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Who can access this feature?
This feature is available only for users with an admin role.Should I use manual or automatic account creation?
We recommend you start with manual account creation to control and monitor the number and quality of accounts being created. You can also align the creation process with your internal CRM Admin processes like account assignment. You can optionally download the accounts through the Download net new accounts feature to review and manipulate the account data to match your enrichment process before importing them to HubSpot.How long does the account creation process take?
This depends on the number of new accounts available for pushing. Usually, for less than 100 accounts the process can take 10-15 minutes. Although the account creation process is throttled a bit because of limitations at the HubSpot API level, users can safely leave the CRM Settings pages after initiating the process. To confirm that the process is complete, users can refresh the page, select their segment and click the refresh button to get a new estimate. If the estimate is still the same, this means that the process is still ongoing.What company properties are populated in HubSpot CRM through this feature?
Supported account data:Name
Company domain name
Website URL
Are the company properties listed in the manual exports also used to enrich HubSpot CRM accounts?
No, the integration uses the company name, domain name and website URL
only for creating the accounts. HubSpot enriches any other company attributes.How often are accounts created when the account segment synchronization is set to Automatic account creation?
The system will check for and create new accounts once per day.Do you migrate the account grouping relationships when pushing accounts to HubSpot?
No, we currently cannot support/create parent-child relationships when creating accounts in the CRM.How does the feature detect duplicates/existing accounts?
The feature uniquely identifies accounts based on the company domain and will not create new accounts if the company domain for a company record in HubSpot matches an account in one of the selected segments. The feature estimates how many net new accounts can be created based on this matching mechanism through the manual account creation estimates.The feature only creates new accounts that aren’t already in my CRM. What about existing accounts?
For existing accounts, the CRM integration will push account engagement data only for accounts that pop up in the default intent report. This prevents multiple intent reports and overlapping account engagement data from being pushed to CRM records. You can set a default intent report for the integration in Account Settings, Intent tab.How can I see a list of companies created by the integration in HubSpot?
The feature uses a company property called “Is N.Rich Account” underthe “N.Rich” category and sets the value to “True”. You can create a single object report in HubSpot for the company object and use the filter “Is N.Rich account” and set it to “True” to see the accounts created by the feature.
You can do this by navigating to: Reporting → Reports → My Reports → Create Report → Create reports from scratch → Select Single Object → Select Companies → Filters → Add Filter → Select “Is N.Rich Account”, set property to “True” → Apply Filter → Add relevant company properties → Save Report.
Note: The “Is N.Rich Account” property is automatically created by the integration therefore not needing user intervention.
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