CRM Integration Basics

Connecting Kopimore to your CRM is the step that turns visitor intelligence from a manual review process into an automated pipeline engine. This lesson explains how the integration works and what data flows where.

What the Integration Does

When Kopimore identifies a company visiting your site, the integration does four things automatically:

1. Looks up existing records: Checks your CRM for an existing company, contact, or deal matching the identified account
2. Creates or updates records: If no record exists, creates one; if one exists, updates the activity log with the visit details
3. Applies routing rules: Assigns ownership based on territory, industry, or round-robin rules you define
4. Triggers downstream workflows: Sequence enrollment, Slack notifications, deal stage updates — based on automation rules you configure

Data That Flows from Kopimore to CRM

Each identified company record includes: company name, domain, industry, employee count, estimated revenue, location, technology stack (if available), and visit history (pages visited, session duration, visit count, last visit timestamp). This data is appended to the CRM record as contact/company properties and as timeline activities.

Supported CRMs

Kopimore has native integrations with HubSpot and Salesforce, covering 95%+ of B2B use cases. For other CRMs, Zapier and webhook connections are available. The HubSpot integration is the most feature-complete and is recommended for teams using HubSpot Sequences or Workflows.

The Match Logic

Kopimore matches identified companies to CRM records using domain name as the primary key. If a company domain matches an existing account, contact, or company record, the data is associated with that record rather than creating a duplicate. This is critical for data hygiene — especially in Salesforce, where duplicate records create significant problems downstream.

Before You Connect

Before setting up the integration, clean up your CRM domain data. Ensure that company records have accurate website domains populated. Kopimore's match quality is only as good as your CRM's domain data. A 10-minute data cleanup before connecting will save significant de-duplication work later.