Customer data
Your CRM stays the customer's home.
Identity, ownership and renewal dates read from HubSpot, with service health written back so the commercial team sees support reality on the record they actually use.
What connects
A read connection to contacts, companies and deals, with a small write-back of service health.
What crosses the boundary
- Received: contacts, companies, owners, lifecycle stage and renewal-related dates.
- Received: deal state where it indicates a renewal.
- Sent: open cases, service health and its reasons, as properties.
- Never received: marketing email engagement or campaign data.
What this lets you do
- Identify customers without maintaining a separate list.
- Show support health on the CRM record the sales team lives in.
- Prioritise by real account value rather than by a VIP flag.
- Alert the recorded owner when their customer is in trouble.
Setting it up
- 1Connect with an account that can read contacts and companies.
- 2Map the properties used for renewal date and account owner.
- 3Create the service health properties for write-back.
- 4Review matching before relying on it.
Permissions
Read on contacts, companies and deals; write limited to the service health properties it creates. No marketing, email or campaign scopes are requested.
What you can ask once this is connected
- “What is this account worth?”
- “Which accounts renewing this quarter need attention?”
- “Who is the owner for this customer?”
Where it stops
One-directional for everything except health. Resolivo does not create contacts, edit deals or manage your pipeline, and it is not a CRM sync tool.
Customer data
Others in this category.
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