Connect Your CRM

Overview

Because the CLI runs inside your AI assistant, Landbase can sit right next to your other tools, like HubSpot or Salesforce, and move data both ways.

Steps

1. Connect your CRM through your assistant. Start with read access so you can pull from your CRM, dedupe a new list against it, or build lookalikes from your closed-won accounts.
2. When you are ready, grant write access to push enriched contacts back in.
3. Keep the habit of starting read-only and holding any write behind a confirmation until you trust what the agent is about to do.

Pull my closed-won accounts from HubSpot and use them as lookalike seeds.