CRM Integration

Seamlessly integrate Buyer Intent Data into your CRM, create workflows, and boost your team’s efficiency.

The full power of Buyer Intent Data unfolds when it’s seamlessly integrated into your existing processes and systems.

With native integrations for HubSpot, Pipedrive, and Salesforce CRM, signals land exactly where you need them. This allows you to get the most out of your Buyer Intent Data and optimize your workflows.

• Lead scoring and campaign optimization: Buyer Intent Data helps you prioritize leads and plan targeted email campaigns.

• Efficient team processes: Alerts to SDRs or other sales teams ensure that no potential customer is overlooked.

• Higher conversions: Software providers who align their activities with high-intent buyers achieve up to 5x higher response rates in email campaigns.

HubSpot Integration

Here’s how to use the HubSpot API in the OMRviewer to transfer Buyer Intent Data from OMR Reviews directly into your CRM system:

Start the integration

1. Log in to the OMRviewer.

2. Click on Integrations in the left navigation.

3. Select the OMRviewer HubSpot Integration.

4. Click Connect.

Authorize the connection to HubSpot

1. Choose the HubSpot account you want to connect.

2. Allow the OMRviewer app to access your HubSpot data (e.g., CRM access or activity logs).

3. Once authorized, the integration is active.

Configure transfer settings

You can now adjust the following settings:

• Filter for company transfer:

  Decide whether to transfer all companies or only specific companies (e.g., based on Buyer Intent Score or visit behavior).

• Overwrite email fields:

  Optionally, define whether existing fields in HubSpot should be overwritten.

• Type of transfer:

  • Automatic transfer (based on predefined filters)

  • Manual transfer (you select which companies to transfer)

Transfer companies to HubSpot

1. Go to your Companies Dashboard in the OMRviewer.

2. Search for the desired company.

3. Click the three dots next to the company name.

4. Select Transfer to HubSpot.

View activities in HubSpot

1. Go to Companies in HubSpot.

2. Open a company that was transferred via OMRviewer.

3. Navigate to the Activity Overview.

4. Filter activities by OMRviewer.

You’ll now see all interactions, such as:

• Pages visited on OMR Reviews

• Visit duration

• Page types (product profile, category, competitor, etc.)

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