Supercharge Your CRM with Humantic AI Integration

Table of Contents

1. Introduction
2. Integrating Humantic AI with Outreach
   • 2.1 Logging in to Humantic AI
   • 2.2 Updating Custom Fields in Outreach
   • 2.3 Connecting Humantic AI with Outreach
   • 2.4 Analyzing Historical Data
3. Checking Prospect Data in Humantic AI
4. Integrating Humantic AI with Salesforce CRM
   • 4.1 Logging in to Humantic AI
   • 4.2 Updating Custom Fields in Salesforce
   • 4.3 Connecting Humantic AI with Salesforce
   • 4.4 Analyzing Historical Data
5. Conclusion

🤝 Integrating Humantic AI with Outreach

In today's digital landscape, integrating artificial intelligence (AI) tools with customer relationship management (CRM) platforms is crucial for businesses to streamline their sales and outreach processes. In this article, we will explore how to integrate Humantic AI with Outreach, a popular CRM platform. By leveraging the power of Humantic AI, you can enhance your outreach efforts and gain valuable insights into your prospects' personalities.

2.1 Logging in to Humantic AI

Before we get started, let's first log in to our Humantic AI account. Open your preferred web browser and visit the URL account.humantic.ai. Enter your credentials and click on the login button to access your account.

2.2 Updating Custom Fields in Outreach

To successfully integrate Humantic AI with Outreach, we need to update three custom fields within Outreach. These fields should be updated by an outreach admin account. Login to Outreach with your admin access and navigate to the settings section. Under system config, locate the option called "prospect" and click on "custom fields". Here, you will find the three required custom fields: disk type, big five, and Humantic profile. Copy and paste these fields exactly as they are in Humantic AI. Make sure to save your changes.

2.3 Connecting Humantic AI with Outreach

Now that we have updated the necessary custom fields in Outreach, we are ready to connect Humantic AI with Outreach. On the Humantic AI platform, go to the "Summary" page and scroll down to the integrations section. Click on the "Connect Now" button next to Outreach. This will initiate the integration process.

2.4 Analyzing Historical Data

Before authorizing the integration, you have the option to analyze any historical data already Present in your Outreach account. You can specify the number of profiles or select a date range for the analysis. If you prefer not to analyze historical data, you can leave the fields empty. Once you have made your selection, click on the "Authorize" button to complete the integration process. Congratulations! Your integration is now complete.

3. Checking Prospect Data in Humantic AI

After the integration is complete and the analysis has been performed, you can seamlessly check the prospect data in Humantic AI. Simply click on the corresponding prospect to access the information. You will be able to see the disk type, Humantic profile, and the big five personality traits associated with each prospect. This crucial information will empower your sales team to personalize their outreach efforts and tailor their messaging accordingly.

4. Integrating Humantic AI with Salesforce CRM

In addition to integrating Humantic AI with Outreach, you can also integrate it with Salesforce CRM. This powerful integration offers a wide range of benefits to enhance your sales and customer management processes.

4.1 Logging in to Humantic AI

To begin the integration process with Salesforce CRM, log in to your Humantic AI account by visiting account.humantic.ai. Ensure that you have your login credentials ready.

4.2 Updating Custom Fields in Salesforce

Similar to the Outreach integration, we need to update the custom fields in Salesforce. Login to Salesforce with an admin account and navigate to the settings section. Under "App Setup," you will find two options: "Leads" and "Contacts." Open both options and add the same custom fields: disk type, big five, and Humantic profile.

4.3 Connecting Humantic AI with Salesforce

Once the custom fields have been updated in Salesforce, go back to your Humantic AI account. Scroll down to the integrations section and click on the "Connect Now" button next to Salesforce. This will initiate the connection process between Humantic AI and Salesforce.

4.4 Analyzing Historical Data

Just like in the Outreach integration, you have the option to analyze historical data in Salesforce. Specify your filters for leads and contacts, or leave them empty if you prefer not to analyze historical data. Once you have configured your settings, click on the "Authorize" button to complete the integration. Your Humantic AI and Salesforce CRM integration is now complete.

5. Conclusion

Integrating Humantic AI with your CRM platforms, such as Outreach and Salesforce, provides valuable insights into your prospects' personalities and enhances your sales and outreach efforts. By utilizing the power of AI, you can personalize your interactions, improve customer engagement, and ultimately drive more conversions. Embrace the capabilities of Humantic AI and unlock new opportunities for your business.

Highlights:

• Learn the process of integrating Humantic AI with Outreach
• Understand the steps to update custom fields in Outreach and Salesforce
• Discover how to analyze historical data for better prospect insights
• Leverage the power of Humantic AI to personalize your outreach efforts
• Gain valuable insights into prospects' personalities through Humantic AI integration with Salesforce CRM

FAQs:

Q: Can I integrate Humantic AI with other CRM platforms? A: Currently, Humantic AI supports integrations with Outreach and Salesforce CRM. However, the platform is continuously expanding its integration capabilities, so stay tuned for future updates.

Q: How does analyzing historical data benefit my sales efforts? A: Analyzing historical data allows you to understand patterns, preferences, and trends among your prospects. This information enables you to tailor your outreach strategies and improve your chances of success.

Q: Does Humantic AI provide any training or support for integrating with CRM platforms? A: Yes, Humantic AI offers comprehensive documentation and support materials to guide users through the integration process. Additionally, their support team is readily available to assist with any questions or issues you may encounter.

Q: Can I use Humantic AI's integration features for existing prospect data? A: Yes, once the integration is complete and the historical data is analyzed, you can access and utilize the prospect data stored in Humantic AI. This includes personality traits, disk types, and other valuable insights.

Resources:

• Humantic AI
• Outreach
• Salesforce CRM