If you're using Sales Intelligence with HubSpot CRM integration, you have access to our new iFrame integration (aka new company profile view) already. You have to enable the new company profile view by following the instructions given in this article.
This new iFrame provides you with a detailed company data through the updated Company Profile. With improved company and contact enrichment capabilities, the new company profile view leverages the value you get from your existing HubSpot CRM integration. It's easy to setup and reduces any configuration friction.
If You Already Have HubSpot Integrated: You will automatically have the new iFrame functionality available. Just follow the instructions given below in this article to set it up in seconds and multifold the value you get from your CRM integration.
If You Don't Have HubSpot Integrated Yet or You Are New To The Platform: You'll need to enable HubSpot integration first to access the new company profile view. Please follow this help article to find instructions to integrate your HubSpot CRM with Dealfront.
Why Should You Switch To The New Company Profile View?
Streamlined Prospecting for Marketing and Sales Teams: Marketing and sales leaders often create prospect lists based on Ideal Customer Profile (ICP) criteria and assign these lists to sales teams via the CRM. With the new company profile view, sales representatives can access comprehensive company data directly within the CRM without switching between apps. This includes identifying the right contact person, viewing recent company events to use as conversation starters, and getting a complete view of the prospect. This integrated approach eliminates the need to manually search through various sources, saving time and providing immediate insights.
Optimizing Contact Data Management Add new contacts to your CRM and enrich existing company and contacts. This approach helps maintain a clean CRM and reduces the ongoing effort required to keep information updated.
Enhancing Existing CRM Records: All native integrations primarily focuses on pushing new data into the CRM to create records. Add a new company profile capability to it to enrich existing CRM records with up-to-date information. This allows marketing and sales teams to supplement current records with relevant details, ensuring that their data is always current and actionable.
Let's Get Started!
If you're using HubSpot CRM integration already, you can access the new Company Profile directly from the CRM's organization view. This means:
You can enrich company and contact data that is already connected to your CRM.
Enrichment fields are dynamically pulled based on your account's configuration settings (Outgoing Field Mapping).
You can also add new contacts to your CRM directly from the iFrame window.
How to Access the New Company Profile View in Your HubSpot CRM?
Open your HubSpot account as an administrator.
Navigate to Settings > Objects > Companies > Record Customization.
Click on "Default view" (or any other view that you would like to include the Dealfront card). As soon as you enable it to the specific view, all users that have access to that view, they will see the Dealfront card. Our suggestion is to have a dedicated view for the group of people that should have access to the Dealfront card.
Enable Dealfront and close the panel.
On the right side, click "Add cards".
Click "Save and exit" in the top right corner.
Well done on enabling the new company profile view. Now let's take a look at how to start using it to multifold the value of your HubSpot CRM integration.
Please note: The iFrame is currently available exclusively for CRM companies and is not yet supported for use in other CRM entities such as Contacts, Deals, or Tasks. However, we plan to extend this functionality in future updates to the iFrame component. Stay tuned!
How To Use The New Company Profile View?
Open a specific CRM Organization and find the "Dealfront" card on the right side. Click "Open Dealfront".
A modal window will open up.
If your user has access to more than one Dealfront account, you will get the account selector.
If not, you will get immediate access to the company profile.
This is how the new company profile view looks like. You'll find company name, company website, address, and contact data. As well as whether or not the company is actively in business, so far we are aware from public information. You'll also be able to see important key figures, such as revenue, employee count and founding year. Use this information to decide if they're a good fit for you.
Access Detailed Company Records Directly from the CRM
Receive useful information about each company such as related employee data, trigger events, latest news, trade register and financials.
GDPR-Compliant Employee Data
View employees to a company and synchronize matching contacts with publicly found contact information directly into your CRM.
Deep Understanding of Relevant Companies
Trigger events help you identify current needs among your prospects. You can then use them for successful sales conversations. Financials also give you a deep understanding of your (target) customers.
How to Enrich Your CRM Data?
In today’s data-driven world, having accurate and complete information about your leads and customers is key to successful sales and marketing strategies. Data enrichment is all about improving your existing data by adding useful insights and context, helping you make better decisions and connect more effectively.
The fields eligible for enrichment, along with details on how to enrich a company or contact through the new company profile, can be found in the following help article.