Help Sales prioritize outreach with Dreamdata's Engagement Score in your CRM

Learn how to sync Dreamdata's Engagement Score with your CRM so your sales team can prioritize the right accounts and focus their outreach on the companies showing the highest intent.

Supplementary Guide

These steps allow you to replicate the analysis. For context and more examples, we recommend you watch the video above.

Step 1: Customize Your Engagement Score

1. In Dreamdata, navigate to Activation Hub > Signals.

2. Here you can view your existing signals or create new ones.

3. To create a new signal, you have two options:

   • Create one manually based on what you already know about your customer journeys.

   • Use the AI Agent to scan your data and surface the signals that are impacting your pipeline at different stages.

4. To use the AI Agent, click on AI Signal and use the toggle to focus on the funnel stage most relevant to you (early, mid, or late stage).

5. Review the suggested signals and select the ones you want to include in your Engagement Score.

6. Click Activate on the signal, then check Include this signal in the Dreamdata Engagement Score and click Save.

7. Allow up to 24 hours for the Engagement Score to update and reflect the new signal.

Step 2: Sync the Engagement Score to your CRM

1. In the Activation Hub, navigate to Syncs.

2. Scroll down to the CRM section and select either HubSpot or Salesforce.

3. Choose which objects you want to sync. You can send both company and contact level data and toggle each on or off as needed.

4. Click Edit Actions to configure your field mapping. For each Dreamdata field you want to sync, create a corresponding new property in your CRM.

5. Fields worth syncing include the Engagement Score, active signals, audience memberships, and optionally a direct link to the company journey in Dreamdata.

6. A couple of things to keep in mind before saving:

   • Always create new property fields in your CRM rather than reusing existing ones, as data syncs cannot be undone.

   • Dreamdata will only update the fields you have mapped. It will not create or delete any records in your CRM.

7. Once your mapping is configured, click Save.

8. Allow up to 24 hours for the first sync to complete. After that, it updates automatically every day when Dreamdata's data model runs.

Step 3: Build lists in your CRM

1. In HubSpot (or Salesforce), navigate to your segments or lists.

2. Create a new segment and add a filter for Engagement Score greater than 0.75 (equivalent to 75%) to surface your most engaged accounts.

3. Customize the columns in your segment view to include relevant fields such as Signals over the last 30 days so sales reps can quickly understand why an account has a high score and personalize their outreach accordingly.

4. Use the synced fields to build additional lists, audiences, reports, dashboards, or automated workflows directly within your CRM.

Conclusion:

By syncing Dreamdata's Engagement Score and signals directly into your CRM, your sales team gets everything they need to prioritize and personalize their outreach without having to log into multiple platforms.

The result is a simpler, more focused workflow where sales can quickly identify the highest intent accounts and act on real, first-party data to drive more meaningful conversations.