Use the intelligence tab

The intelligence tab is featured on contact and company records. It displays data enrichment and website visit-based data insights for the company. It also displays data enrichment, associated company details, and contact outreach data for the contact. With the intelligence tab, you can quickly assess fit and inform key account-based qualification, routing, prospecting, and outreach decisions.

If you are a user in an account with free tools or you haven't purchased Breeze Intelligence credits, you can review information about the company including: description, industry, country, employees, founded year.

Before you get started 

To enrich within the Intelligence tab, you must:

• Have a Starter, Professional, or Enterprise subscription.
• Have Breeze Intelligence credits.
• Have Super Admin or Enrich records permissions.

Use the intelligence tab

You can view enrichment data in the Intelligence tab. You can also manually enrich your records from it. Learn more about the available enrichment properties.

To navigate to the Intelligence tab: 

• Navigate to your contacts or companies.
• Click the name of the record you’d like to enrich. 
• At the top, click the Intelligence tab.

Update your data

If any contact or company properties are incorrect or missing, there'll be an enrichment prompt at the top of the Intelligence tab. When enriching your data, current property values will be populated or overwritten.

To update your data: 

• Navigate to your contacts or companies.
• Click the name of the record you’d like enrich. 
• At the top, click the Intelligence tab
• If new data is available, click Enrich. If your data is up to date, no action is needed and the Enrich button won't be available.
• In the right panel, review the properties you want to enrich. By default, all properties will be selected. If you’d like to retain any of your current property values, click the property checkbox to de-select properties you don’t want to enrich.
• Click Enrich.

Please note: the credit balance reflects the number of credits in your account. Depending on your enrichment settings, instances where enrichment takes up to two hours, or if other users are in the account using, this number may have changed between actions. Please review the Product & Services Catalog for information about credit tiers and possible upgrades associated with your use of the enrichment products.

Review visitor activity on company records

You can view information about the company visiting your website in the last 30 rolling days. 

• In your HubSpot account, navigate to CRM > Companies.
• Click the name of the company to review. 
• At the top, click the Intelligence tab
• In the Visitor activity table, you can review:
  • Website visits: the total number of times people from the company have visited your website. The arrow and percentage shows if visits have changed month over month.
  • Line graph: shows the number of visits over the last 30 days.
  • Unique visitors: total number of unique visitors to your website from the company.
  • Last seen: when someone from the company last visited your site.

• • Top pages & paths: website pages most frequently visited by people from the company. This includes the total number of visits to each page.

Review business profile details on company records

To review key metrics and business profile information on the Intelligence tab:

• In your HubSpot account, navigate to CRM > Companies.
• Click the name of the company to review. 
• At the top, click the Intelligence tab.
  • If you have a Starter, Professional, or Enterprise subscription and you've purchased Breeze Intelligence add-on, at the top, you can review key information about the company including:
    • Employees: the total number of employees.
    • Type: indicates if it is public or private company.
    • Annual revenue: the total amount of money earned by the company over a 12-month period. 

• • Below, you can also review basic information about the company such as address, industry, description, and company keywords.
  • To review additional information about the company’s general information, industry, financials, location, tech, and social channels, click the relevant title to expand each section.