Lesson 06 · Capture everything
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
You’ll be able to
- Tie every call to a customer
- See each person and company in one place
- Fill in profiles automatically
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Transcript
Connect your CRM, and every call, ticket and signal knows which customer it came from.
Open Settings, then Integrations. Under Browse apps, choose Customer data, then pick HubSpot or Salesforce.
Click Connect and sign in. Then open Manage to choose which contacts, companies and properties sync into BuildBetter.
Now open CRM in the rail. All people lists everyone your team has talked to.
Open a person, and their calls, signals and conversations sit together on one page.
All companies works the same way. A company page rolls up the calls and signals from everyone who works there.
Last, open Settings, then Enrichment. With Automatic enrichment on, BuildBetter fills in job title, industry and company size, so you can filter feedback by the customers who matter most.
For profiles you already have, click Enrich profiles. You see the cost before anything starts.
Next up, review a call.
