Your Guide to Beauhurst’s Salesforce Integration
Our Salesforce integration is now available. This means that you can plug Beauhurst company data directly into your Salesforce CRM.
Thanks to our new Salesforce integration, you can say goodbye to out-of-date data in your CRM, with data refreshed overnight, every night.
And if you’re a HubSpot user, we’ve got you covered too with our HubSpot integration.
HubSpot user? Get connected here
Connect Beauhurst data to your HubSpot CRM in just a few clicks. Read our article to understand how it works, what data you get, and how to get set up.
How the Salesforce integration works
Let’s face it — one of the major struggles with any CRM is ensuring that your team is getting up-to-date data, all the time. After all, the benefit of using a CRM is having a single source of truth for your team to refer to and use.
Our integration with Salesforce is straightforward — in a few clicks, you can sync your saved company lists from our platform with Salesforce, to populate and enhance your company data. And all of this data is refreshed daily, so you know you’re always working from the latest data.
“The minute you put something into Salesforce, a week later it could be out of date if it's put in manually. Whereas the whole beauty about Beauhurst is that it's refreshed.”
Synced fields
- Turnover (GBP)
- Total funding received (GBP)
- Total grants received (GBP)
- Headcount
- Beauhurst Collection(s)
- Environmental Signals
- Growth Signals
- Innovation Signals
- Risk Signals
- Social & Governance Signals
- Buzzwords
- Industries
- Head office address
- Actively hiring
- Companies House ID
- Legal form of entity
- SME status
- Stage of evolution
- Beauhurst URL
- LinkedIn URL
- Turnover (GBP)
- Total funding received (GBP)
- Total grants received (GBP)
- Headcount
- Beauhurst Collection(s)
- Environmental Signals
- Growth Signals
- Innovation Signals
- Risk Signals
- Social & Governance Signals
- Buzzwords
- Industries
- Head office address
- Actively hiring
- Companies House ID
- Legal form of entity
- SME status
- Stage of evolution
- Beauhurst URL
- LinkedIn URL
Why use the Salesforce integration?
Never miss out on interesting companies
Plugging our data into Salesforce ensures you stay one step ahead, as companies that meet your pre-set criteria are automatically synced and added to your CRM. So, when one company meets your Beauhurst Collection criteria, it appears in Salesforce.
You can also use it to supplement your lead scoring process, by specifying what types of companies are imported. This means your CRM will only ever be populated by targeted, highly relevant companies.
Enhance your data
Enrich the company data in your Salesforce CRM in just a few clicks. Our integration pulls through and populates detailed company profiles directly into your Salesforce account, meaning your entire team can rely on the quality and consistency of the data.
Access our data exactly where you want it
Forget time-consuming searching, downloading and uploading data to Salesforce. Our integration saves you time by automatically enhancing, adding to, and updating your company data, without you lifting a finger.
So, what can you do with our data in your CRM?
1. Find new companies
Using our integration, you can set up searches for particular company types. Each time a new company appears in Beauhurst, it will sync to Salesforce, and you can use this information to make your approach.
2. Add qualified leads to Salesforce
You can create a collection of companies on our platform using highly specific criteria — an ICP (ideal customer profile), for example — so that you know whenever a company is added to Salesforce, it’s already a qualified lead. Saving you time and effort.
3. Create dashboards
Upgrade your analysis by using our data in Salesforce dashboards. You can also utilise our data to undertake analysis by combining our data with other data points.
4. Enhance lead scoring
By creating automations based on company data, you can assign scores using specific criteria to prioritise leads. For example, you can assign a score to a company with £2m annual turnover with >500 employees.
How to get set up
Getting set up couldn’t be easier, and only takes a matter of minutes. All you need is to be logged in to both your Beauhurst and Salesforce accounts.
1. Navigate to integrations ✨
Firstly, you’ll need to open Beauhurst in your browser. Hovering over your name in the top-right corner will reveal a drop-down menu. Here, you’ll find Integrations ✨.
2. Click ‘Connect’
On this page, you’ll have two options — one for HubSpot and another for Salesforce. Click Connect to connect to Salesforce. This will bring up a new window asking you to confirm the connection.
Top tip: If you also use HubSpot, you can use both integrations at the same time.
3. Sync your Collections
Once you’re connected, you’ll be taken to the Salesforce settings menu, revealing the available synced fields. Clicking My Collections from this page will allow you to select which Collections to sync.
Next, simply hover over the plug-and-play icon, and select which Collection(s) you wish to sync to Salesforce. These will immediately begin populating in Salesforce.
Get started today
If you’re already a Beauhurst subscriber, you can get started right now and be set up in a matter of minutes.
Or, if you’re new to Beauhurst and would like to see this feature in action, simply book a slot with our team and we’ll demo the platform with you.
