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CRM Import User Guide

Import your CRM data to use within Beauhurst

Updated yesterday

Contents

What is CRM Import?

With the HubSpot and Salesforce integrations you can now bring key CRM data directly into Beauhurst, starting with the Company Owner field.

This allows you to:

  • Use Company ownership to power your Advanced Searches

  • Monitor client portfolios and identify new opportunities

  • Automate updates and alerts with Collections

What is the ‘Company Owner’?

The Company Owner is the individual in your CRM assigned to manage the relationship with a company. This is typically a sales rep, account manager or relationship owner. This is the only field currently imported into Beauhurst and is used to help you tailor your search results and alerts based on your CRM activity.

How to set it up

  1. Go to the Integrations Settings page

  2. Connect your HubSpot or Salesforce CRM

    • For more support on how to connect your CRM see our guides here

If you have already connected your HubSpot you will need to re-authenticate the integration to ensure we have the correct permissions for this feature.

This will need to be done by the CRM admin and will not affect your integration.


3. In the Integrations settings:

  • Navigate to the Import settings

  • Enable the toggle for importing Company Owner

  • The import can take up to 15 minutes to complete

Using Imported CRM data in Advanced Search

Client monitoring

You can now automate keeping client lists updated in Beauhurst ensuring you get all of the latest updates without needing any manual exports or imports.

  • Go to Advanced Search

  • Select your CRM in the search criteria then Company Owner

  • Search and select your name from the list

  • Search for the companies where you are the owner

  • Create a collection of these results ensuring that the auto-add option is turned on so that any new company that meets this criteria will automatically be added

  • Select the updates you are interested in and the frequency to get regular alerts on these events in your inbox

Finding new opportunities

If you have created searches for your ICP you can now add insight from your CRM to filter out any clients or active prospects to focus on new opportunities.

  • Go to Advanced Search

  • Select your CRM in the search criteria then Company Owner

  • Select members of your team to exclude companies that they own in your CRM from the search

  • Create a collection of these results ensuring that the auto-add option is turned on so that any new company that meets this criteria will automatically be added

  • Select the updates you are interested in and the frequency to get regular alerts on these events in your inbox

👋Get in touch with the team

For any more information on how to run similar searches yourself or if you have any questions, please speak to your Support team - their contact details will be found in the Help tab on your account.

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