Frequently Asked Questions

What properties should I create for CRM and marketing automation integration?

To maximize the value of your data, be sure to capture all the critical fields in your CRM/marketing automation software

Timely and contextually appropriate response is an important part of unlocking the maximum value from your intent data investment. We provide extensive detail in our lead reporting and suggest that you create the following fields (properties) in your database so that the integration can provide all the details for your marketing and sales follow up.

The required fields (many of which will already exist) include:

  • First Name
  • Last Name
  • Job Title
  • Email
  • Telephone
  • Twitter Handle
  • LinkedIn Profile URL
  • Source (more here)
  • Trigger (more here)
  • Company Name
  • Company URL
  • Company City, State, Country
  • Headquarters City, State, Country
  • Company Size
  • Company Industry