** This feature is currently available for Salesforce and HubSpot users **

CRM Filters allow you to sync your CRM instance with SalesIntel to improve the efficiency of your prospecting efforts by suppressing or showing only contact and/or company records of interest. You'll be able to complete tasks like:

• Find me new buying center contacts in accounts I own
• Help me discover new accounts that aren’t in my CRM at all yet

To set up CRM Filters, you must have CRM admin designated for your account. If you do not have one, please reach out to your success team or support@salesintel.io. For Salesforce, the CRM admin or any operations admin can turn on this feature. For HubSpot, only the CRM admin may turn on the feature, at which time you will be asked to reconnect to HubSpot to provide the appropriate application permissions. In all cases, once enabled, the filters will be available for your entire team.

Enabling Filters

If you already have an admin, go to the Welcome menu > Salesforce (HubSpot) Settings > Salesforce (HubSpot) Search Filters. Switch the toggle on to start the sync. If you are connecting to HubSpot, you will be prompted to reconnect your account during this step.

Setting your ownership field (optional)

By default, we will use the standard owner fields on your records when syncing. The owners in your account will be available as filter values (for example, you can filter to include only Mary's accounts). If you use a non-standard field for owners, you may set that field before starting the sync.

• If you use a non-standard owner field that is not a lookup field referencing users in your CRM (for example, a territory indicator), the value of the field itself will be shown in the SalesIntel filters when searching.
• If you use a field that references your CRM users, the CRM user names will show.

If you change the ownership fields after syncing, your account will resync before you can continue using the CRM filters.

You will receive an email once SalesIntel has finished syncing your account - most accounts take under two hours. To sync, your account must have available API calls in your CRM. For Salesforce, please note that 1 call is made per every 2,000 lead, contact, and account records to complete the initial sync.

Features Available

Once your account is finished syncing, two main features will be available to you.

Tagging all owned records

When any search is returned in the web app or RevDriver, any records already in the CRM will be tagged with the CRM icon for Salesforce or HubSpot. Click the icon to go to the record.

In the web app:

In RevDriver:

Filtering based on owned records

Use the CRM Accounts and CRM Contacts filters under Additional Filters to include records already in your Salesforce org (by record owner) or to suppress records already in your CRM (by record owner). For example, to include all of your accounts but suppress known contacts, you would use the following filters:

CRM Accounts > Include > Your Name

CRM Contacts > Exclude > Select all (Contacts also includes records stored as Leads)

When Excluding based on owned records, note that your total record count will not change, but your requested records will be suppressed. You'll see a message like this:

Records that are in the CRM but are unassigned can still be included or suppressed using the Unassigned value at the top of the filter. If you have a designated user in the CRM to capture all unassigned records (rather than leaving them truly unassigned), that user will be available in this list with all other owners.

Syncing Your Changing Data

Your account will resync nightly to ensure that SalesIntel is aware of new or changed records. Only records modified since the last sync will be resynced, to ensure minimal API usage. Your CRM Admin credentials will be used for this process. If that user leaves your org or is removed from SalesIntel, you will need to assign a new admin to continue syncing.

To turn off the feature, come back to settings and slide the toggle to Off. Your data will be deleted within the next hour.