CRM Enrichment - Salesforce package

  • Updated on Apr 22, 2026
  • Published on Mar 11, 2026
  • 3 minute(s) read
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What does this package do?

HG matches your Salesforce Accounts and Leads to an HG ID using company name, domain, and country. Matched records are enriched with technographic, firmographic and spend data written to custom objects in Salesforce.

What gets written to Salesforce:

  • HG Technographic custom objects (product install data per company)

  • HG Firmographic custom objects on Account and Lead

  • HG IT Spend custom objects

What the integration does not do in this mode:

  • HG does not pull and store any of your CRM data

  • HG does not create or delete Account or Lead records

  • HG only writes to fields and objects created by the HG managed package

This is ideal if you want to enrich your CRM with technology intelligence without sharing any CRM data with HG.

For this integration to function, your Salesforce account must include Salesforce API access as it allows HG to communicate with your account, match & enrich your records.
The following Salesforce editions include API access and are immediately compatible:

  • Enterprise Edition

  • Unlimited Edition

  • Developer Edition

  • Performance Edition

The editions below do not include API access:

  • Group Edition

  • Essentials Edition

  • Professional Edition (however you can purchase the Web Services API plug-in through your Salesforce AE as an add-on)

Prerequisites

Before you begin, make sure you have:

  • A Salesforce Admin account (Production or Sandbox)

  • Access to the HG Insights platform at admin.hginsights.com

  • Permission to install managed & unmanaged packages in your Salesforce org

Best practice: Create a dedicated Salesforce Integration User for the HG connection rather than using an employee's personal login. This prevents the connection from breaking when someone leaves the company and makes it easier to monitor API calls made by HG.

Step 1: Connect Salesforce to HG Insights

Only one Salesforce instance can be connected per HG Insights account.

  1. Log in to HG platform at admin.hginsights.com

  2. Go to Integrations → Salesforce

  3. You'll see a summary of the available capabilities and what each one allows HG to do with your Salesforce data

  4. Select the capabilities you want to activate:    CRM Enrichment — write-only, no CRM data is pulled

  5. Complete the next step OAuth flow by logging into Salesforce and granting the requested permissions

After connecting via OAuth, you'll be prompted to install the HG for Salesforce managed package from AppExchange into your Salesforce org.

Step 2: Install the Salesforce package

  1. Click on Install from AppExchange

  2. in the AppExchange, click on Try It

  3. Log in with your Salesforce credentials

  4. Select Install for All Users, then click Install

  5. Approve access for hgdata.com and click Continue

  6. Wait for the installation to complete (you'll receive a confirmation email)

After installation, you can verify the package under Setup → Apps → Packaging → Installed Packages in Salesforce.

The package installs three custom objects:

  • HG Technographic (HG_Insights__HGTechnographic__c)

  • HG Firmographic (HG_Insights__HGFirmographic__c)

  • HG IT Spend (HG_Insights__HGITSpend__c)

It also adds HG-prefixed fields to your Account and Lead objects.

Step 2: Configure your sync settings

Back in the HG platform, configure how HG enriches your Salesforce data.

  • Click Complete Setup

Step 3: Configure your sync settings

While the integration starts matching your records to HG companies,

  1. scroll down to the section “What gets enriched”

  2. click Edit Configuration

  3. click on the Filter by Products section: Select or upload a list of technology products you want to track. HG will only write product install data for the products you select. You can change your product selection at any time later..
    You can search for available products here.

  4. click on the Filter by Spend Categories section:  Select or upload a list of Spend categories you want to track. HG will only write spend data for the categories you select. You can change your spend categories selection at any time later.
    You can search for available categories here.

Segment (optional)

By default, HG matches and enriches every Account and Lead in your Salesforce. If you want to control the volume of enriched records, you can set up a filter on which Segment to enrich only.

To configure a segment,

  1. Go to Segments here

  2. Set filters based on HG's filter criteria, or upload a list of Accounts (using HG ID for precise targeting)

  3. Click Save

Go back to Integrations > Salesforce > Enrichment tab and select this Segment

Only one Segment can be active at a time. Records that don't match the active filter will not get enriched in Salesforce

Step 4: Start the initial sync

Once your settings are configured and at least one product is selected:

  1. Click Sync Salesforce

  2. After the sync has ran, you'll see your Total Records, Matched Records, Not Matched count, and Last Updated timestamp

If you enabled Auto Sync, subsequent updates happen automatically every day (5 AM UTC timezone)

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