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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 per row from your real CRM. Before you start: HubSpot or Salesforce connected. Matching and CRM columns are free.

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Steps

1

Match the list

The companion matches every row and fills the CRM Match column. For contacts it tries LinkedIn URL, email, name at the company, and email domain, in that order. For accounts it matches on website. Name the CRM when you have two connected; otherwise both are searched and a fault in one can muddy the answer from the other.
2

Read the result honestly

A row can be matched, not found, or could not verify. The last one means a lookup failed, for example a rate limit, and is labeled with the reason. Salesfinity never reads a failed lookup as “not in the CRM”.
3

Bring the CRM context alongside

Any table with CRM matches can carry CRM columns. These are read per row and are free.
Available account columns: owner, last activity, next activity, pipeline, deal stage, open deals, loss reason, tasks, recent engagement, and notes. Contact columns: match, owner, engagement, and an email summary.
4

Pull a specific CRM field

Any standard or custom property in your CRM can become a column. Say the field in your own words and the companion finds the matching property in your portal’s schema.
If the property does not exist, the companion says so rather than inventing one.
5

Act on the split

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What happens behind the scenes

Matching runs against the CRM’s own search, one row at a time, with the lookups that fail recorded separately from the lookups that found nothing. That distinction is what lets the companion say “could not verify” instead of “not there”. CRM columns come from the record’s associations and properties, so what you see is exactly what is in the portal at that moment.

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Prompts to try

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Next

Re-engage closed-lost accounts

Start from the CRM instead of matching to it.

Integrations: how data moves

What happens after you dial a CRM-matched contact.