Do you have companies in HubSpot that you wish to import in Genesy to enrich and add contacts?
In this article, we’ll explain how you can import it into the platform, enrich them, and search for contacts.
Follow these steps:
1️⃣ Import the companies to a list
Go to Companies > Create new company list > add a name to the list
Select Import > select your desired import option from HubSpot.
Import from HubSpot list
Find companies in HubSpot (by using filters)
The following properties from HubSpot will appear in Genesy as the following fields:
Field name in Genesy | Property name in HubSpot |
name | name |
Website | website |
Domain | domain |
Street Address | address |
City | city |
Country | country |
Description | description |
industry | industry |
Want to retrieve more fields than the above mentioned?
Check out our article 👉 How to customize CRM Import
2️⃣ Retrieve additional information about the companies from LinkedIn
If you imported the Company's LinkedIn URL:
Enrichment > Find data from LinkedIn by URL
If you didn't import the Company's LinkedIn URL:
Enrichment > Find data from LinkedIn by name
3️⃣ Retrieve additional information using AI
Are there any fields for your companies that are not present in LinkedIn but can be easily found in the company's website / Google / Google News?
Create an AI Variable to retrieve this information following these steps:
Go in between two column headers > Click on "+" icon > Create new AI variable
Introduce a prompt. If you wish to call variables in Genesy (company name, description...), add them by typing
"{" + variable nameIndicate if it should look for the information in the company website, Google or Google news. If all the information is already present in Genesy and there is no need to look elsewhere, just leave the boxes unchecked
Select the desired output: text, number, date or one of (picklist)
2. Run AI Variable following these steps:
Select companies you want to enrich with AI fields > Enrich > Enrich with AI
Select variables you wish to fill in > Fill
For credit optimization, we recommend you only enrich those companies where that variable is empty by filtering beforehand.
4️⃣ Search for contacts within these companies
Select companies from the list > Enrichment > Add contacts to company.
Add filters to identify the people you’re interested in within those companies.
Create a list of contacts by including the person and company filters in the name (e.g., CEOs and Sales Decision Makers / B2B SAAS / <50 employees / Spain)
🚨 Reminder: When importing companies from HubSpot, remember to Find Data from LinkedIn by URL / Name.
👉 Check the guide here.