Contents
In Advanced Search
In Collections
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:
Go to the Integrations Settings page
Connect your HubSpot or Salesforce CRM
For more support on how to connect your CRM see our guides here
If you have previously connected your HubSpot you may 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
Search for the data you want to import
Select up to 5 CRM fields and save your selection
The import can take up to 15 minutes to complete
4. Or from a Company page go straight to the import settings and add the fields you want to use
How to use your CRM data in Beauhurst
In Advanced Search
Use your data to create bespoke searches based on your data. This could be finding new opportunities in your ICP filtering out any clients or active prospects, identifying the breakdown of your clients or using your classification data.
Go to Advanced Search and add a company criteria
Select either HubSpot or Salesforce
Select your data you want to filter by
Exclude results based on your CRM data to find new opportunities
Include results based on your CRM data to automate list creation
See your CRM data in the results by showing them in the results columns
Click ‘Edit table columns’ to find the fields you want to see]
In Collections
Create Collections that are updated based on your CRM activity such as live client and prospect lists. This keeps these lists up to date automatically and ensures you are notified of any interesting activity.
Go to Advanced Search and create a search using your CRM data
Save the results to a collection
Choose the activity alerts you want such as any new fundraisings, key people changes or news mentions
Enable the auto-add and auto-remove settings you want to keep the collection updated
Save the collection and it will stay updated and alerting you of interesting activity automatically
See your CRM data in the results by showing them in the results columns
Click ‘Edit table columns’ to find the fields you want to see
See it on the platform
On any company that we have been able to match to a record in your CRM, we will display your imported fields on the company page so you can quickly see your insights without needing to switch tools
There is a link taking you directly to the record in your CRM if you do want to see more detail.
👋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.