CRM Integrations

CRM Integrations

Automatically sync your enriched leads to HubSpot or Close.io CRM systems.

Overview

Hyperscale integrates with popular CRM platforms to automatically create and update contacts and companies as you find and enrich leads. No manual CSV exports or imports needed.

Supported CRMs

HubSpot

✅ Contacts sync ✅ Companies sync ✅ Notes with enrichment data ✅ Company deduplication ✅ OAuth connection

Close.io

✅ Leads sync ✅ Companies sync ✅ Notes with profile data ✅ OAuth connection

How It Works

1. Connect your CRM in Account Settings

2. Complete a search with verified leads

3. Automatic sync when search completes

4. View synced data in your CRM

All enriched data is automatically pushed to your CRM.

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HubSpot Integration

Connecting HubSpot

1. Go to Account Settings → Connected Accounts

2. Click Connect HubSpot

3. Sign in to your HubSpot account

4. Authorize Hyperscale to connect with your CRM

5. Connection complete!

What Gets Synced

Contact Data

When a lead is verified, Hyperscale creates or updates a HubSpot contact with:

Core Information:

• Name

• Verified business email address

• Phone number (if requested)

Professional Information:

• Relevant publicly available details

• Company association

• Contact information

Company Data

For each unique company, Hyperscale creates or updates:

Company Information:

• Company name and website

• Publicly available company details

Additional Information (added as notes):

• Publicly available company data

• Business intelligence

• Company background

Company Deduplication

Problem: Multiple contacts from the same company could create duplicate company records.

Solution: Hyperscale automatically prevents duplicates:

1. Before creating a company, searches HubSpot by domain (e.g., "salesforce.com")

2. If found, associates the contact with the existing company

3. If not found, creates a new company

Result: One company record per unique domain, even when syncing hundreds of contacts.

Authentication

HubSpot connections are maintained automatically. Hyperscale handles authentication renewal behind the scenes, ensuring uninterrupted syncing.

If you see authentication errors, disconnect and reconnect HubSpot in Account Settings.

Troubleshooting

"HubSpot connection failed"

• Reconnect in Account Settings

• Verify you have admin permissions in HubSpot

• Check that required permissions were granted

"Duplicate companies created"

This should be rare due to deduplication logic. If you see duplicates:

• Merge them in HubSpot

• Email [e-mail] with company name

"Contact not syncing"

• Verify the contact has a verified email

• Check that HubSpot connection is active

• Look for error messages in search results page

"Company enrichment data missing"

Some companies may not have enrichment data available. This is normal and depends on public data availability.

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Close.io Integration

Connecting Close.io

1. Go to Account Settings → Connected Accounts

2. Click Connect Close.io

3. Sign in to your Close.io account

4. Authorize Hyperscale to access your CRM

5. Connection complete!

Required Permissions:

• Read/write leads

• Read/write contacts

• Read/write notes

What Gets Synced

Lead Data

When a search completes, Hyperscale creates or updates Close.io leads with:

Contact Information:

• Name

• Verified business email

• Phone number (if enriched)

Professional Information:

• Company details

• Publicly available business information

Notes

Hyperscale adds formatted notes with:

• 👤 Professional information

• 💼 Company details

• 📊 Business intelligence

• 🔗 Relevant links

Lead Deduplication

Similar to HubSpot, Close.io integration checks for existing leads before creating new ones:

• Searches by email address

• Updates existing lead if found

• Creates new lead if not found

Troubleshooting

"Close.io connection failed"

• Reconnect in Account Settings

• Verify you have appropriate permissions

• Check permissions were granted during connection

"Lead not syncing"

• Verify the contact has a verified email

• Check that Close.io connection is active

• Review search results for error messages

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General CRM Sync

When Does Sync Happen?

Syncing occurs automatically when:

• A search completes

• All requested leads have verified emails

• CRM integration is connected and active

Note: Syncing is asynchronous. It may take 1-2 minutes after search completion for all contacts to appear in your CRM.

Disconnecting Your CRM

To disconnect:

1. Go to Account Settings → Connected Accounts

2. Click Disconnect next to your CRM

3. Confirm disconnection

Note: Disconnecting does NOT delete data already synced to your CRM. It only stops future syncs.

Data Privacy

• Only verified, enriched leads are synced

• All data comes from public professional sources

• You control when syncing happens (connect/disconnect)

• Synced data follows your CRM's retention policies

Multiple CRM Support

You can connect both HubSpot and Close.io simultaneously. Leads will sync to both CRMs automatically.

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Best Practices

1. Connect CRM Before Searching

Connect your CRM before running searches to ensure all new leads sync automatically.

2. Clean Up Duplicates Regularly

Even with deduplication, edge cases can occur. Review your CRM periodically for duplicates and merge them.

3. Customize CRM Fields

After the initial sync, you can customize how Hyperscale data appears in your CRM. Contact support for customization options.

4. Use CRM Filters

Create saved filters in your CRM to quickly view:

• Leads from Hyperscale (Source: "Hyperscale")

• Recently synced contacts

• Contacts with phone numbers

5. Monitor for Errors

Check your search results page for any sync errors. Common issues are usually token expiration or permission problems.

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Need Help?

Email [e-mail] with:

• Your CRM platform

• Search ID (if applicable)

• Description of the issue

• Screenshots (if relevant)

We'll help troubleshoot within 24 hours.