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SyncGTM PlatformCore FeaturesWorkspace

Workspaces

Workspaces are where your automation actions, tables, and data lives.

Each workspace in Sync GTM can have a single table. Each table acts as the central hub for finding leads, enriching, personalizing, exporting data — all without code.

Video guide

Creating your first Workspace: Step by step guide

  1. Click on New in the top-right corner of your dashboard to create a blank workspace
    Or choose Import Template to start with a pre-built one
  2. Enter a name for your workspace
  3. Click Create Workspace to finish

That’s it — you’re ready to start building your automation!

Common use cases

  • One workspace per campaign or list, so runs and spend stay separate
  • One workspace per client or brand if you run outbound for other people
  • A scratch workspace for testing a workflow on 20 rows before you build the real one
  • A long-running workspace fed by a webhook — inbound signups, form fills, CRM updates

Best practices

  • Name the workspace after the outcome (“Series A CTOs — Q3”), not the source you pulled from
  • Each workspace holds a single table, so split unrelated workflows into their own workspaces instead of widening one table
  • Import a template workspace for a workflow you run repeatedly rather than rebuilding it
  • Keep the raw imported data in the first columns and never overwrite it — every action downstream reads from it

Upcoming updates

We’re soon adding ability to:

  • Create multiple tables per Workspace
  • Invite teams to Workspace
  • Create Workspace via API and Triggers
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