CRM Enrichment
The Org Enrichment apps put org charts inside HubSpot and Salesforce, next to the company and people records you already work with.
Existing contacts in the CRM are highlighted on the chart. You can import a person from The Org into HubSpot or Salesforce with Create Contact. Each new import uses one contact credit from your The Org account.
Apps
| App | Where it appears | Get started |
|---|---|---|
| HubSpot Enrichment | Contact and company record sidebars | Install HubSpot |
| Salesforce Enrichment | Org Chart tab on Account and Contact | Install Salesforce |
Install both from CRM Enrichment on The Org.
What you can do
- View the org chart for a HubSpot company / contact, or a Salesforce account / contact, without leaving the CRM
- See which people on the chart already exist in your CRM
- Create a CRM contact from The Org in one click
- Search The Org if the record does not match a company yet
These apps are CRM Enrichment. They are separate from Vision CRM sync (HubspotCrm / SalesforceCrm), which maps org-chart data into CRM fields. Enrichment OAuth uses hubspot-app and salesforce-app.
Credits
Viewing org charts in the CRM is included with your The Org subscription. Create Contact charges one contact credit per person you import. Re-importing someone your account has already paid for does not charge again.