#dreamdatarecipes

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: View the Engagement Score in Dreamdata

  1. Navigate to Customer Journeys > Reveal in Dreamdata.

  2. Here you'll see the Engagement Score for each account, ranging from 0 to 100. The higher the score, the more engaged the account.

  3. Use the available filters to tailor the view to your needs, such as an ICP view or a specific target account list.

Step 2: Customize Your Engagement Score with Signals

  1. Go to Activation Hub > Signals.

  2. Use AI Agent to scan your GTM data. It will surface the signals that correlate with pipeline and revenue.

  3. Adjust the AI tool to focus on signals relevant to the funnel stages that matter most to you (early, mid, or late stage).

  4. Once you've identified a relevant signal, activate it and choose to add it to your Engagement Score.

  5. Repeat for any additional signals you want to include. The Engagement Score is fully customizable, so you decide what engagement looks like for your business.

Step 3: Set Up the CRM Sync

  1. In the Activation Hub, navigate to Syncs.

  2. Scroll to the bottom of the page and select either HubSpot or Salesforce.

  3. As the Engagement Score is a company level property, select company-level sync.

  4. If it's your first time, follow the on-screen instructions to complete the setup. The steps are straightforward and easy to follow.

Before completing the sync, keep these things in mind:

  • Make sure the property type matches on both sides. The Engagement Score is a numerical value, so set it up as numerical in your CRM too.

  • Always create new properties for CRM syncs, as synced values cannot be undone.

  • Save your work before exiting.

  • Allow up to 24 hours for HubSpot or Salesforce to process the data.

Once set up, the sync updates automatically every time Dreamdata's data model refreshes. You only need to do this once.

Step 4: Build Priority Lists in Your CRM

  1. In HubSpot or Salesforce, create a new Segment (list).

  2. Use the newly synced Engagement Score property as a filter. For example, filter for accounts with a score higher than 75 to surface the most engaged accounts.

  3. Use synced properties to build reports and dashboards, or set them as triggers for automated workflows, just as you would with any other native CRM property.

Conclusion

By syncing Dreamdata's Engagement Score with your CRM, your sales team gets a reliable, first-party signal to identify and prioritize the accounts that are actively engaging with your brand.

The result is smarter outreach, better use of sales resources, and a clearer picture of which accounts are truly in market, all accessible directly within HubSpot or Salesforce.