This workflow automatically assigns an ideal customer profile tier to companies when they generate G2 Buyer Intent comparison or alternatives signals. Hubspot’s ideal customer profile tiers help prioritize buyers based the likeliness to convert to customers. This workflow assumes that your organization has turned on HubSpot’s account-based marketing tools. Refer to HubSpot’s Set up account-based marketing in HubSpot documentation for more details. To build this workflow: In HubSpot, go to Automation > Workflows . Select Create workflow . Select Start from scratch > Company-based , and then Next . Select Set up triggers . In the right-side Enrollment triggers menu, select Company . Search for and select G2 Buyer Intent Details . Select contains any of . Enter compare and alternative separately in the text field. Select Apply filter . Select the Re-enrollment tab, and then choose whether companies can enter this workflow again if they meet the workflow criteria. Select Save . In

The Profile Activity tab collects several types of traffic analytics measuring your product’s performance on G2, enabling you to track activity changes over time, compare your product's G2 traffic to your competitors, and assess G2 impact. To access profile activity, go to my.G2 , then Analytics > Profile Activity . Basics of Profile Activity To get started with Profile Activity, use the filter panel to select a default time interval or enter a Custom date range. You can also use the category dropdown to modify the data in the G2 Impact chart, or search for and select products from the Competitors dropdown to layer competitor data onto the Total pageviews , Compare pageviews , Time on page , and Reviews taken charts. You can add up to three competitors at a time. Hover over a chart to reveal more detailed information, such as the traffic corresponding to a specific week. Most Profile Activity

the the Record-Triggered Flow Start, then select Action . Search for and select Send Email to open the New Action editor. Enter a Label for your action, such as Email Notification. The API Name auto-populates based on your label entry. Select your MessageBody Text Template from the Body search box. Select your MessageSubject Text Template from the Subject search box. Set the Email Addresses (comma-separated) slider to Include . Enter a general email address for your CSM team, or a comma-separated list of CSM emails. Select Done to commit your changes to the action. Select Save to apply your changes to the flow. 4. (Recommended) Test and activate your flow G2 strongly recommends testing your flow before activation. To test your flow: Select Debug from the Flow Builder top-right menu. Leave all parameters set to their default settings. Enter a G2 Review ID into the G2 Review

The G2 CRM Connector comes with 13 custom objects. These custom objects are essentially collections of fields (and relationships), and each of those fields represents a data point. For instance, the G2 Events tab is actually a pre-built, customizable view of the data that is delivered to the G2 Event custom object. The same is true of the other core tabs included with the G2 CRM Connector. By understanding the fields that are included in the G2 custom objects, you can better understand how those fields can be used when placing related lists in Salesforce page layouts, creating custom Salesforce reports, and creating Salesforce notifications.

is not created. To enable G2 to create companies in your Outreach environment, set the Allow G2 to automatically create company accounts in Outreach upon buyer intent matches? to Active . 5. Syncing custom fields in my.G2 You must map the custom fields that you created in Outreach to the G2 fields in my.G2 to ensure buyer intent data syncs accurately in Outreach. To map your custom fields: Go to my.G2 , then Integrations > Integration Hub . Select the Outreach tile. In the Configure Custom Fields panel, for each G2 property select the Custom Field Label from the dropdown that corresponds to the custom field that you created in Outreach. Select Test Connection and Save . Within 48 hours of implementing the G2 + Outreach integration, G2 Buyer Intent data from the last 24 hours will be delivered to your Outreach environment. G2 delivers new Buyer Intent data to Outreach once every

The G2 Salesforce Connector app comes with several related lists and a Salesforce Visualforce page. This section details how to place some of these related lists and the Visualforce page in Salesforce page layouts, making G2 data easily accessible directly within existing user workflows. For instance, if a user organization would like its sales professionals to have access to certain G2 Buyer Intent data directly in a Salesforce account, the G2 Events and G2 Visiting Organizations related lists can be placed in the relevant Salesforce account page layouts. Not all related lists can be used across all Salesforce account, lead, or opportunity page layouts. Salesforce resources for customizing page layouts For more details on how to change page layouts in Salesforce, review Salesforce’s Customize Page Layouts with the Enhanced Page Layout Editor documentation .

This example workflow informs your Marketo account owners that one of their companies has generated a G2 Buyer Intent signal for the first time. You can further customize this smart campaign to only deliver notifications for specific types of signals, such as views of comparisons pages or alternatives pages. With this information, your account owners can always be aware of when a company has first generated G2 Buyer Intent activity. To recreate this Marketo smart campaign, complete the following steps: Go to your Marketo instance, and then select Marketing Activities . Select New > New Smart Campaign . In the New Smart Campaign pop-up, choose a folder and enter a name for the smart campaign. G2 suggests including a description with details of the filters used to create the smart campaign and the flow actions. Select the Smart List tab. Search for the G2 Pages Viewed filter. Select and drag it to

Salesforce dashboards enable you to visualize key metrics and insights using data from Salesforce reports. You can customize the layout, add components, and tailor dashboards to meet your needs. Getting started with Salesforce dashboards This article provides detailed guidance on creating, customizing, and maximizing the use of Salesforce dashboards, including instructions for both Salesforce Classic and Lightning. Pre-built Salesforce dashboards G2 ROI dashboard The G2 CRM Connector V2 dashboard is a pre-built solution that displays the ROI and influence of G2 Buyer Intent data on your opportunities. This embedded dashboard provides insights into influenced opportunities, closed-won deals, and account activity. The dashboard includes the following reports: Report name Description G2 Buyer Intent Signal Volume Number of Intent signals over a period of time. Accounts by G2 Buying Stage and Activity Shows the number of accounts in each buying stage and activity level. G2 Influenced Opportunities by Stage

The G2 Folders tab makes it easy to share your G2 content on social media, drive traffic to a product’s G2 profile, and increase engagement. G2 Folders contains your product’s G2 reviews and all G2-licensed content, such as Grid Reports and Reference Pages. This tab can be especially useful for your marketing team and can be used in a variety of ways, including finding reviews that compare a product favorably to a competitor or finding a licensed G2 Report without going to the my.G2 admin dashboard. Libraries and folders The following options are available from the left-hand side navigation bar of the G2 Folders tab: Review Library : Shows a complete list of product reviews. On every review in this library, you can select Read Full Review on G2 Crowd to go to the review on G2.com. Content Library : Shows all content licensed for use

The G2 Review Attribution tab contains reviews for your product that have not been mapped to a Salesforce account. In the list of reviews, each item includes the name of the reviewer, the company the reviewer works at, and the title of the review, which links to the full review page on G2.com. Mapping reviews to accounts To map a review to an account: Go to the G2 Review Attribution tab, then select Account . Search for a Salesforce account name or browse the most recent account options, then select the account for mapping. If an account does not exist, you can create one from this pop-up by selecting New . Re-map or un-map a review To modify the mapping of a review: Go to the G2 Reviews tab. Find the review, then select Edit from the Action column. If using Salesforce Lightning, you can find reviews by

A buyer viewing G2 comparison pages for your product can be a clear signal that they are entering a critical stage of the buying process. Notifying your Salesforce account owners of this activity as it happens can provide an advantage over your competitors. This example notification sends an email to Salesforce account owners when one of their mapped accounts views a comparison page for your product. For more information on which Buyer Intent signals are included in your subscription, refer to G2 Plans . 1. Create the record-triggered flow To create a new flow: At the top-right corner of any Salesforce page, select Setup . In the left sidebar, go to Build > Create > Workflow and Approvals > Flows . If using Salesforce Lightning, go to Process Automation > Flows . Select New Flow to open the Flow Builder. Select Record-Triggered Flow , then Create . Find the G2 Event object by searching for G2Crowd__G2

G2 CRM Connector for Salesforce enables you to map your G2 data directly to your accounts and leads in Salesforce so that you can build dashboards, create workflows, run reports and more. Benefits of G2 CRM Connector G2 CRM Connector is highly customizable, and can be adapted to your specific Salesforce environment and use cases. For example, G2 CRM Connector enables you to: Display G2 data directly in your Salesforce account and lead page layouts to help members of your organization leverage G2 data in their existing workflows. Create custom Salesforce reports to segment and target lists of prospects or identify customers at risk for churn. Set up notifications so that members of your organization can be kept up to date on high-intent G2 activity. Design Salesforce dashboards to inform your outreach messaging and marketing content based on G2 activity. Aggregate , share , and build G2 marketing content to enable

basis, refer to G2’s Set up a Salesforce CRM webhook documentation.

This example smart list shows associated companies with several G2 Buyer Intent signals. More Buyer Intent signals could mean increased interest in your product or product category, depending on the type of signals being generated across a company. As G2 Buyer Intent signals are mapped to all people across an associated company, using this example list for a smart campaign will result in all people across a company being affected. Complete the following steps to build this smart list: Go to your Marketo instance, and then select Database . Select New > New Smart List . In the New Smart List pop-up, choose a folder and enter a name for the smart list. G2 suggests including a description with details of the filters used to create the smart list. Select Create . Select the Smart List tab. Search for the G2 Total Pageviews filter. Select and drag it to the smart list canvas

specific competitor. Field Operator Value G2 Comparison Pageviews greater 0 To limit comparisons to a specific competitor for targeted outreach, select + , then add the following criterion. Field Operator Value G2 Pages Viewed contains YOUR_COMPETITOR_NAME Accounts at risk for churn This example criterion includes companies that viewed a G2 alternatives page that featured your product. For Customer Success teams, this activity can indicate that an account is at risk for churn. Field Operator Value G2 Competitors Pageviews greater 0 AND G2 Pages Viewed contains YOUR_PRODUCT_NAME Buyers from a specific geolocation This example criterion includes companies with individual buyers from certain geographic locations. Field Operator Value G2 Pages Viewed contains COUNTRY_OR_REGION You can enter regions or countries into the Value field. The location must exactly match the details in the Buyer Intent signal, so "U.S." cannot serve as a replacement for "United States". Profile or

G2 makes hundreds of fields available via the G2 CRM Connector. These fields can represent a variety of data points, from details about a G2 Buyer Intent event to the answers a G2.com reviewer submitted for a product. G2 has provided several examples below that show how Salesforce reports can be customized with G2-provided fields. These examples can either be used directly or as inspiration to build custom Salesforce reports for your organization. G2 does not directly support building individual Salesforce reports for customers beyond these included examples. Example report #1: G2 Buyer Intent activity by Salesforce account Example report #2: All leads and the related G2 Events Example report #3: G2 visiting organizations information Example report #4: Product comparisons Example report #5: G2 Buyer Intent data organized by Salesforce account owner Example report #6: Mapped Salesforce accounts with opportunities Example report #7: Find mapped Salesforce accounts with

G2 data sent via the G2 CRM Connector does not trigger the standard notifications Salesforce normally provides to your team when changes are made to an account, lead, or opportunity. Instead, to set up G2-related Salesforce notifications, you need to utilize Salesforce’s Flow Builder to create custom notifications. These custom flows and processes are not included as part of the G2 CRM Connector for Salesforce, and must be built by your team. To simplify this process, G2 provides example notifications and build guides that can be used for reference when creating your own custom notifications. Email Salesforce account owners when products are being compared Email account owners when their accounts are researching alternatives to your product Email Customer Success team for G2 reviews with low scores Send Chatter message to account owners when products are being compared To learn more about Salesforce’s Flow Builder and Process Builder

This example list includes companies that viewed a G2 alternatives page for a product in your category in the past 30 days. This type of Buyer Intent signal indicates that a buyer is seeking alternatives for a product in your category, but your product is not necessarily being compared directly. For sales and marketing teams, alternative signals suggest that you should provide general knowledge about your product and how it compares to the product featured in the alternatives page. Refer to the HubSpot emails with G2 marketing content documentation to target this list with an email featuring G2 marketing content. To build this list: In HubSpot, navigate to Contacts > Lists . Select Create list to enter the Create a list editor. Select Company-based , enter a List name , then select Active list or Static list . For more information on the differences between active and static lists, refer to HubSpot’s Differences

Salesforce dashboards are visual representations of Salesforce reports. Dashboards consist of components, which are the various visual styles that the report information can be translated to (for example, horizontal bar chart). For each dashboard component, a Salesforce report serves as the source of data for the component. That data is not updated on its own. Dashboards can either be refreshed manually by users, or they can be scheduled to run at certain times. Salesforce resources for dashboards To learn more about how to create Salesforce dashboards, review the following Salesforce resources: Reports & Dashboards for Salesforce Classic learning module. Reports & Dashboards for Lightning Experience learning module.

The Features tab enables you to select category-specific features to help users understand your product’s functionality and ensure that your product is rated accurately by G2 reviewers. Basics of Features Where features appear on your product profile The Features tab displays all features that have been determined by G2 to be available in your product categories. Selecting features in my.G2 enables reviewers to rate your features on the G2 Review form. Feature ratings appear in the Features tab on your profile. Managing your features in my.G2 If your product is in a category that does not yet have G2-verified features, the Features tab will not appear in my.G2. To manage your features: Go to my.G2 , then Product Information > Features . For each feature, select the feature format that most accurately represents how the feature's availability for your product. Feature formats include the following