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Use the knowledge base or Email or Chat with our support team. 

Getting Started

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 blank For more...

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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...

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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 you're...

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Troubleshooting

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...

read more
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 you're...

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Saleforce Integration

Integrating CRM Refresh with your Salesforce installation is fast using 0Authorization. Simply go to the sign up page and connect using your salesforce user name. CRM Refresh will connect to Salesforce using an encrypted system.

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How to fix your data?

You can choose what to fix when CRM Refresh has analyzed your contacts. Depending on how you plan to use CRM Refresh you can take two paths to fixing your data: Account Based Marketing & Sales #1 Fix the Title and Company - best used for Account based Marketing/Sales...

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Billing & Account

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,...

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How to fix your data?

You can choose what to fix when CRM Refresh has analyzed your contacts. Depending on how you plan to use CRM Refresh you can take two paths to fixing your data: Account Based Marketing & Sales #1 Fix the Title and Company - best used for Account based Marketing/Sales...

read more

How does CRM Refresh Score My Data?

Our D.A.V.E. system scores your contact data points on a score based on the accuracy of the data. A - Exact Match - all data points (name, title, company, email, phone) match exactly. B - Phrase Match - most data points match (name, company, email, phone) but one or...

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Account & Billing

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 blank For more...

read more

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...

read more

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 you're...

read more