Import accounts with opportunities from CRM

Owned by Markus Ståhlberg
Last updated: May 22, 2023 by Ryan Montilla
1 min read

Importing accounts with Opportunities from your CRM will help create a segment and target ads to companies that have opportunities with a certain status. In this way, you can once again remind companies of the benefits of the product or exclude those that have already been contracted.

To import accounts with opportunities:

  • Make sure that your N.Rich account has CRM integration set up. You can do this by selecting the CRM section in Settings. If the integration is not set up, create one. Here you can see more about CRM integration - HubSpot and Salesforce.

  • Open the orange icon in the upper right corner and follow the Import accounts link.

  • Select Import accounts with opportunities.

  • Specify the segment which you want the accounts to be imported into. You can create a new segment or add accounts to an existing segment. If you select an existing segment, we will automatically add only new accounts during import.

  • In the next step, we will analyze the imported accounts and indicate which of them can be imported and which cannot.

  • You will be notified by email once the import has been completed.