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Enrich customers and companies through Salesforce

Connect Salesforce in the Sources page to enrich your customer and company data in Inari with contact and account data. This will pull in fields such as ARR, deal size, and stage for better AI context and prioritization in Inari.

You’ll need to connect your Salesforce account to Inari by pressing Connect. Confirm the read permissions to allow Inari to read from the customer and account objects in Salesforce.

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Mapping Account and Contact Fields

Once connected, it’s critical to correctly set the Map Account Values and Map Contact Values mappings appropriately. Inari will pull in all the contact and account data fields it has access to, choose the best possible option, then you can customize how you’d like to map Salesforce fields into Inari.

The main fields in Inari that need to be mapped to Salesforce:

  • Name: customer and company names
  • Description: context about the company and verticals they operate in
  • Email: used to deduplicate customers
  • Domain: used to deduplicate customers and companies
  • Revenue Impact: pulling in CRM values like ARR or Deal Size to better estimate importance of insights and issues in Inari
  • Type: pulling in CRM company statuses to determine whether they’re prospects, active, or churned
  • Stage: pulling in CRM pipeline stages to determine whether they’re leads, qualified, won, lost

New Salesforce data will be synced hourly after connecting your workspace.

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Revenue Impact

Revenue Impact is tracked per company and can be pulled from multiple sources since it can exist in multiple places:

  1. If a CRM is connected, Inari will set Revenue Impact based on the CRM field that is mapped to it.
  2. If a CRM is not connected, Revenue Impact can be manually set in the Account detail panel.
  3. If no Revenue Impact is manually set, the metric is set based on the Account Persona attached to the account.

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Deal Type

Deal Type shows whether the company is an prospective, existing, or churned customer.

If a CRM is connected, Inari will use the deal type attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Type can be manually set in the Account detail panel.

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Deal Stage

Deal Stage shows what sales pipeline stage the company is in based on its deal or opportunity.

If a CRM is connected, Inari will use the deal stage attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Stage can be manually set in the Account detail panel.