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CRM data enrichment

CRM data enrichment

What it does

CRM data enrichment writes Userled engagement signals onto your Account and Contact records in HubSpot or Salesforce. Once mapped, each record is kept up to date automatically, so your team can build reports, lists, workflows, and lead scoring off Userled activity without leaving your CRM.

How it works

  1. You create custom properties on the Account and Contact objects in your CRM, one per signal you want to receive.

  2. You map each Userled field to one of those properties in the integration screen. The picker groups fields by source (Outbound, Inbound, Website, LinkedIn, and so on); pick a field, choose a time window, then point it at your CRM property.

  3. Userled keeps the values in sync. Metrics are computed from tracked engagement, your connected LinkedIn ad account, and your Userled funnel, then pushed to the mapped properties on a recurring basis.

Signals come from three places:

  • Tracked engagement on Userled pages and on your own website (sessions, active time, touchpoints, conversions, engagement level, last campaign).

  • LinkedIn paid analytics from your connected LinkedIn ad account (clicks, impressions, engagements).

  • Your Userled funnel (current funnel stage).

Time windows

Every metric except Funnel stage is available over three rolling windows: Last 7 days, Last 30 days, and Last 90 days. You can map the same metric across several windows to different properties (for example 7-day and 30-day session counts side by side). Funnel stage has no window; it always reflects the account's current stage.

Account vs contact

Most fields are available for both Account and Contact records. Three are account level only and do not appear when enriching contacts:

  • LinkedIn metrics (Clicks, Impressions, Engagements)

  • Unique visitors

  • Funnel stage

What kind of data you get

Field type

Data written to the CRM

Sessions, Unique visitors, Total touchpoints, Clicks, Impressions, Engagements, Meetings booked, Form fills

Whole number

Active time

Number, in seconds

Last activity, Last meeting booked, Last form fill

Date and time

Engagement level

Text, one of: Very High, High, Moderate, Low, Very Low, None (blank if no visit in the window)

Funnel stage

Text (the stage name)

Last campaign

Text (the campaign name)

Create your CRM properties with a matching type (number, date, or text/single-select) so the values land cleanly.

Field definitions

Engagement channels (Outbound, Inbound, Website)

The same four metrics are available for each channel. The channel tells you where the activity happened:

  • Outbound — engagement that came through your outbound campaigns (for example a personalised link in an outbound email or sequence).

  • Inbound — engagement that came through your inbound campaigns and microsites.

  • Website — activity tracked on your own website through the Userled tracking script.

Metrics:

  • Sessions — number of tracked sessions on that channel in the window.

  • Unique visitors — number of distinct people seen on that channel in the window (account level only).

  • Active time — total active engagement time on that channel in the window, in seconds.

  • Last activity — date and time of the most recent activity on that channel.

LinkedIn engagement (account level only)

Pulled from your connected LinkedIn ad account. These are paid ad figures, summed over the window:

  • Clicks — paid ad clicks.

  • Impressions — paid ad impressions.

  • Engagements — paid ad engagements.

Total Userled touchpoints

  • Total userled touchpoints — count of every tracked interaction across all channels in the window (page visits, button clicks, calendar bookings, and similar).

Conversions

  • Meetings booked — number of meetings booked on a Userled page in the window. Meetings that are synced back in from your CRM are excluded, so a booking is never counted twice.

  • Last meeting booked — date and time of the most recent meeting booked on a Userled page.

  • Form fills — number of forms submitted on a Userled page in the window.

  • Last form fill — date and time of the most recent form submission on a Userled page.

Engagement level

  • Engagement level — a tier based on the longest a target stayed active on a single page in the window:

    • Very High — 61 seconds or more

    • High — 31 to 60 seconds

    • Moderate — 16 to 30 seconds

    • Low — 5 to 15 seconds

    • Very Low — under 5 seconds

    • Blank if the target had no page visit in the window.

    If you map this to a HubSpot dropdown or Salesforce picklist, set the options to exactly: Very High, High, Moderate, Low, Very Low, None.

Last campaign

  • Last campaign — the name of the most recent campaign the target engaged with in the window.

Funnel stage (account level only)

  • Funnel stage — the account's current funnel stage name. This is a live value with no time window.

Funnel stage sync is being rolled out gradually and may not appear in every workspace yet. Ask your Userled contact if you would like it enabled.

Complete field list

Format: Userled field (window) → suggested CRM property name suggested_property_id. Property names are suggestions; create a property of the matching type and name it however suits your CRM.

Enrich Accounts

LinkedIn Engagement (account level only):

  • LinkedIn - Clicks (Last 7 days) → Linkedin Clicks 7 Days linkedin_clicks_7_days

  • LinkedIn - Clicks (Last 30 days) → Linkedin Clicks 30 Days linkedin_clicks_30_days

  • LinkedIn - Clicks (Last 90 days) → Linkedin Clicks 90 Days linkedin_clicks_90_days

  • LinkedIn - Impressions (Last 7 days) → Linkedin Impressions 7 Days linkedin_impressions_7_days

  • LinkedIn - Impressions (Last 30 days) → Linkedin Impressions 30 Days linkedin_impressions_30_days

  • LinkedIn - Impressions (Last 90 days) → Linkedin Impressions 90 Days linkedin_impressions_90_days

  • LinkedIn - Engagements (Last 7 days) → Linkedin Engagements 7 Days linkedin_engagements_7_days

  • LinkedIn - Engagements (Last 30 days) → Linkedin Engagements 30 Days linkedin_engagements_30_days

  • LinkedIn - Engagements (Last 90 days) → Linkedin Engagements 90 Days linkedin_engagements_90_days

Inbound Engagement:

  • Inbound - Sessions (Last 7 days) → Userled Inbound Sessions 7D userled_inbound_sessions_7d

  • Inbound - Sessions (Last 30 days) → Userled Inbound Sessions 30D userled_inbound_sessions_30d

  • Inbound - Sessions (Last 90 days) → Userled Inbound Sessions 90D userled_inbound_sessions_90d

  • Inbound - Unique visitors (Last 7 days) → Userled Inbound Unique Visitors 7D userled_inbound_unique_visitors_7d

  • Inbound - Unique visitors (Last 30 days) → Userled Inbound Unique Visitors 30D userled_inbound_unique_visitors_30d

  • Inbound - Unique visitors (Last 90 days) → Userled Inbound Unique Visitors 90D userled_inbound_unique_visitors_90d

  • Inbound - Active time (Last 7 days) → Userled Inbound Active Time 7D userled_inbound_active_time_7d

  • Inbound - Active time (Last 30 days) → Userled Inbound Active Time 30D userled_inbound_active_time_30d

  • Inbound - Active time (Last 90 days) → Userled Inbound Active Time 90D userled_inbound_active_time_90d

  • Inbound - Last activity (Last 7 days) → Userled Inbound Last Activity 7D userled_inbound_last_activity_7d

  • Inbound - Last activity (Last 30 days) → Userled Inbound Last Activity 30D userled_inbound_last_activity_30d

  • Inbound - Last activity (Last 90 days) → Userled Inbound Last Activity 90D userled_inbound_last_activity_90d

Outbound Engagement:

  • Outbound - Sessions (Last 7 days) → Userled Outbound Sessions 7D userled_outbound_sessions_7d

  • Outbound - Sessions (Last 30 days) → Userled Outbound Sessions 30D userled_outbound_sessions_30d

  • Outbound - Sessions (Last 90 days) → Userled Outbound Sessions 90D userled_outbound_sessions_90d

  • Outbound - Unique visitors (Last 7 days) → Userled Outbound Unique Visitors 7D userled_outbound_unique_visitors_7d

  • Outbound - Unique visitors (Last 30 days) → Userled Outbound Unique Visitors 30D userled_outbound_unique_visitors_30d

  • Outbound - Unique visitors (Last 90 days) → Userled Outbound Unique Visitors 90D userled_outbound_unique_visitors_90d

  • Outbound - Active time (Last 7 days) → Userled Outbound Active Time 7D userled_outbound_active_time_7d

  • Outbound - Active time (Last 30 days) → Userled Outbound Active Time 30D userled_outbound_active_time_30d

  • Outbound - Active time (Last 90 days) → Userled Outbound Active Time 90D userled_outbound_active_time_90d

  • Outbound - Last activity (Last 7 days) → Userled Outbound Last Activity 7D userled_outbound_last_activity_7d

  • Outbound - Last activity (Last 30 days) → Userled Outbound Last Activity 30D userled_outbound_last_activity_30d

  • Outbound - Last activity (Last 90 days) → Userled Outbound Last Activity 90D userled_outbound_last_activity_90d

Website Engagement:

  • Website - Sessions (Last 7 days) → Userled Website Sessions 7D userled_website_sessions_7d

  • Website - Sessions (Last 30 days) → Userled Website Sessions 30D userled_website_sessions_30d

  • Website - Sessions (Last 90 days) → Userled Website Sessions 90D userled_website_sessions_90d

  • Website - Unique visitors (Last 7 days) → Userled Website Unique Visitors 7D userled_website_unique_visitors_7d

  • Website - Unique visitors (Last 30 days) → Userled Website Unique Visitors 30D userled_website_unique_visitors_30d

  • Website - Unique visitors (Last 90 days) → Userled Website Unique Visitors 90D userled_website_unique_visitors_90d

  • Website - Active time (Last 7 days) → Userled Website Active Time 7D userled_website_active_time_7d

  • Website - Active time (Last 30 days) → Userled Website Active Time 30D userled_website_active_time_30d

  • Website - Active time (Last 90 days) → Userled Website Active Time 90D userled_website_active_time_90d

  • Website - Last activity (Last 7 days) → Userled Website Last Activity 7D userled_website_last_activity_7d

  • Website - Last activity (Last 30 days) → Userled Website Last Activity 30D userled_website_last_activity_30d

  • Website - Last activity (Last 90 days) → Userled Website Last Activity 90D userled_website_last_activity_90d

Total Userled Touchpoints:

  • Total userled touchpoints (Last 7 days) → Userled Total Touchpoints 7D userled_total_touchpoints_7d

  • Total userled touchpoints (Last 30 days) → Userled Total Touchpoints 30D userled_total_touchpoints_30d

  • Total userled touchpoints (Last 90 days) → Userled Total Touchpoints 90D userled_total_touchpoints_90d

Conversions:

  • Conversions - Meetings booked (Last 7 days) → Userled Meetings Booked 7D userled_meetings_booked_7d

  • Conversions - Meetings booked (Last 30 days) → Userled Meetings Booked 30D userled_meetings_booked_30d

  • Conversions - Meetings booked (Last 90 days) → Userled Meetings Booked 90D userled_meetings_booked_90d

  • Conversions - Last meeting booked (Last 7 days) → Userled Last Meeting Booked 7D userled_last_meeting_booked_7d

  • Conversions - Last meeting booked (Last 30 days) → Userled Last Meeting Booked 30D userled_last_meeting_booked_30d

  • Conversions - Last meeting booked (Last 90 days) → Userled Last Meeting Booked 90D userled_last_meeting_booked_90d

  • Conversions - Form fills (Last 7 days) → Userled Form Fills 7D userled_form_fills_7d

  • Conversions - Form fills (Last 30 days) → Userled Form Fills 30D userled_form_fills_30d

  • Conversions - Form fills (Last 90 days) → Userled Form Fills 90D userled_form_fills_90d

  • Conversions - Last form fill (Last 7 days) → Userled Last Form Fill 7D userled_last_form_fill_7d

  • Conversions - Last form fill (Last 30 days) → Userled Last Form Fill 30D userled_last_form_fill_30d

  • Conversions - Last form fill (Last 90 days) → Userled Last Form Fill 90D userled_last_form_fill_90d

Engagement level:

  • Engagement level (Last 7 days) → Userled Engagement Level 7D userled_engagement_level_7d

  • Engagement level (Last 30 days) → Userled Engagement Level 30D userled_engagement_level_30d

  • Engagement level (Last 90 days) → Userled Engagement Level 90D userled_engagement_level_90d

Campaign:

  • Last campaign (Last 7 days) → Userled Last Campaign 7D userled_last_campaign_7d

  • Last campaign (Last 30 days) → Userled Last Campaign 30D userled_last_campaign_30d

  • Last campaign (Last 90 days) → Userled Last Campaign 90D userled_last_campaign_90d

Funnel stage (account level only, gradual rollout):

  • Funnel stage → Userled Funnel Stage userled_funnel_stage

Enrich Contacts

Contacts include the same fields as accounts, with three exceptions: no LinkedIn metrics, no Unique visitors, and no Funnel stage (all account level only).

Inbound Engagement:

  • Inbound - Sessions (Last 7 days) → Userled Inbound Sessions 7D userled_inbound_sessions_7d

  • Inbound - Sessions (Last 30 days) → Userled Inbound Sessions 30D userled_inbound_sessions_30d

  • Inbound - Sessions (Last 90 days) → Userled Inbound Sessions 90D userled_inbound_sessions_90d

  • Inbound - Active time (Last 7 days) → Userled Inbound Active Time 7D userled_inbound_active_time_7d

  • Inbound - Active time (Last 30 days) → Userled Inbound Active Time 30D userled_inbound_active_time_30d

  • Inbound - Active time (Last 90 days) → Userled Inbound Active Time 90D userled_inbound_active_time_90d

  • Inbound - Last activity (Last 7 days) → Userled Inbound Last Activity 7D userled_inbound_last_activity_7d

  • Inbound - Last activity (Last 30 days) → Userled Inbound Last Activity 30D userled_inbound_last_activity_30d

  • Inbound - Last activity (Last 90 days) → Userled Inbound Last Activity 90D userled_inbound_last_activity_90d

Outbound Engagement:

  • Outbound - Sessions (Last 7 days) → Userled Outbound Sessions 7D userled_outbound_sessions_7d

  • Outbound - Sessions (Last 30 days) → Userled Outbound Sessions 30D userled_outbound_sessions_30d

  • Outbound - Sessions (Last 90 days) → Userled Outbound Sessions 90D userled_outbound_sessions_90d

  • Outbound - Active time (Last 7 days) → Userled Outbound Active Time 7D userled_outbound_active_time_7d

  • Outbound - Active time (Last 30 days) → Userled Outbound Active Time 30D userled_outbound_active_time_30d

  • Outbound - Active time (Last 90 days) → Userled Outbound Active Time 90D userled_outbound_active_time_90d

  • Outbound - Last activity (Last 7 days) → Userled Outbound Last Activity 7D userled_outbound_last_activity_7d

  • Outbound - Last activity (Last 30 days) → Userled Outbound Last Activity 30D userled_outbound_last_activity_30d

  • Outbound - Last activity (Last 90 days) → Userled Outbound Last Activity 90D userled_outbound_last_activity_90d

Website Engagement:

  • Website - Sessions (Last 7 days) → Userled Website Sessions 7D userled_website_sessions_7d

  • Website - Sessions (Last 30 days) → Userled Website Sessions 30D userled_website_sessions_30d

  • Website - Sessions (Last 90 days) → Userled Website Sessions 90D userled_website_sessions_90d

  • Website - Active time (Last 7 days) → Userled Website Active Time 7D userled_website_active_time_7d

  • Website - Active time (Last 30 days) → Userled Website Active Time 30D userled_website_active_time_30d

  • Website - Active time (Last 90 days) → Userled Website Active Time 90D userled_website_active_time_90d

  • Website - Last activity (Last 7 days) → Userled Website Last Activity 7D userled_website_last_activity_7d

  • Website - Last activity (Last 30 days) → Userled Website Last Activity 30D userled_website_last_activity_30d

  • Website - Last activity (Last 90 days) → Userled Website Last Activity 90D userled_website_last_activity_90d

Total Userled Touchpoints:

  • Total userled touchpoints (Last 7 days) → Userled Total Touchpoints 7D userled_total_touchpoints_7d

  • Total userled touchpoints (Last 30 days) → Userled Total Touchpoints 30D userled_total_touchpoints_30d

  • Total userled touchpoints (Last 90 days) → Userled Total Touchpoints 90D userled_total_touchpoints_90d

Conversions:

  • Conversions - Meetings booked (Last 7 days) → Userled Meetings Booked 7D userled_meetings_booked_7d

  • Conversions - Meetings booked (Last 30 days) → Userled Meetings Booked 30D userled_meetings_booked_30d

  • Conversions - Meetings booked (Last 90 days) → Userled Meetings Booked 90D userled_meetings_booked_90d

  • Conversions - Last meeting booked (Last 7 days) → Userled Last Meeting Booked 7D userled_last_meeting_booked_7d

  • Conversions - Last meeting booked (Last 30 days) → Userled Last Meeting Booked 30D userled_last_meeting_booked_30d

  • Conversions - Last meeting booked (Last 90 days) → Userled Last Meeting Booked 90D userled_last_meeting_booked_90d

  • Conversions - Form fills (Last 7 days) → Userled Form Fills 7D userled_form_fills_7d

  • Conversions - Form fills (Last 30 days) → Userled Form Fills 30D userled_form_fills_30d

  • Conversions - Form fills (Last 90 days) → Userled Form Fills 90D userled_form_fills_90d

  • Conversions - Last form fill (Last 7 days) → Userled Last Form Fill 7D userled_last_form_fill_7d

  • Conversions - Last form fill (Last 30 days) → Userled Last Form Fill 30D userled_last_form_fill_30d

  • Conversions - Last form fill (Last 90 days) → Userled Last Form Fill 90D userled_last_form_fill_90d

Engagement level:

  • Engagement level (Last 7 days) → Userled Engagement Level 7D userled_engagement_level_7d

  • Engagement level (Last 30 days) → Userled Engagement Level 30D userled_engagement_level_30d

  • Engagement level (Last 90 days) → Userled Engagement Level 90D userled_engagement_level_90d

Campaign:

  • Last campaign (Last 7 days) → Userled Last Campaign 7D userled_last_campaign_7d

  • Last campaign (Last 30 days) → Userled Last Campaign 30D userled_last_campaign_30d

  • Last campaign (Last 90 days) → Userled Last Campaign 90D userled_last_campaign_90d

Notes

  • If a target had no activity in the window, count fields are 0 and date fields are empty. Engagement level is blank when there was no page visit at all.

  • Conversions count activity on your own website too, so a target that converts on your site is included here.

  • Meetings that Userled reads back from your CRM are excluded from Meetings booked so a booking is never double counted.

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