Automate Your List Enrichment with Salesforce and HubSpot 🤖
2 mins
See how you can enrich any contact or company list with real-time data using ExactBuyer's native Salesforce & Hubspot Integrations. Try it for free at exactbuyer.com.
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Did you ever wish that you could just enrich any list in your CRM without touching any buttons? Today we're launching Salesforce and HubSpot automated list enrichments, which lets you or anyone in your CRM CRM team, Salesforce admins, RevOps folks sales and marketing operations people, automates
, so much of the most tedious tasks specifically around enrichment. Now, what you're typically looking for when you're enriching list is you want to make sure all the inbound leads or specific lists that you're about to go target have the most up-to-date information, meaning the most up-to-date
job title information, company information and also that the emails are verified and that we could find phone numbers to call these people.
This process typically involves multiple vendors real-time updates that typically don't even exist, and you have to find teams that will go and manually verify all these different leads.
With Exact Buyer, all you need to do is integrate your CRM, give a one-click integration. And now you can see once you want to enrich a new Salesforce list, you can just click here.
We're gonna pull up all the leads accounts all the different lead list views that you have here. And you can open up, let's just say, all open leads, for example, enrich month, You can choose weekly, monthly, or quarterly enrichments depending on what you're looking for.
Or you can just enrich it one time if you want to do that. But if you want to just update these, let's say every quarter or every month, you can hit enrich.
And then what it's going to do is it's going to give you a full history of your enrichments. In this view, so you can see how many contacts actually matched, how many credits were deducted, how many credits were refunded for the ones that we did not match.
And then you can also see when the next schedule is going to be set to go out. You could do this for leads, contacts, or accounts using all of our new.
Richman real time enrichment and get the highest quality data for your list. This saves people. Hours and hours of time every week, and you can automate this for all across all of your sales reps.
You don't need to do anything. This already exists in exact buyer. So go ahead and try it and let us know what you think.
Transcript
Show Transcript
Did you ever wish that you could just enrich any list in your CRM without touching any buttons? Today we're launching Salesforce and HubSpot automated list enrichments, which lets you or anyone in your CRM CRM team, Salesforce admins, RevOps folks sales and marketing operations people, automates
, so much of the most tedious tasks specifically around enrichment. Now, what you're typically looking for when you're enriching list is you want to make sure all the inbound leads or specific lists that you're about to go target have the most up-to-date information, meaning the most up-to-date
job title information, company information and also that the emails are verified and that we could find phone numbers to call these people.
This process typically involves multiple vendors real-time updates that typically don't even exist, and you have to find teams that will go and manually verify all these different leads.
With Exact Buyer, all you need to do is integrate your CRM, give a one-click integration. And now you can see once you want to enrich a new Salesforce list, you can just click here.
We're gonna pull up all the leads accounts all the different lead list views that you have here. And you can open up, let's just say, all open leads, for example, enrich month, You can choose weekly, monthly, or quarterly enrichments depending on what you're looking for.
Or you can just enrich it one time if you want to do that. But if you want to just update these, let's say every quarter or every month, you can hit enrich.
And then what it's going to do is it's going to give you a full history of your enrichments. In this view, so you can see how many contacts actually matched, how many credits were deducted, how many credits were refunded for the ones that we did not match.
And then you can also see when the next schedule is going to be set to go out. You could do this for leads, contacts, or accounts using all of our new.
Richman real time enrichment and get the highest quality data for your list. This saves people. Hours and hours of time every week, and you can automate this for all across all of your sales reps.
You don't need to do anything. This already exists in exact buyer. So go ahead and try it and let us know what you think.
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