enrichment/API

View your prospects
like people, not robots

Use Crystal to enrich your CRM or other applications with accurate, detailed personality data.

Rich personality data is now at your fingertips

We natively integrate with Salesforce & HubSpot and support direct enrichment into other CRM platforms via API and CSV file uploads.

SEGMENTATION

Advanced segmentation by personality

Create lists and start segmenting contacts with newly available personality dimensions - like primary DISC type, full DISC type, personality traits, and more.

SEQUENCES

Personalized sequences for more effective outreach

Create personality-based email templates and send tailored messages to different personality segments.

lead routing

A smarter way to route leads

Leverage personality data to match your prospects with a sales rep or CSM who is most likely to “click” with them on a personal level.

BUYER PERSONAS

Accurate buyer personas using live personality data

Use personality data alongside traditional data - like job title, industry, and company size - to build accurate and complete buyer personas.

CUSTOM REPORTS

Create custom reports with new personality dimensions

Use new personality dimensions alongside existing CRM properties to build personality-based reports.

get started

Want to learn more about our platform?

Schedule a quick 15-minute meeting with our team to get more information on product, pricing, integrations, and more.

GETTING STARTED

How our CRM Enrichment works

Enrich personality data into your CRM contacts.

Use personality data alongside traditional data - like job title, industry, and company size - to build accurate and complete buyer personas.

Optimize the match rate & accuracy of Crystal's tools.

Enriching your CRM contacts with personality data helps your sales team get faster, more accurate insights from Crystal’s Writing Assistant, Chrome Extension, Playbooks, and our other personality tools.

Seamlessly embed empathy into your sales process.

When personality data lives natively in the CRM, sales teams are conditioned to think about prospects in a more personal, human way. Continuous reinforcement is key to driving behavior change.

Here's what our customers
have to say

"They're (stakeholders) really leaning forward based on the way that we’ve changed our approach using the information we gather through Crystal Knows."
Nicole Bergen
Founder, Elevate Marketing