Beauhurst

What does our Dynamics integration look like, what data can you sync, and how you can set it up

Dynamics 365 Integration

User guide for the Beauhurst HubSpot integration

HubSpot Integration

Enrich all of you company records with Beauhurst data

HubSpot Enrich

User guide for the Beauhurst Salesforce integration

Salesforce Integration

Salesforce Enrich

Find companies that are in your CRM in Beauhurst

CRM Match

Import your CRM data to use within Beauhurst

CRM Import User Guide

Link your Hubspot and Salesforce CRM with the Beauhurst platform

"Plug and Play" Integrations

API Docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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