Competitor Monitoring shows you which accounts are engaging with your competitors. Connecting your CRM adds your own history with each of those accounts, right in the table.
- Account status. See whether each account is a current customer, has an open deal, was closed-lost or disqualified, or is net-new to your CRM.
- Deal details. See the stage, amount, owner and close date of the latest opportunity.
- Outreach history. See whether your team has reached out and whether anyone replied, along with a summary of recent emails, calls and meetings.
- Filter by owner. Show just your accounts by filtering on account owner or deal owner.
- Custom fields. Add your own CRM fields, like Industry or Segment, as columns and filters.
- Results. Track the meetings and opportunities created after a competitor signal.
- Go to Settings → Integrations and click Connect next to HubSpot or Salesforce.
- Log in and approve access. You'll need to be a HubSpot Super Admin or a Salesforce Admin, or a user with equivalent permissions.
Once you're connected, CRM data will show up in the Competitor Monitoring table after the next sync.
Salesforce:
with tasks:
See this doc for how we handle your CRM data.