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Sync into active sales systems

Move qualified leads into the systems your team already uses

HeySali does not push every account into downstream systems. Signal-based sales intelligence ends at a handoff: what gets synced is qualified, with usable contact context and a clean transfer.

  • Qualified sync
  • Company and contact context
  • Cleaner handoff
  • Less duplicate work

What this solves

Better data hygiene starts before the export.

CSV exports that create duplicate or incomplete records.

Sales teams receiving leads without source context.

Admins having to configure sync logic without clear rules.

How sales-system sync should behave

  1. Check fit first

    Only hand over leads after account qualification and contact availability checks.

  2. Preserve context

    Keep source labels, signal reasoning and enrichment data visible.

  3. Support admin setup

    Make provider connection, status and sync readiness clear in the admin flow.

  4. Avoid duplicates

    Use clean matching logic so downstream systems stay useful.

Clean data in your sales system: what matters

01

The data silo problem

CSV exports create duplicates, overwrite fields and cut off the source context. Afterwards nobody knows why a contact is in the CRM — and the clean-up lands back on your team.

02

How the handoff works

HeySali hands over only qualified companies and contacts, with signal reason, source label and enrichment data. Clean matching logic prevents duplicates, and the connection status is always visible in the admin area. Your CRM stays in charge; HeySali feeds it.

03

HubSpot, Pipedrive and ERP

HeySali connects the sales and customer systems commonly used in the market, from HubSpot to ERP, and stays vendor-neutral. The CRM or ERP integration is part of HeySali Team, set up with you after the pilot.

Best fit

Revenue operations

Sales admins

Teams moving from lists to workflows

B2B teams with existing sales systems

Frequently Asked Questions

Why is sync quality important?

Sales systems become less trusted when weak or duplicate leads enter them. The better approach is to sync qualified records with context.

Which systems should HeySali connect to?

HeySali should preserve clean handoff, duplicate prevention and source context for the systems sales teams already use.

Which systems can I connect?

The CRM and ERP systems actively used in the market, such as HubSpot or Pipedrive; the handoff is deliberately vendor-neutral. Exporting into your existing workflow is possible too, without manual CSV work.

What does the integration cost?

Nothing extra. The integration is part of HeySali Team, and we set it up with you after the pilot.

How does HeySali prevent duplicates?

Through matching logic that recognises existing records before anything is written. Qualified leads extend your system instead of doubling it, and the source context stays on the record.

Not a CRM

HeySali is the work before the CRM

HeySali is not a CRM and does not replace one. HeySali is the work before it: finding out which company has a reason right now, why, and who decides there. The qualified lead then goes into the CRM or ERP you already use.

HeySali sends nothing on your behalf. The reason, the date, the source and the person to contact stay with the lead, so your team can check it and your existing system keeps the record.

What signal-based sales intelligence is

B2B lead generation

HeySali finds B2B leads that fit your ICP in Switzerland and your other target markets: account discovery, enrichment, buyer intent and clean handoff.

Evaluating buying signals

HeySali uses buyer intent data and buying signals to focus you on target-market accounts with relevant timing, business context and sales triggers.

Lead enrichment

HeySali enriches B2B leads with company context, decision-maker data, contact paths and sales-ready records before outreach starts.

Lead workflows

HeySali checks the buying signal and the fit with your search profile, adds the contact data and hands the lead to the systems your team already uses.

Signal to offer

HeySali translates a buying signal onto what you sell: who it concerns, why it matters now and the line you open the conversation with.

All solutions

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