Push to Your CRM
Send an Account and its Leads into HubSpot, Pipedrive, Close, or Zoho with full why-now context.
Push an Account so your team works it in the CRM they already use. The company, the live signal stack, the leads inside it, and the drafted opener all go with it.
Before you start
You need the CRM connected for the active Product. Connections are per Product. See CRM and Outreach.
Steps
Connect the CRM once
Integrations → CRM → pick your CRM, authorize it. It then appears as a push destination on every Account and Lead.
Open the Account
In Accounts, open one you want to push. Review the signal stack and the strongest Lead first — the opener and the why-now travel with the contact as a note.
Push
Press Push to CRM. The Account becomes a company / deal record. The Lead becomes a contact (or contacts, if you push multiple). The signal stack and opener are attached as a note on the contact so your CRM tells the same why-now story.
Confirm in your CRM
Open your CRM. The account should be there with the Lead attached and the note visible. The opener is ready to be sent from your CRM-side outreach tool.
You should see
In your CRM: a new company record with the right firmographics, one or more contacts attached, and a note containing the why-now ("Funded $24M Series B, hiring FP&A") and the drafted opener.
Back in CatchIntent: the Account shows Pushed to your CRM on its activity timeline.
Next
- Push multiple Leads from the same Account to mirror the buying committee.
- Set the Account state to Working on the same screen so your team knows it's been actioned.