WEBVTT

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Let me now show you how you can create

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custom CRM signals for your Docal Bot.

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Under settings, Docal Bot, I'll head

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over to create signal.

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We'll scroll down until the CRM section

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in which we display all the different

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types of CRM signals that we have in

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place.

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And then I'm going to click on custom

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CRM signals.

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That's precisely the place where you're

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going to come and configure your CRM

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custom signal.

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And the whole idea behind these types of

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signals is that it allows you to tap

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into the data that only lives

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in your CRM.

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There's several different ways to use

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that signal and you can get very

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creative. As long as you have

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information in your CRM systems in the

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form of lists or reports, you should be

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able to import that type of data into

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Amplemarket with the help of this

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signal.

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I'll give you a couple of examples and

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use cases. So, for example, if you do

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have a report in your CRM system that

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shows you the inbound leads, you can now

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have that data brought into Amplemarket.

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If you also have, for example, people

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that have signed up for a product trial

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and that information is not currently in

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Amplemarket, but you do have that

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information in your CRM system,

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that's a possibility as well.

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And last but not least, a really good

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one and really useful one would be, for

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example, people that have

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scheduled a demo with you but haven't

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showed up to that demo at the scheduled

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time. So, they're a no-shows and you

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want to start re-engaging with those

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people. So, you can bring that

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information with this type of signal

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here.

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You're going to be asked to give this

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signal a name and also

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you can customize

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how this signal is going to show up in

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your Docal feed so that once we surface

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leads for you,

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you know from where it's coming from.

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And after that, you just need to choose

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if the type of information that you're

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bringing is related to contact level

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information or company level

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information.

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If it's company level information, we're

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going to start surfacing for you leads

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that are associated with this company

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here.

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In this specific case, I'm going to

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choose contact level information

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and I have my HubSpot

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CRM integrated with Inform Market.

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I'm going to choose one of those

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pre-made reports that I have.

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In HubSpot, those are called lists. As

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as long as I have a list created in

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HubSpot, then I'm going to see the

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list of all the lists created there over

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here for me to choose from.

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And if you have

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Salesforce instead of HubSpot, what you

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would see here are all the different

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reports that you have in Salesforce.

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For this specific case, I'm going to

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pick up the marketing qualified leads

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list that I have already pre-built in

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HubSpot.

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I can also add some context fields here

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if I want to.

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Uh especially if I want to use those

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fields in some of my outreach message in

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the copy that I create. If I only want

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the contact level information, that

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should already be specified in the list

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here. That should be fine.

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And then I can choose to generate the

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leads if the enrichment fails. I can

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also apply a data limit

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to to the amount of leads that are

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surfaced to me.

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And last but not least, I can start

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adding some personalization and how I

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want the messages for these type of

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signals to be created.

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So, in this case here, I'm looking

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precisely into website visitors. I'm

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going to take one of them for market

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suggestion here,

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and I'm going to give some instructions

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on how to actually create those leads.

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After this, I just need to create my

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filters so that going forward

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we're going to start surfacing leads for

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you that both match, you know,

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people that appear on some of the

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reports that you have selected over

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here,

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but also match

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all the criteria that you have put in

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the filters for the audience that you

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built.

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And then after this, you just follow the

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usual process and choose to whom you

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want to send those leads when they are

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surfaced to you in your dashboard.

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Easy and straightforward.