Integrations Overview | Charm.Io Help Center

To allow you to more easily operationalize Charm data in your day-to-day processes. Our CRM integrations will allow you to easily sync Charm data with the following CRMs:

Salesforce
Hubspot

There are 4 ways to sync Charm data with the CRMs above:

Charm Initiated Sync:

	Description	Plans
List Push	Users are able to manually push brands from a specific list in Charm to the respective CRMs. This will create any accounts or companies that do not yet exists in the CRM, or update Charm data in those which already exist. Related articles: Salesforce and Hubspot	All paid plans
Selective Enrichment	Users can select specific lists for which the Charm data for those brands will be sync-ed on a weekly basis.	All paid plans

CRM Initiated Sync:

	Description	Plans
Live Sync	Individual brands can also have their charm data refreshed in real time. This occurs whenever in your CRM: A new company is created The “Website URL” property of an existing company is updated. Making a small change to this field (e.g. adding or removing the prefix “https://”) is an easy way to get the most recent charm data for a single brand.	All paid plans
Batch Sync	This is a once-weekly refresh of all companies in your CRM account that occurs every Saturday. All companies with matching charm brands will have their charm properties updated with the latest values from the charm database. Note: the “Website URL” property is not the same as the “Company domain name” property. The “Company domain name” property will not be used to look up charm brands.	Enterprise (Unlimited) only

Charm’s CRM integration has several options that can be configured by the user on the charm account page. These settings apply to both the Hubspot and Salesforce Integration.

Is Realtime: This enables the “Live” sync mode for the CRM integrations. When disabled, CRM companies and contacts will only be enriched during the once-weekly “Batch” sync
Max Contacts: A limit on the number of contacts to enrich in the CRM account, per-brand. Can be useful to prevent the integration from creating a large number of contacts.
Job Title Keywords: A comma separated list of job title keywords. Only contacts with a job title matching at least one of these keywords (case-insensitive) will be enriched by the integration.

Find out more from other articles listed in the Integrations page including how to connect to your Salesforce or Hubspot accounts.