Configure research intent

Before using research intent, set up your target markets and select your research topics. You can also configure additional features such as auto-add to automatically add companies from your saved views to your CRM, static lists, and workflows.

Manage user permissions

To configure research intent, you will need Buyer Intent permissions. If these permissions are toggled off, the configuration options will be greyed out. 

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Users & Teams.
• In the user table, click a user record, then click the Access tab.
• Under Permissions, click Edit permissions. 
• In the left sidebar menu, use the search bar to search for Buyer intent permissions. Then, click to toggle the Buyer Intent switch on or off.

Add a market

You can establish markets to create a profile for each targeted market segment, concentrating on high-fit visitors to your website. Leverage markets by focusing on buyer and research intent to understand which companies are visiting your website and exploring topics of interest to you.

Learn how to set up markets for buyer and research intent.

Add research intent topics

Use research intent topics to find companies researching topics that align with what your business sells. Any company that is researching the research topics you select will be populated in the Research tab.

• In your HubSpot account, navigate to Marketing > Buyer Intent.
• At the top, click the Configuration tab. 
• In the Research Intent Topics section, click Add research intent topics or Edit research intent topics.

• To add research intent topics, it is recommended you click the Company URL tab to add your domain to generate relevant topics based on the contents of your website. On the Keywords tab, you can also type keywords to see related topics. On either tab, click Add next to the relevant topics.

• To delete topics, click the Delete icon next to the topic to delete an individual topic, or click the Delete button at the bottom to delete all the topics.
• Once you've added your topics, click Save topics.

Set up auto-add

If you've purchased the 10,000 Breeze Intelligence credit pack, you can set research intent to automatically add companies to your CRM or static lists, or automatically enroll them into workflows.

When setting up auto-add and adding companies from research intent to your CRM records, the user account will need super admin or Enrich records permissions.

To set up auto-add:

• In your HubSpot account, navigate to Marketing > Buyer Intent.
• At the top, click the Configuration tab. 
• In the Auto-add companies section, click Set up auto-add. Or, click Manage next to the auto-add that you'd like to edit. 
• Select the saved view you want to auto-add companies from.
• Click to toggle the Enable auto-adding of companies switch on.
• In the Destination section, select the checkboxes next to the following options:
  • CRM: automatically add companies from the view into your CRM. By default, this option will be turned on if any of the other optoins have been selected, even if the view contains only records already in your CRM. 
  • Static list: automatically add companies from the view into a static list. 
    • Click the Select a static list dropdown menu and select a static list. 
    • To add these companies to another static list, click + Add to another static list. 
    • To remove a static list, click the deletedelete icon. 
  • Workflow: automatically enrolls companies from the view into a workflow. When this option is selected, you do not need to set an enrollment trigger within the workflow. 
    • Click the Enroll in workflow dropdown menu and select a workflow. 
    • To remove a workflow, click the delete icon. 
• Each new, fully enriched company you add from research intent to your CRM requires the spending of one Breeze Intelligence credit. To limit the number of companies that can be added to your CRM each month:
  • Click to toggle the Optional: Enforce a monthly limit switch on. The month time frame aligns with your monthly Breeze Intelligence credit usage period.
  • In the Monthly auto-add limit field, enter the number you want to set the limit as.
• After setting up your auto-add, at the bottom, click Save.

When companies are added to your CRM via auto-add, the following properties will be automatically populated: 

• Record source: Buyer-Intent
• Record source detail 1: the name of the saved view in research intent used when setting up the auto-add
• Record source detail 2: Auto-add

Review your auto-add settings

To review and edit your auto-add settings:

• In your HubSpot account, navigate to Marketing > Buyer Intent.
• At the top, click the Configuration tab. 
• In the Auto-add companies section, review the health of your auto-adds. When reviewing your configured auto-add settings:
  • On: the auto-add is enabled and running.
  • Off: the Enable auto-adding of companies switch is turned off.
  • Credit Limit Hit: the Optional: Enforce a monthly credit limit switch is turned on, and has hit the set limit for the month.
  • Configuration error: there is an error tied to the CRM, lists, or workflows associated with the auto-add.
• When reviewing your destinations associated with the auto-add: 
  • On: the list or workflow is properly configured. 
  • Workflow/list not found: the list or workflow no longer exists.
• To edit an auto-add, click Manage. 

Exclude companies from research intent

If you've purchased the Breeze Intelligence credits, you can exclude up to 100 domains from the Research tab and auto-adds, even if they already exist in your CRM.

To exclude companies by domain:

• In your HubSpot account, navigate to Marketing > Buyer Intent.
• Navigate to the Configuration tab.
• In the Exclusions section, click Add exclusions in the top right.
• In the right panel, type a domain. 
• Click Save.

Set intent criteria (Optional)

To filter for companies in the Research tab that have shown intent on your website, learn how to set up visitor intent criteria.