How to pull CRM fields to use in the HG Data Studio and Sales Copilot

When your connect your CRM, HG Insights automatically starts pulling some of the standard fields in it. If you need to use some of your custom fields in the Data Studio scoring or in the AI Sales Copilot, this is when you’ll need to pull them into HG platform.

Supported integrations

Salesforce
HubSpot

For other integrations, please submit a request to our Support team at customersupport@hginsights.com.

Which fields to pull

Recommendation
Only pull the fields you need in the Scoring or Sales Copilot. The more fields are pulled, the more data processing happen, the slower your leads may get scored or surfaced in Sales Copilot. Less is more!

Salesforce Lead, Contact, Account fields or Hubspot Contact and Company fields to use in the Data Studio scoring model or in Sales Copilot Learn more about which enrichment fields HG Insights recommends you to pull
Salesforce Opportunity or Hubspot Deal fields like ARR typically to define conversions in the Conversion mapping to train scoring models in the Data Studio
[Rare] Salesforce Campaign and CampaignMember custom fields to define events in the Event mapping

How to pull additional fields

Prerequisite

you are a user with Admin role in HG Platform

Step by step

Go to Admin Hub → Integrations → Salesforce → Pull
Select the Object first (Lead, Contact, Account, Opportunity, Task, Campaign, CampaignMember)
Search for fields you’re looking for and Check the box next to (all) the field(s) you want to add to the list of fields continuously pulled
1. Not seeing fields? Please check in with your Salesforce admin to update the permissions of the user associated with the HG integration to be able to read these fields
Click Save and Pull fields
Confirm Yes, pull data in the modal that opens
You can see the progress in the Status column.
Note: For Salesforce Lead, Contact, Account fields, and Hubspot Contact and Companies fields, they’ll be created automatically created as Computations and ready to use in the Data Studio scoring models.
You’ll receive an email notification when complete (within 4-12h)

Where to use the first-party enrichment you just pulled

Fields you pull from your CRM into HG Insights can be used in multiple valuable ways:

Data Studio scoring

As a Data point for a fit model: Ask our support team! customersupport@hginsights.com
As an Override for fit scoring: Customer Fit: Overrides
As a Signals display: Customer Fit: Signals

Sales Copilot

As a Playbook filter: How to use event filters in your playbook or explore view
As a Copilot column: Views and Playbook columns display

How often is HG pulling fields from my CRM

For Scoring - depending on the volume of data in your CRM. You can monitor this in the Scoring Processes
for Sales Copilot - the data from your CRM is refreshed in Sales Copilot once a day.

Need help? Reach out to customersupport@hginsights.com, we’re here to help!