Contact Push

Users can now push contacts associated with identified companies to their CRM system. This includes personal and professional data points such as name, email, job title, and social profile URLs.

In this article, we'll discuss

• What CRMs this feature is available for
• Which data points can be pushed
• How to set up the contact push
• How to push Leadinfo contacts

What CRMS is the Leadinfo contact push available for?

1. HubSpot
2. Salesforce
3. Microsoft Dynamics 365
4. Pipedrive
5. Teamleader Focus
6. Odoo
7. Salesloft
8. Active Campaign
9. ZOHO CRM
10. Spotler

What data points can be pushed?

• First name
• Last name
• Email address > Required
• Job title
• Department
• Country
• Linkedin (URL)
• Xing (URL)
• Twitter (URL)

How to set up the contact push

1. Go to Settings → Integrations and connect the CRM integration.

2. "Contacts" tab appears automatically.

4. Default fields (First name, Last name, Email) are pre-enabled; extend as needed.

5. Start pushing contacts manually or via triggers.

To use contact push with HubSpot, you will also need to connect a secondary integration, specifically for contacts. This will be shown in a second tab after you integrate, called 'contacts', as seen below.

How to push Leadinfo contacts

Manual Push

Users can manually push contacts from within a company profile in the Leadinfo inbox.

Flow:

1. Navigate to Inbox → Company Profile.
2. Locate the desired contact using search/filter options:
   • Search by name or job title
   • Filter by country
   • Filter by department
3. Select one or more contacts via the multi-select.

4. Click "Add to {CRM Name}".

5. Confirm the contact push

Automated Push (via Triggers)

Users can automate contact pushes using Leadinfo's trigger system. This requires the use of a Persona (via Persona Builder) or Decision Making Unit filter, in the same way that you choose the persona or DMU for Autopilot.

You can see all information that has been sent over to the CRM in your sync overview. This will show whether the data has been sent over successfully, or if there are any errors.

GDPR Compliance

In order to stay GDPR compliant, if you are using the Contact Push feature, this information must be added into your privacy statement, to state that visitors data may be shared with your CRM. For more information on adding Leadinfo to your privacy statement, you can check out our article here.