, model, lead, and refinement usage against your TrailSpark plan limits with color-coded meters and overage alerts. - [Providing Evaluation Feedback](https://docs.trailspark.ai/docs/evaluation-feedback): Submit lead scoring feedback in TrailSpark to correct AI evaluations and improve future scoring accuracy through model refinement. - [Model Refinement Process](https://docs.trailspark.ai/docs/model-refinement): Refine your TrailSpark scoring model using accumulated feedback to improve lead evaluation accuracy with preview and test capabilities. ## Billing & Plans Manage your subscription and billing - [Plans and Pricing](https://docs.trailspark.ai/docs/plans-overview): Compare TrailSpark plan tiers, usage limits, billing intervals, and overage policies to choose the right plan for your team. - [Upgrading Your Plan](https://docs.trailspark.ai/docs/upgrading-plans): Learn how to upgrade, downgrade, or switch billing intervals in TrailSpark, including proration details and permissions. - [Managing Billing](https://docs.trailspark.ai/docs/billing-management): Manage TrailSpark invoices, payment methods, usage overages, and subscription cancellations from the billing settings page.