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RevOps: Enrich Your CRM with Intent Data

RevOps: Enrich Your CRM with Intent Data

The problem

Your CRM has thousands of company records, but most are missing behavioral data. You know who’s in your database, but not who’s actively engaged. Marketing campaigns go to everyone equally, and sales priorities are based on guesswork.

The Evident approach

Use Evident to add visit intent data to your CRM records — so your team knows which accounts are warm, which are cold, and which deserve immediate attention.

Setup

Step 1: Connect your traffic source

Set up Amplitude or CSV ingestion so Evident has a continuous flow of enriched IP data. See Quickstart.

Step 2: Connect your CRM destination

Connect Evident to your CRM:

  • HubSpot — Evident creates or updates Company records when a matched organization is identified. Intent signals (event count, last seen, trend) are written as custom properties.
  • Salesforce — Evident exports enriched accounts as Account records or custom objects.

Step 3: Define sync rules

Decide which accounts to sync and what fields to write:

  • Sync only accounts above a confidence threshold (e.g., ≥ 0.7) to keep CRM data clean
  • Map Evident fields to your CRM schema: company name, domain, industry, country, event count, last seen, trend
  • Set update behavior: create new records for net-new companies, or only update existing records

Enrichment fields for CRM

Evident field Suggested CRM property Use
Business name Company name Record identification
Domain Website / domain Deduplication
Industry Industry Segmentation
Country Country Territory routing
Event count evident_event_count Intent scoring
Last seen evident_last_seen Recency scoring
Trend evident_trend Prioritization
Confidence score evident_confidence Data quality flag

Using intent data for scoring and routing

Once Evident data is in your CRM, you can:

  • Update lead scores — boost score for accounts with high event counts or upward trends
  • Trigger sequences — enroll accounts in a sales sequence when evident_event_count crosses a threshold
  • Route to sales — auto-assign high-intent accounts to the right rep based on industry or territory
  • Re-engage churned accounts — alert when a former customer starts visiting again

Keeping data fresh

Evident’s Amplitude sync or scheduled CSV uploads keep the CRM enrichment current. Set a cadence that matches your sales motion — daily for fast-moving pipelines, weekly for longer cycles.

Tips

  • Use confidence scores as a data quality gate. Only write records with confidence ≥ 0.6 to avoid polluting your CRM with low-reliability matches.
  • Don’t create contacts — only companies. Evident identifies organizations, not individuals. Creating Contact records from Evident data risks writing records without a real person behind them.
  • Archive stale signals. Set a cleanup rule to clear evident_event_count and evident_last_seen after 30 days of no activity, so old signals don’t mislead your team.