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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.

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Step 1: Install SalesDuo in HubSpot

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

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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.

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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.
Property / Field KeyField Type
SalesDuo Account Signals
salesduo_account_signals		Multiselect
SalesDuo Account Score
salesduo_account_score		Formula
SalesDuo Account Signals Last Refreshed
salesduo_account_signals_last_refreshed		Datetime

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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.

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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.

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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:
Has {{company}} recently raised funds for go-to-market expansion OR market expansion OR vertical expansion? Disqualify if the fundraise is less than $500k.
More good examples:
"Has {company} recently raised funds for go-to-market expansion OR market expansion OR vertical expansion? Disqualify if the fundraise is less than $500k."

"Is {company} hiring a VP Sales OR Head of Sales OR CRO OR Head of Growth as a new role, not a backfill? Best sources: job postings, LinkedIn, press releases announcing the appointment. Disqualify if the role is a backfill or if the company already has established sales leadership."

"Has {company} announced adoption of ISO 27001 OR SOC 2 OR GDPR compliance OR a new compliance program? Best sources: press releases, company newsroom, LinkedIn posts, job postings for GRC or compliance roles. Disqualify if the company is already certified and this is a renewal, not a first-time adoption."

"Is {company} migrating from on-premise infrastructure to cloud OR undertaking digital transformation OR modernising legacy systems? Best sources: annual reports (MD&A section), job postings mentioning cloud migration or DevSecOps, press releases. Disqualify if the company is cloud-native with no legacy footprint."
Some not-so-good examples:
"Search for the company name combined with terms like 'data breach'..." — too mechanical, not framed as a question

"Monitor LinkedIn Jobs and Indeed for postings..." — prescribes specific platforms instead of source types

"Look for migration from on-premise to cloud disclosed in filings or press." — no disqualification criteria, no question format

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Step 3: Complete Onboarding!

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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