Automatically update all company records in your HubSpot every day.
Manually updating data within your CRM can be a time-consuming task. With the introduction of our new HubSpot Enrich feature, this process is fully automated and we will update all your company records daily.
This enables:
Up-to-date data daily: Every company record where we have a matching website is enriched overnight with key data including headcount, turnover, industries, signals, head office address and fundraising totals
Consistency across all records: No more outdated or incomplete data, you'll have reliable data ready for you to use.
Save time: No more manual data management letting you focus on your most important tasks
Powerful insights: Use enriched data to automate lead scoring, track client changes and uncover new trends
How to set it up
Connecting your account
Go to the settings menu drop down and there is a new option for integrations or head straight to the integrations page here.
Selecting this will take you to the integrations page where you can connect your HubSpot account. Connecting your account will involve signing into your HubSpot, confirming that you are happy to use the integration and installing the Beauhurst integration app.
This will only need to be done once to set up the connection between Beauhurst and HubSpot.
💡 You will need to be a HubSpot admin to install the Beauhurst app so make sure you have the right permissions to do this
Enriching your HubSpot
On the HubSpot integration settings page there will be an option to enrich your CRM.
You will need to talk to your Account Manager to enable this feature and make sure that we find the right package to meet your needs.
Once your Account Manager has enabled the enrich feature for you, you will need to turn it on using the toggle on the integration settings page.
This will turn on the enrich feature on your account which will start the first CRM enrichment overnight. The enrich will create our Beauhurst data fields if they haven't been created already from using other integration features.
Using the data in HubSpot
Once a successful connection has been made the ‘Beauhurst data’ group of company properties will be created in your HubSpot account. This will include the following fields:
Beauhurst URL
Headcount
Turnover (GBP)
Head office location
Total funding received (GBP)
Beauhurst description
Linkedin page
Stage of evolution
Last fundraising date
Sectors
SIC codes
SME status
Legal form of entity
CHID
Date of accounts
Total grants (GBP)
Actively hiring
Reasons for tracking
Company created by Beauhurst
Buzzwords
Industries
Environmental signals
Growth signals
Innovation signals
Risk signals
Social & governance signals
Once in HubSpot you can use these data fields however best works with your work flow:
Add the new Beauhurst data to your company record pages alongside your other key company data points.
Monitor client lists to understand your client landscape.
Create dashboards to track changes in the size of companies you are interested in.
Build automated lead scoring based on the up to date data we send so that you can prioritise your accounts based on key metrics such as headcount, fundraisings and turnover.
How the Enrich works
We use the domain of the companies in your HubSpot to match and sync to our Beauhurst data.
Only the Beauhurst data properties will be updated through the integration - it won’t interfere with your other data fields.
We will only update company records in your HubSpot account and will not create any new company records.
Each company that is updated in your CRM is counted as an integration credit. You will be able to see your current credit balance on the integration settings page. If you have used all of your integration credits, speak to your Account Manager who can increase your integration package for you.
Ready to get started? Contact your Account Manager here
FAQs
What is data enrichment?
Data enrichment is updating key supporting data on your records in your CRM. This isn’t creating new records but is enhancing the data on companies you already have to make sure the data you are working with a accurate, relevant and up to date.
It doesn’t matter where the companies are from, it could be your client lists, inbound leads or created from your own research, our data will be added and updated across all of these daily.
What is an integration credit?
Each integration credit counts as a company record that has been updated in your CRM. This can be through enriching your CRM and so every company where we have a matching website will be updated, or through syncing your company collections. If a company has been sent through a collection sync and you have enrich turned on, we will count this as one credit as this would be the same company record in your CRM we are updating daily.
How does this work with syncing my company collections?
Our enrich feature works by updating our Beauhurst data points on all company records in your CRM where we have a matching website.
Our collection syncing feature works through you choosing which company collections you want to sync across to your CRM. Any new companies that are added to the collection either manually or through auto add will be updated in your CRM in the next sync. We will update the Beauhurst collections field with the name of the collection for those synced companies.
These two features can work together or individually depending on your use case. The enrich feature brings the value of having updated data across your whole CRM and the collection syncing feature helps identify new opportunities and classifies companies of interest from the Beauhurst platform.