Can the companies AI sends me go straight into my CRM?
Yes. When we match an AI visit to a company, it lands in HubSpot. The record shows the question it asked AI and how ready it is to buy.
- 1The CRM you connected, today HubSpot
- 2Switch on automatic sending for warm companies
- 3Whether the last sync worked
What you do with it
- Send warm companies to HubSpot so sales can follow up the same day
- Set a buying-intent level, so your CRM gets the companies worth a call
- Read the question each company asked AI, right on the CRM record
What it can't do
- HubSpot is live today. Pipedrive, Attio and Zoho are coming soon.
- It sends companies we could identify. Unmatched visits stay in Targetlytics as unidentified.
- Named contacts are added in the US, with consent. In the EU and UK you get the company.
- It doesn't contact anyone for you. Sales still makes the call.
What lands in your CRM
The company, with its website and size. A contact, where the law allows it. A note with the AI assistant, the question it asked, and the page of yours it quoted. A buying-intent score that updates as the company comes back.
You don't need to build a field map. The fields are mapped for you when you connect.
No duplicate records
Before anything is written, we check whether the company is already in your CRM. If it is, we add the AI details to the record you have. A new record is created for a company you don't have yet.
You choose what gets sent: companies above a buying-intent level, from certain questions, or of a certain size.
When records are written
A company is written as soon as its visit is matched. Sales can act while the buyer is still looking. Its buying-intent score is refreshed later, as return visits add up. The record you already have is updated, not replaced.
The same connection works the other way too. The buyer types in your CRM shape the questions we track. So we measure you against buyers who actually close.
Frequently Asked Questions
Questions about sending AI leads to your CRM
HubSpot today. Pipedrive, Attio and Zoho are coming soon.
No. Each company is checked against your existing records first. A company you already have gets the AI details added, not a second record.
Yes. You can send companies above a buying-intent level, from certain questions, or of a certain size.
Ultimate, and the Agency plan per client workspace. It comes with visitor identification.
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