Sync HubSpot Company-Based Lists to N.Rich Segments
Our Workflows feature now supports HubSpot company-based lists as a data source. This means that HubSpot customers who use company-based lists to manage their accounts can now sync these lists to their N.Rich segments through Workflows. This allows for an effortless sync between HubSpot account lists to segments in N.Rich.
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Prerequisites:
Customers must have an active HubSpot CRM integration and existing company-based lists to use the feature.
Resources:
HubSpot Documentation - Creating Company-based lists
Workflows Use Cases - Keep your segments synchronized with your HubSpot CRM lists
Workflows Upgrade
Workflows now support more data sources, actions and triggers:
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Learn more about Workflows: Getting Started With Workflows
CRM Stage Information
Gain valuable insights into an account's CRM status with CRM Stage, now available for all accounts in your segments. This helps you understand if a given account is in your CRM and if it is, understand which stage of the sales pipeline the account is currently in. With this data at your fingertips, strategically augment your CRM by seamlessly adding missing accounts or optimize your segments based on specific CRM Stages.
Learn more about CRM Stages: Understanding CRM Stages
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Account Data and Firmographics Upgrade
We've added more accounts (+10M) and expanded our account database, offering a broader selection of company attributes and firmographic data. This means you have more options than ever when building your account lists to match your business objectives and ICP even more closely.
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Updates to Intent Report
We changed the way accounts in your Intent reports are synchronized with your segments. This sycn is now driven by Workflows, enabling you to take advantage of the power and flexibility of Workflows to manage your segments. You can see associated Workflows with an Intent report by going to Intent Reports → Settings → Data Sync.
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