How to use OMRviewer data effectively in HubSpot
The strategies and workflows presented here are examples and can vary greatly depending on your ICP and industry. It’s important to consider the specific needs, goals, and behavior of your target audience. These ideas serve as a guide and should be adapted to fit your situation and market. Make sure to continuously monitor, test, and adjust your approach to achieve the best results.
How to get started
1. Getting Started
Set up the OMRviewer HubSpot integration (German guide available)
This shows you how to configure the API and what to keep in mind. This setup is the foundation for the following steps.
In HubSpot:
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Go to the Companies section in the main menu.
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Click “Add View” in the top right corner or select an existing view to customize.
2. Open filters
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Click on Advanced Filters.
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Type “OMRviewer” into the search bar.
This will display all synchronized fields, such as:
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OMRviewer Sessions
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OMRviewer Last Visit Date
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OMRviewer Engagement Score
Field names may vary depending on your data model.
3. Apply relevant filters
Depending on your use case, you can apply different filter combinations:
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Example 1: All companies with OMRviewer activity
Filter: OMRviewer Sessions > 0
→ Displays all companies with at least one session.
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Example 2: Last visit known
Filter: OMRviewer Last Visit Date is known
→ Useful for finding companies with recent activity.
4. Save your view
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Click Save or Save as new view.
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Give it a descriptive name, e.g., “OMRviewer Active Companies”.
Best Practices
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Use personalized views for different teams (e.g., separate views for sales and marketing).
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Integrate the view into reports or dashboards.
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Combine with lead scoring models in HubSpot.
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Depending on your use case and customer focus, other combinations might make sense – get creative!
OMRviewer Intent Data: Use Cases
Sales Prioritization
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Identify intent scores > 70
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Conduct research on these companies
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Personalize outreach based on specific intent activities
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Prioritize sales conversations based on intent
Account-Based Marketing
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Identify companies with category-specific intent
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Set up automated email sequences with relevant content
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Target decision-makers at these companies with LinkedIn ads
Competitive Strategy
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Identify companies actively researching competitor products
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Create comparison material showcasing your strengths over competitors
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Offer a personalized demo or a free proof of concept
Customer Win-Back
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Identify former customers showing new intent activity
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Launch a personalized win-back campaign
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Offer special deals for returning customers