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Step-by-Step Guide: Configure Your CRM and Create Views of Wrench.ai Data

Learn how to connect your CRM with Wrench.ai data to supercharge your communication and outreach efforts in this step-by-step guide. No technical expertise required; just follow the simple instructions and enjoy the benefits of personalized CRM experiences.

1. Introduction:

Enhance your sales and marketing efforts by connecting your HubSpot instance to your Wrench.ai account so you can see your insights directly in the CRM.

2. Access Data Sources:

In your CRM interface, locate the "Datasets Sources" section on the menu bar. This is where you can connect various data sources, including APIs, CSV uploads, HubSpot, Salesforce, and more.

3. Follow Instructions:

Follow the provided instructions for integrating your chosen data source. Don't worry; you don't need a technical background to complete this step.

4. Data Extraction and Enrichment:

The integration process will extract data from your CRM, enrich it with scores and insights from Wrench, and then send it back to your CRM.

5. New Data Columns:

Your CRM will automatically create new columns to accommodate the enriched data. These columns will allow you to access valuable information from Wrench.

6. Visibility Settings:

To access Wrench data in HubSpot, go to a contact and select "View All Properties" under the actions button. You'll find the "Wrench Data" section with 113 new columns.

7. Custom Data Retrieval:

Utilize these new columns to pull specific information such as numerical scores, personality descriptions, persuasion angles, and more, making it easy to personalize your outreach.

8. Sorting and Ranking:

Organize your data by sorting it based on your preferences. You can prioritize leads, prospects, and customers based on their Wrench scores.

9. Custom CRM Views:

Create custom CRM views that match your communication style and preferences. This allows you to work with leads and prospects who align naturally with your approach.

10. Integration with HubSpot:

Seamlessly integrate persona data into HubSpot to create personalized content that resonates with your entire audience.

11. Enhanced Communication:

With Wrench data at your fingertips, call preparation becomes efficient and effective. You can quickly review personas, personalities, and persuasion angles to tailor your communication.

12. Complementary Pairing:

Consider pairing complementary leads and prospects, as this can significantly boost net promoter scores. Create custom views that help you identify these pairs effortlessly.

13. Ease of Use:

Embrace this integration as a tool to streamline your workflow, making conversations more natural and engaging.

14. Explore Possibilities:

Take advantage of the enhanced data access to make your communication and outreach more effective. The possibilities are endless!

Conclusion:

Enjoy the benefits of a more efficient and personalized CRM experience, and reach out if you have any questions or need further assistance.