Drips × Connect The Dots
Chicago build session

Salesforce plays from relationship intelligence

Pick a trigger, pull CTD data, surface it to the seller. Add a follow-up action when you are ready.

The play pattern

Every integration follows this vertical flow. Mix components below to design new plays.

Building blocks

Recommended options for Drips. Start with one item from each column; expand as plays mature.

Triggers

Salesforce

Record events that should kick off a CTD lookup.

Contact created / LinkedIn updated New profile URL in CRM. Play 1
Lead created or converted Enrich before SDR first touch.
Opp stage → Meeting / Proposal Who can reach the economic buyer?
New business Opportunity Power-map paths at logo assignment.
Account owner changed Handoff package for new AE.
ICP / tier flag on Account Strategic account activated.
External on calendar Event Quick reachability before the meeting.

CTD data

Enterprise API

/enterprise/atc-paths-api/... — one shared org key.

Global paths 1st + 2nd degree warm intros. Play 1
Reachable person Scores, path counts, target flag. Play 1
People at company Filter by title, seniority, function.
Company profile CTD score + stage by domain.
Job changes Champion moves, new hires.
Paths via connector Intro through a named exec.
NL path search “VPs of Sales at fintechs in Chicago.”

3b · Update CRM

From step 2

Persist CTD enrichment on Salesforce records (often before or alongside 3a).

Write Contact fields Path counts, scores, target-person flag. Play 1
Write Account fields Company score, path totals on strategic accounts.
Permission set FLS Grant read/edit on custom CTD fields.

3a · Surface data

Notify seller

How the AE (or manager) sees the insight outside the record.

Email account owner HTML path summary + recommendation. Play 1
Email owner + manager CC or separate leadership note.
Slack DM or channel #sales-alerts or direct message.
Microsoft Teams Same pattern for Teams-first teams.
Salesforce Task “Request intro via [connector].”
CTD app / ghost email Deep link into ask flow.

Take action

Human in the loop

After step 3a, the AE acts on the insight. Pick what fits the play.

Draft ghost email Claude pre-fill, CTD app, or ghost emails API (Play 1).
Call or text Reach the connector or target directly.
Reminder / Task Salesforce Task, calendar hold, or follow-up nudge.

Examples

Documented plays with full diagrams and deployment guides.

Play 1 · Live

Contact LinkedIn enrichment

When a Contact is created or LinkedIn URL is updated: fetch global paths and reachable-person data, write six CTD fields on the record, email the account owner with the best path, Claude draft links, and ghost-email share via CTD API from Claude.

View play diagram Step-by-step for Miller
Play 2 · Soon

Opportunity power map

Stage change → reachable executives → Slack + Tasks.

Play 3 · Soon

Job change champion alert

Scheduled scan → email owner and manager.

Play 4 · Soon

Account handoff package

Owner change → paths + company score email.