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2 months ago

CRM Match 👯

We are making it easier to bridge the gap between your CRM and Beauhurst. In addition to syncing collections and enriching your whole CRM, you can now see if you have a matching CRM record on company pages and a link to take you directly to that record.

  • Instantly recognise existing prospects or clients within our platform
  • Identify new opportunities at a glance
  • Seamlessly navigate to your CRM to find out more about your history with that company

To use this feature you just need to connect your CRM - either HubSpot or Salesforce. You can connect this on the integrations settings page.



For more detail check out our user guide here

Avatar of authorSaskia Rees