Integrate Buyer Intent Data into Your CRM

Seamlessly integrate buyer intent data into your CRM, create workflows, and boost your team's efficiency.

Table of Contents

1. HubSpot Integration
2. Export Buyer Intent Data

The real power of buyer intent data comes into play only when it's seamlessly integrated into your existing processes and systems.

With native integrations for HubSpot, Pipedrive, and Salesforce CRM, the signals land automatically where you need them. This way, you get the most out of your buyer intent data and optimize your workflows.

• Lead scoring and campaign optimization: Buyer intent data helps you prioritize leads and plan targeted email campaigns.

• Efficient team processes: With alerts to your SDRs or other sales teams, you make sure no potential customer gets overlooked.

• Higher conversions: Software providers who align their efforts with high-intent buyers achieve up to 5x higher response rates in email campaigns.

HubSpot Integration

Here's how you use the HubSpot API in OMRviewer to transfer buying intent data from OMR Reviews directly into your CRM system:

Open and start the integration

1. Log into OMRviewer

2. Click on "Integrations" in the left navigation

3. Select the OMRviewer HubSpot Integration

4. Click "Connect"

Authorize the connection to HubSpot

1. Select the HubSpot account you want to connect

2. Allow the OMRviewer app to access your HubSpot data (for example, for CRM access or timeline entries)

3. Once authorization is successful, the integration is active

Configure transfer settings

You can now make the following adjustments:

• Filter for company transfer:
  Decide whether you want to transfer all companies or only specific ones (for example, based on Buyer Intent Score or browsing behavior)

• Override email fields:
  Optionally, you can define whether existing fields in HubSpot can be overwritten

• Type of transfer:
  Choose between:

  • Automatic transfer (based on predefined filters)

  • Manual transfer (you decide which companies to transfer)

In the default configuration, manual transfer is active, so you have full control.

Transfer companies to HubSpot

1. Switch to your company dashboard in OMRviewer

2. Search for the company you want

3. Click the three dots to the right of the company name

4. Select "Transfer to HubSpot"

A gray HubSpot icon indicates that the company already exists in HubSpot, but no data is currently being transferred.

A colored HubSpot icon indicates that the company has been successfully transferred and is actively being supplied with OMRviewer data.

View activities in HubSpot

1. Switch to the "Companies" section in HubSpot

2. Open a company that was transferred via OMRviewer

3. Navigate to the activity timeline

4. Filter activities by "OMRviewer"

You'll now see all interactions, for example:

• Pages visited on OMR Reviews

• Time spent on page

• Page types (product profile, category, competitors, etc.)

• Make sure data transfers happen manually or on demand to avoid excessive data volumes.

• Check carefully whether a company already exists in HubSpot before creating a new one.

• Save frequently used filter settings to save time.

Export Buyer Intent Data