CRM Enrichment Guide
Enrich your HubSpot or Salesforce records with benefits intelligence data.
How CRM matching works
Connect HubSpot or Salesforce in the Hillwinds web app (Settings → Integrations). After the initial sync, Hillwinds matches your CRM companies to its dataset by domain and EIN. Matched records get crm_status: ["hubspot"] or ["salesforce"] (or both).
CRM connections are per-user today. The crm_status filter requires an API key owned by a user with CRM context. Keys without a user-scoped CRM context receive a 400 VALIDATION_ERROR with issue crm_context_required instead of an unfiltered result.
Pattern: Domain-based enrichment
For each company record in your CRM:
- Extract the website domain
- Call
GET /v1/companies/lookup?domain={domain}&mode=full - Map the response fields to your CRM properties
- Optionally pull personnel:
GET /v1/personnel?lead_type=company&company_eins={ein}&has_email=true
Pattern: Batch enrichment
- Export your CRM company list with domains
- For each batch, call
GET /v1/companies?domain={domain}&mode=full - Or use the CSV export:
GET /v1/companies/export.csv?states=CA&industries=Hospitals
Recommended fields to sync
| CRM Field | API Field | Tier |
|---|---|---|
| Employee Count | total_number_of_employees | Basic |
| Industry | company_industry | Basic |
| Renewal Month | renewal_month | Advanced |
| Annual Premiums | total_premiums | Advanced |
| Current Broker | primary_broker | Advanced |
| Funding Status | self_funded_or_fully_insured | Advanced |
| Change Signals | signals | Advanced |
Filtering by CRM status
To find companies NOT already in your CRM:
GET /v1/companies?states=CA&crm_status=not_in_crm&industries=HospitalsKeys are issued by our team, not a signup form. Book a 25-minute walkthrough and you'll leave with sandbox and live credentials.