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补全 CRM 数据,让每个客户干净且分配准确新

根据域名为每条 CRM 记录补全所属公司和公司属性数据,从而合并重复记录、平衡销售区域,并把每个客户分配给合适的销售。

适合对象: 一个负责 CRM 以及客户和线索分配规则的 RevOps 或销售运营团队。

How CRM data enrichment works

TheirStack enriches each record in HubSpot, Salesforce or any CRM from its domain with company data, such as industry, employee count, location and hiring, so duplicates show up as one company, territories stay balanced and every account reaches the right rep.

Match

Match every record to its company

TheirStack matches each record synced from HubSpot, or exported from Salesforce or Pipedrive, to a company by its domain, or by its LinkedIn page when the domain is not enough.

CRM records matched

CompanyMatch
Samsungsamsung.com on 3 records3 records, 1 company
Stripestripe.comMatched
Walmartwalmart.comMatched

Enrich

Add the company data your rules read

TheirStack adds the company's industry, size, location and hiring to each record, so your assignment rules read one clean set of fields.

Fields added to each record

AccountHiring
StripeFinancial services, 5,001 to 10,000 employees, USSales roles
SamsungElectronics, 10,001+ employees, South KoreaOperations roles
WalmartRetail, 10,001+ employees, USStore roles

Route

Route each account to the right rep

TheirStack writes the fields back to HubSpot, and to Salesforce or Pipedrive through Zapier or Make, so your routing rules send each account to the rep who owns its size, region and industry.

Assigned this week

Account · empty fields filled inOwner
StripeEnterprise, EMEA, financial servicesEMEA Enterprise
SamsungEnterprise, Asia, electronicsAPAC Enterprise
WalmartEnterprise, US, retailUS Retail
Account · fields sent through ZapierOwner
StripeEnterprise, EMEA, financial servicesEMEA Enterprise
SamsungEnterprise, Asia, electronicsAPAC Enterprise
WalmartEnterprise, US, retailUS Retail
Account · fields sent through MakeOwner
StripeEnterprise, EMEA, financial servicesEMEA Enterprise
SamsungEnterprise, Asia, electronicsAPAC Enterprise
WalmartEnterprise, US, retailUS Retail

具体场景

  • 补全入站线索数据,分配给合适的销售新

    入站线索一到达,就根据其公司数据判断是否符合 ICP,并交给负责该细分市场的销售。

    试用 →
  • 为 CRM 客户补全公司信息,合并重复记录新

    将每个客户匹配到对应的公司和域名,找出 CRM 中的重复客户并合并。

    试用 →
  • 补全目标客户数据,划分均衡的销售区域新

    根据各地区和细分市场中正在招聘的目标公司数量,将市场划分为均衡的销售区域。

    试用 →

了解如何

补全 CRM 数据,让每个客户干净且分配准确:与 AI 助手、自动化工具和 CRM 的集成

TheirStack 可与您已在使用的 AI 助手、自动化工具和 CRM 协同工作:通过 MCP 服务器让 Claude 或 ChatGPT 发起查询,通过 webhook 将新匹配结果发送到 Clay、n8n、Make 或 Zapier,并在 Salesforce 或 HubSpot 中创建潜在客户。

干净的 CRM,从找对公司开始。

通过域名将每条记录匹配到对应公司,再用准确的数据完成合并、分流和分配。

免费开始:赠送 200 多个免费积分。

常见问题