Getting Started with AccountScout

AccountScout enriches over 20 company properties with accurate, up-to-date information. 500 company enrichments are included for free each month.

As you add new companies to HubSpot they will be automatically enriched. You can also use HubSpot's UI cards to manually enrich existing companies and workflow actions for more flexible enrichment.

In this guide we'll cover:

1. Installing the AccountScout app in HubSpot
2. How AccountScout works with HubSpot
3. Adding cards to your HubSpot company records
4. Automated enrichment workflows in HubSpot (paid feature)

Let's get started!

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Installing the AccountScout HubSpot App

1. Navigate to the AccountScout website and request an invite if you don't already have an account
2. Once approved, click on the installation link in your invite email which will direct you to HubSpot's app marketplace
3. After you confirm your HubSpot login information, you'll be able to select the instance you want to connect. Select Choose Account to continue

4. Review the requested permissions. At minimum, AccountScout needs permissions to view and edit HubSpot company properties

5. Select Connect app to finish authentication!

You’ll be able to navigate directly to the AccountScout connected app settings page inside HubSpot when the connection is successfully configured.

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Using AccountScout with HubSpot

Automatic Enrichment for New Companies

Once installed, AccountScout automatically enriches any new company record created in your HubSpot CRM. This happens without any manual intervention required.

When a new company is created, AccountScout will:

1. Detect the new company creation
2. Fetch enriched data for that company
3. Populate up to 22 standard HubSpot company properties with the enriched data

Manual Enrichment for Existing Companies

For companies that existed in your CRM before installing AccountScout:

1. Navigate to any company record in HubSpot
2. Locate the AccountScout card in the center panel (see setup details below)

3. Click the "Enrich" button to trigger a manual enrichment for that specific company

   
4. The card will display the enriched data and update the corresponding HubSpot company properties

Understanding Enriched Data

AccountScout enriches the following 22 standard HubSpot company properties when data is available:

Important notes about data enrichment:

• By default AccountScout only updates empty properties and will not overwrite your existing data unless you explicitly request it in a workflow action
• The enriched data appears both in the AccountScout card and in the standard HubSpot company properties
• Data quality and coverage varies by company, so not all 22 properties will necessarily be populated for every company

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Add the AccountScout card to your HubSpot company records

1. In HubSpot, navigate to Settings > Integrations > Connected Apps > AccountScout. Select the "App Cards" tab and click "Manage Locations" on the AccountScout card.

   

2. Check the AccountScout checkbox to add the card to the bottom of the selected company record view. If you have multiple company team views you may need to check multiple rows.

   

3. Click "Customize" to go to the full record customization settings page to update the order of cards, add additional cards or remove cards from the view.

   

4. Select the view you want to customize (you may have multiple if you've created team-specific views)

   

Edit from a company record

1. Access record customization settings from any company record.

   

2. Select the view you want to customize (you may have multiple if you've created team-specific views).

   

Note: If you have multiple team views, you'll need to add the AccountScout card to each view individually.

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Workflow Actions for Bulk Enrichment (Paid Credits Only)

With AccountScout Pro, you gain access to HubSpot workflow actions that allow you to:

1. Automatically trigger enrichment based on specific conditions
2. Schedule batch enrichment of existing company records
3. Map enriched data to custom company properties

To set up automated enrichment using AccountScouts enrichment action in HubSpot workflows:

1. Navigate to Automation > Workflows in HubSpot
2. Create a new workflow or edit an existing one

3. Set your enrollment criteria (which companies to enrich).

   

4. Add an action step and select the AccountScout "Enrich Company" action from the actions menu.

   

5. To map enriched company data (including the additional data points included with paid credits) to properties in your HubSpot portal, use the "Edit record" workflow action. Select:

   • Record type: Company (Current Object)
   • Property to edit: "NAICS Industry Code" in this example
   • Choose a value: Action Outputs -> Enrich Company -> Select the data point
   
6. Review and publish your workflow

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Custom Data and Fit Scoring

Now that you have AccountScout set up in your HubSpot account, you can:

• Review your existing company records and manually enrich important accounts
• Set up workflows to bulk enrich company records (Pro tier)
• Leverage the enriched data for segmentation, personalization, and reporting

If you need more specific data to identify your best fit accounts, or hands on help to enable your team with data in HubSpot an ICP data sprint could be a good fit.