Overview

CRM Cards are an easy way to see and manage Genesy data directly inside Salesforce — without needing to switch tabs or log into the Genesy platform.

They appear on your Contact and Account pages in Salesforce and give you instant access to key Genesy features like:

Viewing a contact or company’s Genesy status
Enriching data (email, phone, LinkedIn)
Adding contacts to campaigns
Organizing them into lists
Tracking enrichment or sync activities

In short — CRM Cards let you work faster by connecting your Salesforce data with everything happening in Genesy.

Where You’ll Find the CRM Card

After installation, you’ll see a card called “Genesy Status” on each Contact and Account page in Salesforce.

It includes the Genesy logo and shows all the key details pulled directly from Genesy.

Why it’s useful

If you’re an SDR, CRM Cards help you:

Save time – No need to jump between Salesforce and Genesy
Get better data – Instantly enrich contacts with verified emails, phone numbers, and LinkedIn info
Track your work – See what’s happening with your enrichment tasks and campaigns in real time
Launch actions faster – Add contacts to campaigns or lists with just a click

Key Sections of the Card

Each CRM Card is divided into four main sections you can expand:

Enrichment – Get missing data like email, phone, and LinkedIn info
Activity – Track progress of your enrichment and sync actions
Campaigns – Add or remove the contact from Genesy campaigns
Lists – Organize your contacts into target lists

You’ll see these sections when you open a Contact.

For Accounts (companies), you’ll mainly see if the company exists in Genesy and a button to open it.

How to Use CRM Cards

1. When the Record Doesn’t Exist in Genesy

If you open a contact that isn’t in Genesy yet, you’ll see a message:

“Record not found in Genesy”

Simply click the “Create in Genesy” button.

This will instantly create the record in Genesy so you can start enriching or adding it to campaigns.

2. Enriching a Contact

When you expand the Enrichment section, you can use these quick actions:

Action	What It Does
LinkedIn icon	Scrapes data from the contact’s LinkedIn profile
Email icon	Finds and verifies their email address
Phone icon	Finds and verifies their phone number
Open in Genesy	Opens the contact’s full profile in the Genesy platform

You’ll also see their enrichment score, sync status, and verification results.

🟢 Tip: You can click the refresh icon next to the email or phone field to re-verify them anytime.

3. Checking Activity

The Activity section shows all recent actions and their statuses:

⏳ Processing – Currently running
✓ Success – Completed successfully
✗ Failed – Something went wrong

This helps you keep track of what’s happening in real time — for example, when a LinkedIn scrape is still running or when an email was successfully verified.

4. Adding to Campaigns

In the Campaigns section, you can:

See all the campaigns this contact is already part of
Add them to a new campaign
Remove them from one
Pause all their active campaigns

To add a contact to a campaign:

Click “Add to Campaign”
Use the search bar to find your campaign
Check the box next to it
Click Add to Campaign — done!

If they’re already in multiple campaigns, you’ll see them listed with status tags like Active or Paused.

5. Adding to Lists

Lists are a great way to organize your contacts — for example, by region, industry, or priority.

To add a contact to a list:

Expand the Lists section
Click “Add to List”
Search and select the lists you want
Click Add to List

You can also remove them from any list using the ✗ icon.

Common SDR Workflows

Here are a few real examples of how you’ll likely use CRM Cards:

✅ Workflow 1: Enrich a New Lead

Open a new contact in Salesforce
Click Create in Genesy
Use the icons in the Enrichment section to find their email, phone, and LinkedIn data
Check the Activity section to track progress

✅ Workflow 2: Add to a Campaign

Open a contact that already exists in Genesy
Expand Campaigns
Click Add to Campaign and select the right one
Confirm — and you’re done!

✅ Workflow 3: Verify Contact Info

Go to Enrichment
Click the refresh icon next to Email or Phone
Wait a few seconds to see the verification result

Tips & Best Practices

💡 Always verify contact info before starting outreach — it keeps your campaigns clean and your sender score safe.

🔄 Refresh the card if you made recent changes in Genesy or Salesforce.

🧭 Use lists and campaigns to stay organized and target the right prospects.

📊 Check activities often to make sure enrichments and syncs are running smoothly.

Troubleshooting

Issue	What to Do
“Record not found in Genesy”	Click Create in Genesy
Enrichment didn’t work	Check the Activity tab for failed tasks and retry
Can’t see campaigns or lists	Try searching by name or ask your Genesy admin to confirm permissions
Data not syncing	Click the refresh icon on the card and wait a few seconds