Effortless CRM sync: instantly spot & access client records

 6 March 2025

We are making it easier to bridge the gap between your CRM and Beauhurst. In addition to syncing collections and enriching your whole CRM, you can now see if you have a matching CRM record on company pages and a link to take you directly to that record.

  • Instantly recognise existing prospects or clients within our platform
  • Identify new opportunities at a glance
  • Seamlessly navigate to your CRM to find out more about your history with that company

To use this feature you just need to connect your CRM – either HubSpot or Salesforce. You can connect this on the integrations settings page.

For more detail check out our user guide here

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