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Train D.A.V.E. to fix your CRM data

You can train the CRM Refresh DAVE system to handle your leads and contact cleaning here. – Choose how often you want your records checked – Tell DAVE what to do when it finds bad records – Tell DAVE what to fill in when your contacts records are...

What version of Salesforce do I need?

CRM Refresh will work with most versions of Salesforce. If you have the following Salesforce Versions [link to Salesforce versions]: Professional, Enterprise Unlimited or Non-Profit CRM Refresh will work with your Salesforce edition. Admin access to the Salesforce...

How to download your CRM fixes

To download your CRM fixes go to the menu item. Choose what to download. CRM Refresh will produce a CSV file and download it to your desktop. Still stuck? How can we help?

Hubspot Integration

You can use CRM Refresh with your Hubspot CRM if you have a paid account. (Hubspot doesn’t allow for API access to Free CRM Accounts). Go to the sign-up page and create your account. CRM Refresh will connect to your Hubspot CRM with 0Auth encryption. Once...

Data Scoring Explained

CRM Refresh’s data verification combines over 1,300 email service providers and telecom sources and sorting through millions of data points. The CRM Refresh D.A.V.E.  provides contact intelligence from a variety of sources: social presence, company websites,...

How to invite (and remove) team members

You can create teams and add team members to CRM Refresh – this allows your team members see and work on the leads and contacts that they own in your CRM. If they do not have access to those accounts and leads they will not see them in their CRM Refresh account....