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Get onboarded in three steps

Install the native HubSpot app in your HubSpot environment.
You will require at least “Sales Professional” seats to utilise account scoring.

Step 1: Install SalesDuo in HubSpot

Reach out to Justin to get the download url for private beta.

Step 2: Onboarding Magic

Onboarding Magic is in the settings page.
  1. Go to Profile (Top Right) > Profile & Preferences > Integrations > Connected Apps
  2. Find SalesDuo Signals > Settings
Fill in your workspace name and domain accurately.
They will be used to generate Step 2’s Ideal Customer Profile and Signals.

Custom Hubspot Properties

Upon the load of the page, we will automatically create the following custom HubSpot company properties in “SalesDuo” group in your account.

HubSpot Properties Mapping

HubSpot properties mapping is used for signal research inputs.
  • Company Name
  • Company Domain
  • Company LinkedIn
  • Company Ticker (optional)
Our AI agent will visit your website, analyse your case studies and solutions then propose a preliminary ICP and custom signals you should track.

Ideal Customer Profile

AI prompt to improve your ideal customer profile in Claude or ChatGPT

The ideal customer profile will be used directly by our agent to behave like your employee and think like your sales team. This ensures that the buying signals detected are valuable and relevant.

Custom Signals

Label → Short 2-3 word description of signal
(this will be added as options in SalesDuo Account Signals field automatically)
Score → 1 - 10 integer for your to weigh the importance of each signal
(this will compute towards SalesDuo Account Score field automatically)
Instruction → Detailed step-by-step explanation of how to identify the signal from public sources
Signal Instructions Best Practices:
  1. Avoid using too specific domains unless necessary
  2. Specify the best sources you can get the information from
  3. Include disqualification criteria
  4. Frame it as a question with instructions.
Example of a company raising funds:
More good examples:
Some not-so-good examples:

Step 3: Complete Onboarding!

Next steps

Now that you have the most crucial settings, explore these must-haves:

Hubspot Native Card

Configure SalesDuo card natively in Hubspot Contacts/Companies/Deals 

Prioritised Target List

Create HubSpot company lists to view prioritised companies by account score
Need help? Reach out to Justin