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Ask Ari to check a list against your CRM, and every row shows whether it’s already there, who owns it and what happened last. That stops two reps calling the same account, and puts the history in front of you before you dial. You will end up with: a CRM Match column on the table, plus any CRM columns you asked for, such as owner or last activity, filled from your real CRM. Before you start: HubSpot or Salesforce connected. Matching and CRM columns are free. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats.

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Steps

1

Match the list

Ari checks every row and fills the CRM Match column. For people it tries the LinkedIn URL, then email, then name at the company, then email domain. For companies it tries the website, then the company name. If you have two CRMs connected, name the one you mean.
2

Read the result honestly

A row can be matched, not found, or could not verify. “Could not verify” means the check itself failed, for example because the CRM was busy, and the row says why. Salesfinity never reads a failed check as “not in the CRM”.A row with nothing to match on says so. A person with no LinkedIn URL, no email, and no name plus company reads “Needs email or LinkedIn to verify”. A company with no website and no name reads “Needs a domain to verify”.
3

Bring the CRM history alongside

Any table with CRM matches can carry CRM columns. They’re read row by row, and they’re free.
Owner, last activity, next activity, pipeline, deal stage, open deals, loss reason, tasks, recent activity and notes.
Owner, last activity, next activity, recent activity, an email summary, tasks and open deals.
4

Pull any CRM field

Any standard or custom field in your CRM can become a column. Name the field in your own words and Ari finds it.If the field doesn’t exist, Ari says so instead of inventing one.
5

Act on the split

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Why “could not verify” matters

Ari checks one row at a time against your CRM’s own search. A check that failed is kept apart from a check that found nothing. That’s how Ari can say “could not verify” instead of a wrong “not there”. CRM columns show exactly what is in your CRM at that moment.

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Prompts to try

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You’re done when

  • Every row reads matched, not found, or could not verify, with nothing left unchecked.
  • Rows owned by a teammate are removed or clearly marked.
  • The owner and last activity sit beside each account you plan to call.

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Next steps

Re-engage closed-lost accounts

Start from the CRM instead of matching to it.

How data moves to your CRM

What happens after you dial a CRM-matched contact.