How Small and Mid-Sized Businesses (SMBs) Use Analyze360® with Salesforce, HubSpot, Zoho, Pipedrive, Freshsales, and Other CRMs

Learn how small and mid-sized businesses (SMBs) use CRM Integration with Analyze360® to connect their CRM data—from Salesforce, HubSpot, Zoho, Pipedrive, Freshsales, nonprofit CRMs like Bloomerang and Raiser’s Edge NXT, and even “home-spun” CRMs kept in Excel or Google Sheets—for enriched segmentation, smarter targeting, and better campaign performance.

Why CRM Integration with Analyze360® Delivers Better Results

Your CRM—or for Marketing/Ad agencies, your client’s B2C CRM—contains valuable customer and lead data, but it’s often incomplete, outdated, or too generic to enable precise targeting.

Exporting contacts from platforms like Salesforce, HubSpot, Zoho, Pipedrive, Freshsales, and others into Analyze360® lets you:

• Enrich records with 360° demographic and behavioral insights
• Segment based on real-world behaviors and motivations
• Target precisely across email, social, direct mail, phone, and SMS
• Boost campaign performance while cutting wasted ad spend

The goal is simple: turn raw contact data into enriched, segmented audiences ready for high-performing campaigns. Whether you’re nurturing leads or launching a campaign, this process helps you do it with precision — and results you can measure.

General Workflow — CRM Integration with Analyze360®

No matter which CRM you use, the path to smarter segmentation with Analyze360® starts with the same simple process:

1. Prepare Your Data (Optional but Recommended): Data cleaning isn’t mandatory, but it can improve enrichment accuracy. If time allows:

• Remove duplicates and inactive records
• Ensure four essential fields are present: First Name, Last Name, Street Address, and ZIP Code (City and State are helpful but not required)
• Add optional fields—such as email, phone, or household income—if available, to enhance matching and segmentation

2. Export from Your CRM: Use your CRM’s export tool to download your contact or lead list as a CSV file. Most platforms—including Salesforce, HubSpot, Zoho, Pipedrive, Freshsales, popular nonprofit CRMs like Bloomerang and Raiser’s Edge NXT, and even home-spun CRMs managed in Excel or Google Sheets—support list-based exports with field customization.

3. Upload to Analyze360®

• Log in to your Analyze360® dashboard
• Click Upload a Dataset and select your CSV file. Only .csv files are supported. Enterprise users may also use the API for automated uploads
• The system will validate, enrich, and segment your contacts using proprietary behavioral and demographic data
• Within minutes, you’ll receive a downloadable report and segment insights ready for campaign use

This repeatable workflow turns your CRM data into a strategic asset—fueling smarter targeting across email, social, direct mail, phone, and SMS.

Note: Platform interfaces and feature sets may change over time. Always refer to the provider’s official documentation for the most current instructions before launching your campaign.

CRM Export Comparison for CRM Integration with Analyze360®

Salesforce Integration

Salesforce offers multiple export options — choose the one that fits your list size and frequency needs.

Before You Export:

Make sure your dataset includes the four required fields for Analyze360®: First Name, Last Name, Street Address, and ZIP Code. Email and phone are optional but can improve matching. Data cleaning is optional but recommended — remove duplicates or inactive records if time allows.

Option 1: Salesforce Reports (Best for quick, targeted lists)

1. Go to Reports → New Report.
2. Select Contacts & Accounts (or your custom contact report type), then Start Report.
3. Apply filters (e.g., “All Time” date range) to capture relevant records.
4. Add the required fields plus any optional ones you need.
5. Run the report and Export → Details Only to get a clean CSV.

Option 2: Data Loader (Best for large or automated exports)

1. Install Salesforce Data Loader.
2. Log in with your credentials and select Export.
3. Choose Contacts or Leads, select fields, and run the export.
4. Download the CSV file.

Option 3: Data Export Wizard (Best for scheduled or bulk backups)

1. From Setup, search for Data Export.
2. Choose Export Now (manual) or Schedule Export (weekly/monthly).
3. Select the objects you need — usually Contacts, Leads, or Accounts.
4. Download the ZIP when Salesforce emails you the link.

Tips for Best Results with Analyze360®

• Focus on essential objects and fields to keep files lean.
• Use Reports for smaller, ad-hoc lists; Data Loader or Export Wizard for large or recurring jobs.
• Always double-check your CSV formatting before uploading to Analyze360®.

HubSpot Integration

Before You Export: Include the four required fields for Analyze360® — First Name, Last Name, Street Address, and ZIP Code. Email and phone are optional but helpful. Data cleaning is optional but recommended — remove duplicates or incomplete records if time permits.

Export Process (Quick Steps)

1. In HubSpot, go to Contacts or Lists.
2. Choose or create the view/list you want to export — apply filters for lifecycle stage, owner, campaign, or custom properties.
3. Export:

• In Contacts, click Export (top right).
• In Lists, hover over the list name → More → Export.

4. Choose CSV as the file format.
5. Select properties: either “All properties in view” or manually choose fields.
6. Click Export — HubSpot will email a download link. Large lists may arrive as a ZIP or multiple CSV files.

Tips for Best Results

• Use Inclusion Lists for MQLs, recent signups, or geographic segments.
• Keep fields lean — only the essentials for enrichment.

Zoho CRM Integration

Before You Export: Make sure your list includes the four required fields — First Name, Last Name, Street Address, and ZIP Code. Optional fields like email and phone can improve matching. Data cleaning is optional but recommended — remove duplicates or inactive records if time allows.

Export Process (Quick Steps)

1. Go to Setup → Data Administration → Export.
2. Click Start an Export.
3. Select the Contacts module (or other relevant module).
4. Choose a Custom View (e.g., “Recently Created” or filtered list).
5. Select fields — required ones plus any optional ones you want.
6. Click Export — download the CSV from your Export History.

Record Limits

• Up to 200,000 records per module export.
• Reports: 50,000 detailed rows or 2,000 formatted rows.
• Break large exports into batches by date or segment if needed.

Tips for Best Results

• Filter first to focus on high-value segments.
• Include only essential columns for enrichment.
• Open the CSV to verify formatting before uploading to Analyze360®.

Pipedrive Integration

Before You Export: Include the four required fields for Analyze360® — First Name, Last Name, Street Address, and ZIP Code. Optional fields like email and phone can improve matching. Data cleaning is optional but recommended — remove duplicates or inactive records if time permits.

Export Process (Quick Steps)

Option 1: Filtered Export (Manual)

1. Go to People in the left sidebar.
2. Apply filters for the exact group you want (e.g., “Qualified Leads,” region-specific).
3. Click the three-dot menu (…) → Export filter results.
4. Choose CSV, export, and download the file.

Option 2: Full Export (Admin)

1. Go to Tools and apps → Export data. (Requires admin access.)
2. Select the entity (People, Organizations, Deals) and choose CSV.
3. Download the ZIP from your export history.

Tips for Best Results

• Export only fields needed for enrichment to keep files small.
• Use filters to focus on high-value segments.
• If you’re not an admin, coordinate with one for bulk exports.
• Open the CSV before uploading to confirm formatting and completeness.

Freshsales Integration

Before You Export: Include the four required fields for Analyze360® — First Name, Last Name, Street Address, and ZIP Code. Optional fields like email and phone can improve enrichment. Data cleaning is optional but recommended — remove duplicates or stale records if time allows.

Export Process (Quick Steps)

Option 1: Export a Report (Best for targeted lists)

1. Go to Reports and choose a category (Contacts, Leads, Accounts, or Deals).\
2. Filter the report and select the fields you need.
3. Click Export as CSV.
4. Limits: 25,000 records for manual exports; 10,000 for scheduled reports.

Option 2: Full Data Export (Admin only)

1. Go to Admin Settings → Account Settings → Export Data.
2. Choose timeframe and record types.
3. Export and download the ZIP from the email link.
4. Limits: 5 exports/day; 1 full export/day.

Option 3: Free Plan

1. Go to Admin Settings → Account → Export Data.
2. Download the CSV from the email link.

Tips for Best Results

• Use reports for smaller, focused lists.
• Break up large lists by date range or segment.
• Open and verify your CSV before uploading to Analyze360®.

Nonprofit CRM Integration

Before You Export: Include the four required fields for Analyze360® — First Name, Last Name, Street Address, and ZIP Code. Optional fields like email and phone can improve matching. Data cleaning is optional but recommended — remove duplicates or outdated donor records if time allows.

Export Process (Quick Steps)

1. Open your nonprofit CRM — such as Bloomerang, Raiser’s Edge NXT, DonorPerfect, EveryAction, or Virtuous.
2. Navigate to the Export or Reports section.
3. Filter your list for the desired donor or volunteer segment.
4. Select the required fields plus any optional enrichment fields.
5. Export as CSV and download the file.

Tips for Best Results

• Export active donors or volunteers to focus outreach.
• Use giving history or engagement level as filters before export.
• Open the CSV before uploading to ensure field headers match Analyze360® requirements.

Post-Upload: Launching Campaigns

Once your CRM data has been enriched and segmented in Analyze360®, it’s ready to deploy across your highest-performing marketing channels.

How to Use Your Enriched Lists Across Channels

How It Works

• Email & SMS: Nurture warm prospects via email; use SMS for urgent or time-sensitive asks.
• Social & Direct Mail: Match messaging to life stage or interests using behavioral insights.
• Phone Outreach: Focus on contacts most likely to convert.
• Loop Back: Import campaign results (opens, clicks, conversions) into Analyze360® for smarter targeting next time.

📌 For a detailed channel-by-channel guide, visit:
https://www.analyzecorp.com/documentation/how-to-use-analyze360-prospect-lists-across-5-key-campaign-channels/

Final Tips: Get the Most from Analyze360®

• Optional but Recommended Cleaning: Remove duplicates, fill missing addresses, archive stale leads before upload.
• Align Field Names: Use consistent headers (e.g., “First Name,” “ZIP Code”) for faster processing.
• Test First: Upload a small list to validate results before scaling.
• Loop Back Outcomes: Use campaign results to refine future segmentation.
• Seek Support: Contact your Analyze360® rep or visit analyzecorp.com/contact-us for help with data prep or automation.