# 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. *** ## 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 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. *** ## 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 *** ## 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. *** ## 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. *** ## Need Help? Email with: * Your CRM platform * Search ID (if applicable) * Description of the issue * Screenshots (if relevant) We'll help troubleshoot within 24 hours. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.gethyperscale.com/connect-accounts/crm-integrations.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.