Run automations on customer profile fit and high intent, and send both to your CRM

Automations can now act on whether a visitor's company fits your ideal customer profile and whether it has high intent right now. Once you describe your ideal customer under Knowledge → Customer profile, Handhold checks the company of every visitor who gives a work email.

• Run for the right companies. Add a Customer profile fit run condition to run an automation only for sessions whose visitor's company is a fit, a fit with high intent, not a fit, or unclear. "Fit" includes companies with high intent. An automation limited to high intent runs for every session of a company while it has high intent.
• Send it to your CRM or PostHog. In an automation's field mapping, map Customer profile fit, Customer profile fit reason and High intent under Visitor's company. Customer profile fit is sent as FIT, NOT_FIT or UNCLEAR, and High intent as true or false; use these exact values in CRM workflow filters. They describe the company when the automation runs.
• In tickets and meeting notes. Jira tickets and the meetings logged in HubSpot and Pipedrive now list the company's customer profile fit with its reason, and why it has high intent.