See all playbooks

Enrich and action on prospects directly from SFDC and HubSpot

Go from CRM to pipegen in seconds.

Teams:

Sales

Sources:

Salesforce logoSalesforce

On this page

Getting started

Sales reps often live in their CRM. It’s generally the single source of truth sales managers and Ops leaders want them glued to.

Reps can hop back and forth between their CRMs, various data sources, and sales execution platforms to enrich prospects, research accounts, and take action. Or they can do all of the above in Salesforce and HubSpot, minus all the tab hopping.

In this playbook we’ll show you how to enrich contacts and accounts directly from your CRM, get full context for every prospect and company, and action on them, all without ever switching screens.

What you’ll need

Common Room

This is how we’ll access insights and actions for every contact and account without leaving our CRM.

Chrome Extension

This is how we’ll enrich, prospect, and personalize on the fly. Check out our docs for step-by-step directions on how to activate the Common Room Chrome Extension.

CRM

We’ll use Salesforce in this example. Check out our integration docs for step-by-step directions on how to connect CRMs like SFDC and HubSpot to Common Room.

Step 1: Add and enrich contacts and accounts via Chrome Extension

Let’s say we’re an AE or SDR.

We want to be able to access all of the customer intelligence in Common Room whenever we’re active in our CRM, as well as enrich or action on contacts and accounts on the fly.

Once our Common Room Chrome Extension is activated, we can do all of the above, all from the same tab.

Chrome Extension

Common Room’s Chrome Extension brings your buyer intelligence where you work, including SFDC, HubSpot, and LinkedIn. Our extension enables you to enrich, research, and automate action on contacts and accounts outside of Common Room.

Let’s start with enrichment.

If we come across a contact or account in SFDC that isn’t currently tracked in Common Room, we can run them through our identity resolution and waterfall enrichment engine—Person360™— with the press of a button.

All we’d do is select Add and enrich contact from our extension.

AI-powered identity resolution and waterfall enrichment

Common Room’s out-of-the-box identity and enrichment engine uses machine learning models to automatically deanonymize contact and account activity, merge cross-channel signals into unified profiles, and fill in the blanks with rich contextual data.

Now that the prospect or company has been added, Common Room will automatically create a unified profile for them that we can access at any time inside of Common Room or outside of it using our Chrome Extension.

These profiles give us key information on every contact and account, like industry, size, capital raised, ARR, names, job titles, work histories, email addresses, phone numbers, cross-channel signals, and more.

Step 2: Access Common Room intelligence via Chrome Extension

Let’s say we’re looking through our SFDC instance and want more context on a contact or account.

We’d simply pull up our Chrome Extension to access their Common Room profile from the same screen.

Every data point and buying signal associated with this prospect or company is right at our fingertips, including web visits, product usage, social engagements, open-source activity, job changes, job listings, news items, and much more.

AI-powered signal capture

Common Room’s AI-powered signal capture automatically fetches contact, account, and activity data from your first-, second-, and third-party data sources. Our machine learning algorithms process this data and turn it into structured outputs for team members to access, analyze, and action on.

We can see lead and account scores, which segments the prospect or company is part of, and other key details at a glance.

AI-powered lead and account scoring

Common Room’s signal-based scoring creates contextual lead and account scores based on machine learning-enriched fit and behavioral data. Scores—and the context behind them—are refreshed daily using your custom rules, parameters, and weighting.

Step 3: Action on contacts and accounts via Chrome Extension

We can take action on contacts and accounts in our CRM directly from our Chrome Extension.

That includes adding prospects and companies to segments and sending contacts to specific outbound sequences.

We can even generate an AI message snippet to use in outreach directly from our extension.

Data and signal activation agent

RoomieAI Activate crafts highly personalized, highly relevant messaging for every contact in real time using retrieval augmented generation. Send or sequence messaging with a single click or automate outreach from end to end.

Wrapping up

Now you know how to enrich, research, and action on contacts and accounts in your CRM using the full power of Common Room, no tab hopping required.

Want to see a playbook on a different topic? Get in touch.

I'm in! Where do I start?

See Common Room in action or start for free.