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How do I connect SignalRx to my sales engagement tool?

Let scores and plays drive Outreach, Salesloft, HubSpot, Pardot, or Marketo through Salesforce.

min read

Connect SignalRx to your sales engagement tool through Salesforce, so a Revenue Play's campaign membership or a score field drives enrollment into Outreach, Salesloft, HubSpot, Pardot, or Marketo, and the right people get the right sequence automatically. Salesforce is the hub; your sequence tool is the sender.

This guide covers wiring your sending tool to SignalRx through native Salesforce fields and campaigns, so the audience is defined by healthcare fit and the tool only sends.

Why route through Salesforce?

Because the scores, plays, and campaign membership already live there, computed from multi-source enrichment, registries plus web, social, reviews, and your own data. When your sequence tool enrolls from a Salesforce field or campaign, you get one source of truth and no separate list to maintain in the sending tool.

How does enrollment work?

When an account enters a play, its contact joins the play's campaign and is marked on a native field in Salesforce. Your sequence tool watches that campaign or field and enrolls the contact, so the trigger and the audience come from SignalRx and the sending happens where your reps already work. Because membership drops off when a record stops qualifying, a clinic that leaves a segment after a DSO rebrand also leaves the sequence. The audience is trustworthy because of what defines it: SignalRx scores both accounts and contacts by weighing public healthcare data against your own internal signals of revenue, support, and product usage tracked over time, lets inference decide which source to trust, and fills sparse records across sources first so a thin account can still qualify rather than being skipped. Those Fit and Health scores, segments, and tags become Revenue Plays and list views on native Salesforce fields, which is what your sending tool reads.

Which tools are supported?

Tool	Enrolls from
Outreach and Salesloft	Salesforce campaign or field membership
HubSpot	Salesforce sync of the membership field
Pardot and Marketo	Campaign membership and score fields

SignalRx handles the wiring, and the plays in cross-sell at day 30 and win back lost deals use exactly this connection.

Key takeaways

Drive sequences from Salesforce fields and campaigns, not a separate list.
Enrollment flows from a play into your sending tool automatically.
Outreach, Salesloft, HubSpot, Pardot, and Marketo all work through this pattern.

See it in action: Discover High-Fit Prospects with SignalRx.

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Frequently Asked Questions

What is SignalRx?

SignalRx is customer intelligence for teams selling into healthcare. We combine your customer and product data with external research to show you which prospects to pursue, which customers can grow, and where to focus next. Everything is delivered directly in Salesforce.

How are you different from Clay, Definitive or ZoomInfo?

Clay, Definitive and ZoomInfo are data providers. SignalRx is the layer above that gives you intelligence about your prospects and customers. Unlike either, SignalRx uses your product and revenue data to characterize and monitor your prospects and customers for change. It's also tailored to your business, with a focus on things like specialization, ownership structure, number of locations, and similar signals. When sourcing new leads, SignalRx is built to find the small clinics and providers that are often hard to find. It understands parent/child ownership, MSO and DSO structures, Private Equity, and the healthcare nuances that generic data providers miss. You won't require these data subscriptions with SignalRx, it's all included.

What if our data is messy or incomplete?

That's normal. You don't need to clean everything up before getting started. SignalRx brings together the data you already have, resolves incomplete records and parent/child relationships, and fills in what's missing. Our team maps your Salesforce fields directly into SignalRx, and imports product and revenue data as available into our standardized data model that's fast and efficient in characterizing your customers. What you get back are clean, enriched Salesforce records tagged with company, product, and signal intelligence. Everything is written to the SignalRx managed package, so we don't overwrite your existing data. Most customers are live in under 30 days.

How do you handle data security and privacy?

SignalRx connects to your Salesforce with scoped access. Customer data is not used to train third-party AI models, and AI providers process it under zero-retention (ZDR) agreements or similar. SignalRx is operated by GoodWork Technologies, Inc. SOC 2 Type 2 certification is in process, with completion expected early Q1 2027.

How does pricing work?

Pricing includes a platform fee plus usage. Usage is not token based, rather billed per contact successfully processed. There are no separate data subscriptions or enrichment tools to manage. We handle the research, enrichment, scoring, and delivery into Salesforce. You won't require seats or user accounts, your admins will have access to SignalRx, everyone else works from Salesforce directly (unlimited usage). Many of our customers offset the cost of SignalRx by replacing ZoomInfo and similar subscriptions they no longer need. We start with a limited scope so you can prove value before expanding.

Features

Enrichment & Lead Scoring

Customer Health & Expansion

Prospect & List Sourcing

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