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CRM ID is an essential field that is required for all accounts in order to be able to sync the account intent and engagement data between N.Rich and Hubspot. N.Rich is able to automatically synchronise CRM ID’s from Hubspot as long as the account domain is found from Hubspot. If In order to enable this feature, you need to go to Settings / CRM on N.Rich and enable Auto Sync CRM ID. Note, that once you have enabled the switcher you need to wait at least for 24 hours to ensure all accounts are sunced.
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Once the switcher is enabled, if the account is not found from Hubspot, it means the account is “net new” and should be imported into Hubspot first.
This article explains how to do this in a few simple steps.:
Importing accounts into Hubspot from N.Rich (3:21)
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