No matter which CRM you choose to integrate with, the overall process for connecting it to Specter is the same. In this guide, we'll use Attio as an example to walk you through these steps—from enabling the integration, to mapping fields, to syncing your data. If you’re using a different CRM, simply follow the same steps and adjust any field or menu names according to that system’s interface.
Settings
Step 1: Enable the Integration
Go to Integrations
In your Specter account, navigate to the Integrations section.Select Your CRM
Find the CRM you want to connect and switch it On
3. Authorize and Connect
Follow any on‐screen instructions to authorise Specter’s access to your CRM.
For example, you might need to log in or grant permissions through an OAuth flow.
When finished, click Connect (or the equivalent) to confirm.
3. A pop-up window will then appear asking you to Choose and account with which you'd like to connect. Select the relevant account, then click Confirm.
4. Once this successfully connects, you will be redirected to the Specter Integrations page to configure your integration.
Step 2: Configure Push Settings
This is where you specify exactly what data from Specter should go to your CRM. The following steps are almost identical for Companies, People, Talent Signals & Strategic Signals. Note: if you want to push People DB data, you need to configure People. If you want to push Talent Signals, configure Talent Signals.
We will use Companies for this example.
Select “Configure Push”
In the integrations menu, click Configure Push.
Choose the Record Type
Select Companies/Organisations (or whichever record type you want) from the dropdown. CRMs often categorise data differently; selecting the correct type ensures you don’t create confusion or duplicates.Match Company Domains
To ensure Specter companies map to the correct domains, select the Domain field from the dropdown. If the domain field is not yet cached, you may need to add it first (For People/Talent Signals, this will be LinkedIn URL).Decide on New Record Creation
If Specter detects a record that doesn’t exist in your CRM, do you want it to create a new one automatically? Choose Yes or No.Why: Some teams prefer only to enrich existing entries; others want brand‐new records created automatically.
If Skipped: You might unintentionally flood your CRM with unwanted new records or miss out on valuable data for new prospects.
5. Select which Fields to Push
Choose which Specter fields (e.g., domain, company name) to send over to your CRM. Keep in mind that Domain is set as the primary field for matching records. Make sure each Specter field lines up with the correct field in your CRM—otherwise, you could encounter mapping errors or missing data.
Below is a list of potential fields you can push from Specter to your CRM (Domain is always first by default):
6. Optional: Assign to a List or Group
Some CRMs allow you to add records to specific lists or pipelines. If you want new or updated records to go into a particular list, select it here.
7. Save Mapping.
Once you've completed configuring your Push Settings for Companies, People, Talent Signals & Strategic Signals, you can click 'Continue'.
Step 3: Sync Your Companies
Configure Sync
After setting up the push, click Configure Sync & choose which record type should sync from Specter (e.g., Companies) as well as the frequency of the sync.
2. Save & Sync
Save your selections, then click Sync Now to begin the transfer. This forces an immediate data push, which is handy for testing or on-demand updates.
3. Acknowledge Any Warnings
If you see a notification about data changes, review and confirm to continue.
4. Verify Sync Completion
Once syncing finishes successfully, click Continue.
5. Review Integration Activity
You’ll see a summary of what was synced. Click Continue again when you’re ready.
6. Complete Setup
Finally, click Complete Setup. Your CRM integration is now live.
Step 4: Manage Integration
Your Specter <--> CRM integration should now be fully configured. You can repeat the same steps for other record types (People, Signals, etc.) as needed. Once you've completed your setup, you will be taken back to main integration page where you can:
Check Sync History
Configure Push Settings
See Scheduled Enrichments
View Integration Activity
Features
Push a single signal
In the top righthand corner of every signal on Specter, you will now see a small button with your CRM logo. When you click on this, you will be adding this individual signal to your CRM.
Push results from a Search
At the top of any Saved Search, you will see the 'Add to Attio' button, which allows you to take the resulting signals from your filtered criteria, and push them in bulk to your CRM.
Note that this push will be limited to the first 1000 results of the search, as this isn't designed to be used for bulk enrichment, but rather to send multiple signals from a defined search to your CRM. If you would like to explore options to send more signals from a search at a time, please get in touch with your preferences and feedback.
Push results from a List
You can take signals from a given List in Specter, and push them in bulk to your CRM as well. Simply click the 'Add to Attio' button in the top righthand corner of the page
Schedule Enrichments from Saved Searches/Lists
You can also schedule enrichments to push updates in Saved Searches to your CRM. Here's how to do this:
Go to your Saved Searches, clicking on the 3 dots next to the name of the Saved Search.
Click Schedule Enrichment
3. Choose which updates from this search should be automatically pushed to your CRM.
Once this is done you can easily see which updates from the search will be automatically pushed to your CRM by checking if you're subscribed.
You can also check when your next scheduled enrichment is by clicking on the CRM logo next to the Saved Search (The CRM logo will only show up next to Saved Searches that you've scheduled enrichments for).
You can also check your active Scheduled Enrichments in the main Integration Hub.
View Companies in your CRM on Specter
Click on My CRM on your Specter Dashboard to view all the companies from your CRM in the Specter Platform.
Troubleshooting & Common Pitfalls
Duplicate Records
Cause: Improper field mapping or failing to choose the correct “Create new records” setting.
Solution: Revisit the “Configure Push” settings and verify your identifying fields (domain/email).
Data Not Appearing in CRM
Cause: Integration not authorised, or key fields not selected to push.
Solution: Double-check that you gave Specter permission in the CRM and that you’ve mapped essential fields.
Stale Data
Cause: Not enabling recurring enrichment or forgetting to manually sync.
Solution: Turn on scheduled enrichments or run manual syncs regularly.
Overwrite Issues
Cause: Forcing a sync without reviewing warnings, especially if your CRM has a different naming convention or field structure.
Solution: Confirm your push settings carefully and keep backups of critical data before major changes.
Final Notes
Keep Your CRM Credentials Up to Date: If your CRM session or API token expires, Specter can’t sync.
Review Activity Logs: Stay informed about what records have been enriched or created.
Ask for Help: If something doesn’t look right, reach out to our support team or consult your CRM’s documentation.
By following these steps, you’ll ensure a smooth integration process that keeps your CRM and Specter aligned—boosting productivity, reducing errors, and giving you a clear view of your data.