Refiner acts as a triage between the stream of self-service users and your sales team. Import all your users into Refiner, seamlessly. Then push the best sales opportunities to your CRM or any other tool you use.
Import user data from any third party application. Push qualified opportunities and lead scores back to your CRM.
Import user data from Segment. Push enriched customer profiles back to your Segment account.
Bring your Clearbit API key and automatically enrich company profiles with demographic and firmographic data.
Automatically enrich company profiles with demographic and firmographic data provided by FullContact.
Automatically enrich your account profiles with information about their current technology stack.
Create or update existing leads in Salesforce. Push rich lead scores to Salesforce in real-timee.
Create new leads or update existing records in Pipedrive. Push rich loead scores to Pipedrive in real-timee.
Create new leads or update existing records in Close. Push rich lead scores to Close in real-timee.
Get notifications via Slack in the channel of your choice whenever a lead gets qualified.
Send enriched profiles and lead scores in real-time to any HTTPS endpoint (e.g. your API, CRMs, BI tools, etc.)
Import user data and track user events. Get enriched profiles and lead scores in return.
Refiner plugs into your existing sales workflow. It acts as a triage between the stream of self-service users and your sales team with the power of amazing third-party integrations.
Integrations with Segment and Zapier allow you to ingest all your users for Refiner to process. And soon, you’ll be able to connect Hubspot, Intercom, Mailchimp and many more apps to Refiner directly.
Refiner integrates with FullContact and Clearbit to ensure that you have all important demographic and firmographic data at hand. Want to enrich your lead data with another data provider? Let us know and we'll try to make it happen.
Push the best leads to the CRM or any other sales tool you use with Zapier and Webhooks integrations.
Create actions in Refiner and define triggers to initiate the export. For example, push every qualified lead to the CRM immediately after you’ve finished reviewing them. Or include leads above a certain score only. Your call.
But that’s just the start. We’re working on integrating Refiner with many CRM systems directly. Soon, you’ll be able to connect it with Salesforce, Close, Pipedrive and many more.