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Contact Discovery - Powered by HG Insights

  • Updated on Aug 19, 2026
  • Published on Oct 8, 2024
  • 2 minute(s) read
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Why use Contact Discovery

Contact Discovery allows you to get recommended new contacts to reach out to, not yet in your CRM either. All without leaving HG Insights.

  • Contact discovery is now powered natively by HG Insights. No need for additional contact data providers.

  • Contact current company is validated in real time- no risk of stale or incorrect data. Contact Email /Phone delivered through waterfall of Enrichment providers to maximize accuracy.

  • Get recommendations on key personas missing in your book of accounts with our contact discovery widget 

  • Customers who already have existing integrations like ZoomInfo or Apollo can continue to use their contact data providers.

  • Add these key contacts to Salesforce, Gong Flows, Outreach Sequences or Salesloft Cadences. 

  • Go further and search for additional people with the quick filters

     

     


How to use Contact Discovery

Pre-requisite

  • your Admin must have connected Apollo,  ZoomInfo or Cognism to HG Insights

  1. Log into Copilot

  2. Open any account

  3. Go to tab Users

  4. In the Contact Discovery widget, click on Discover. A list of recommended contacts appear

  5. Choose an action: Add to Salesforce, Add to Outreach / Gong Engage / Salesloft

  6. HG will only surface and create Contacts that don’t already exist for this Account

Add to Salesforce not working?

Please ask your admin to check if HG Insights has the Create permission on Lead/Contact in Salesforce

Learn more about the integration with ZoomInfo, Apollo and Cognism

FAQs

How does HG Insights decide which personas to recommend in Contact discovery?

HG Insights uses an algorithm based on your past opportunities in Salesforce to determine which personas will be most relevant for your sales team to reach out to.

Can I change the personas that are suggested?

Not at the moment.

When you add someone to Salesforce are they created as a lead or contact?

You have the option to create them as a lead or contact, depending on what works best for your workflows.

Is Contact Discovery consuming credits?

When you use HG Insights as the contact provider, to reveal contact phone, 1 credit is used and to reveal email, 0.2 credits from your organization’s account is used per contact revealed. An export to Salesforce will reveal both phone and email.

For other contact providers like ZoomInfo or Apollo, when you hit the button to add a contact to Salesforce this consumes 1 credit from your organization's account with the provider you connected.

I’m getting an error when trying to Add to Salesforce, why?

HG Insights needs the ability to create Lead/Contact and write in the following Lead / Contact fields

FirstName

LastName

Email

Title (if available)

Phone  (if available)

LeadSource = HG Insights

AccountId (for Contact object)

Company (for Lead object)

Please check with your Salesforce Admin the permissions associated with the salesforce user connected to HG Insights

 

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