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SyncGTM PlatformCore Features

Features

The building blocks. Everything else in SyncGTM — every enrichment, every integration, every workflow — is assembled from the pages below.

Read them in order the first time. Each one is the prerequisite for the next.


In build order

#PageWhat it covers
1WorkspaceWhere tables, team, and settings live
2TableRows, columns, views, dynamic variables, and how data flows
3ActionsAdd an action column, run it manually, on a schedule, or conditionally
4EnrichmentsFill columns on rows you already have — person, company, signals, research
5Lead sourcingGet leads in — CSV, CRM, databases, webhooks
6Web ScrapersCreate rows from sites, directories, social platforms, and maps
7Exporting LeadsPush results out to a CRM, a sequencer, or a file
8AI AgentsResearch agents that read pages, summarize, compare, and score
9FormulaScore, flag, clean and combine columns for free
10Conditional FormulaRun a column only on the rows that qualify
11Lead SourcingEvery action that creates rows — search, scrape, webhooks, HTTP, RSS
12API KeyManaged keys, or bring your own to skip credit charges
13CreditsWhat each run costs, and how to sequence cheap → expensive

Rows in, columns filled

Two of these do different jobs that are easy to confuse:

  • Lead Sourcing actions and Web Scrapers create rows. They are how leads and accounts arrive in a table.
  • Actions fill columns on rows that already exist. That is what enrichment is.

Get that distinction right and the rest of the product follows.


Common use cases

  • Build a list from nothing — scrape or import rows, enrich them, export to a sequencer
  • Enrich a CRM or Apollo export you already have — fill the missing emails, phones, headcount and funding
  • Watch a signal and act on it — hiring, funding, job change, tech-stack change
  • Research accounts at scale with an AI agent instead of thirty browser tabs
  • Score a raw list down to the accounts actually worth working
  • Push a finished list into HubSpot, Salesforce, Instantly or Smartlead

Best practices

  • Build left to right: rows first, cheap columns next, expensive ones last
  • Test one row before running a column — every action, every time
  • Gate expensive columns with a conditional formula so they only run on rows that qualify
  • Do scoring, cleaning and flagging in formula columns — they are free and recompute when inputs change
  • Bring your own API key for any provider you already pay for and skip the credit charge
  • Start from a template  when one exists instead of rebuilding the same table

Where to next

  • Sync Agent — describe a workflow in plain English and it sets up the columns and actions above for you
  • Enrichments — what you can fill in, and what it costs
  • Integrations — connect your CRM, sequencer, workspace, and AI providers
  • Templates  — clone a table that already works instead of building from empty
  • Courses — put the blocks together into a working workflow