Hubspot Enrichment

Empower your entire sales team to focus on the right deals at the right time with accurate data insights. Integrate Similarweb Digital Data with your Hubspot CRM to give you the context you need on every account, lead, or opportunity at every stage of the sales cycle. It ensures no time is wasted by going after unqualified leads and it helps your teams prioritize winnable deals.

 

 

What is the value?

Hubspot Enrichment provides access to all of the data required for better prospecting and improved and better-qualified leads. You can easily spot company changes across your prospective accounts! 

• Plug In and Play On: The Hubspot Enrichment is easier than ever to set up!
• Hygiene is Important: your CRM is always up-to-date with the best-in-class data to help your reps reach out to the right leads at the right time.
• Stay Ahead of the Competition by removing purchase obstacles and increasing your win rate.
• It’s All in One Spot: no more having to go back and forth between the platform and CRM!

Save Time by integrating the data into your workflow, which helps to work more efficiently and effectively!

 

How to set up an enrichment

Step 1: Creating and Managing Flows

Before setting up HubSpot Enrichment, you must first configure the HubSpot integration. Please note that only Similarweb users must have the required permissions in both HubSpot and Similarweb (admin permissions) to complete the following steps.

Once a user has access, they can simply click 'I accept' to agree to the terms and conditions and move forward.

For more details and information, click here for Hubspot Integration as a first step. 

Step 2: Integration Success

With Similarweb and HubSpot successfully connected, the management page will indicate that the integration is successful by displaying when it was last synced. The disconnect icon is now available for managing the connection.

Step 3: Managing Your Integration

Once connected, administrators should click on the “management button” to define parameters. There are three integration elements to activate and define what you intend to achieve: 

• Import from HubSpot to Similarweb: 
• Export from Similarweb to HubSpot 
• Hubspot enrichment *  

Step 4: Field Mapping: Readying the Enrichment Flows

Activate the export from Similarweb to HubSpot option to map and export Similarweb data fields to HubSpot. From here you’ll be able to export company information, traffic metrics, industry insights, and more, directly into Hubspot. 

• Use the toggles to activate which record types users can export. 
• Click on the "edit field mapping" to map the Similarweb data fields to be exported to HubSpot.
• For each record type, verify the default fields are mapped to the correct fields within HubSpot.
• To add Similarweb data fields, click Add Fields. Then, choose the fields you’d like to export into HubSpot, and click Add.

    PRO Tip:  Add valuable data fields - like company and industry information, web traffic stats, demographic insights, and more - to help you easily sort, qualify and prioritize your list of prospects.

• You can define the fields when enriching your CRM when exporting data, enriching your CRM or both, and you have the option to activate the “overwrite” of data as required.  
• Once the selected fields have been added, you can map the newly added Similarweb fields to your HubSpot fields by selecting them in the dropdown menu under the HubSpot field column.

Step 5: Create Enrichment Flows

Setup a recurring automation that will enrich your company or contacts with Similarweb metrics. Here you will: 

• Choose Which fields to enrich 
• Set rules to dictate which records to enrich 
• Decide whether records will be enriched in the future

Start by selecting the enrichment type you would like to choose: 

• Immediate: This will enrich records in your CRM as soon as they are created, as per your dedicated enrichment requirements. 
• Ongoing: Enrich records daily and refresh older data  . Espcially useful if you want your Hubspot to remain up to date over time. 

 

 

Step 6: Enrichment Settings: 

Define the record type:You can decide on one job per enrichment type companies or contacts, however you can create up to 5 jobs at a time.

Refresh Data (for ongoing jobs only): As soon as possible, every 2 months, every 3 months or every 6 months.

Traffic data: Determine the company or contact data you'd like to analyze alongside this traffic data by geography. You can include worldwide traffic for a comprehensive overview or focus on a specific region for more targeted insight, based on the countries available per your subscription.

 Enrichment Rules: 

• You can enrich all records or create specific rules based on fields in your Hubspot CRM.  

• If you want to enrich records by status or lifecycle stage you would start by including a rule such as: Lead status = new, in which case you would only enrich new records. 

• If you want to define your enrichment type even further you can include additional rules based on Hubspot fields eg. city = London. In this example you would only enrich new records, and only those records which come from London.

Use with Data Credits

Review your enrichment before Submitting: 

On the last step you will be able to review your enrichment flow and this will also give you an idea how many data credits it will cost each time a company in your Hubspot is enriched with Similarweb data. 

Understanding Data Credits for Field Mapping

• Each additional field costs 1 extra data credit.
• Technographic fields cost a flat fee of 10 data credits, regardless of how many you add.
• Additional fields included in the Lead Enrichment Bundle do not increase the cost. The base price for the bundle is 25 data credits, which includes website and company name data, which are mandatory default fields.
• If you add more fields from the lead enrichment bundle (e.g. industry), there’s no extra charge since the user already pays for these within the Lead Enrichment bundle.

Learn more about Data Credits here.