Overview
Intent data is a set of behavioral signals that can be used to learn more about prospects' intentions before interacting with them. Using this feature will help you connect with the right prospects at the right time and increase your chances of closing deals.
💡Note: Only admins and managers can set intent topics for account users
Use cases
Identify potential buyers sooner - Recognize and target accounts that are actively searching for a solution you offer.
Increase conversion rates - Personalize your messaging based on the intent of your audiences for instant business connections.
Achieve faster deal cycles - Prioritize your outreach with company-level intent scores.
Setting up the Intent feature
Step 1 - Select relevant topics
Note: Only Lusha admins and managers can set intent topics for account users.
Log in to your Lusha Dashboard and click Intent from the navigation bar above.
You will be directed to the Introducing Lusha intent data page, where you can click on Set intent topics to get started.
Once the list appears, you can either use the search bar or scroll down to find your relevant topics. You can see all the topics you selected under the 'Selected Topics' widget.
Please note: Depending on your plan, there will be a maximum number of topics allowed for your account.
Click 'Save selection'.
Topics can be chosen from the Lusha Dashboard, Prospecting tab, and Extension.
💡 Note: Once the topics have been saved, they can be changed once a month by your CSM or Support. This allows users to better track trends in intent over time.
Step 2 - Start prospecting with intent data
In the Intent tab, you can receive company-level intent insights based on the topics you have selected.
The results table shows companies based on a specific intent topic, their intent signal score, and signal trends.
Your list will only display companies that have shown interest in topics selected by the admin or manager.
A signal score indicates a company's interest in a particular topic based on Lusha’s behavioral insights.
By adjusting the Signal score range, you can control the display of companies with intent scores ranging from 60 to 100.
Signal trends show how companies’ intent scores for your selected topics have changed when compared to the previous week (↓, 0, ↑).
Intent in the Lusha Dashboard
Admins and managers can also choose intent topics for account users directly from the dashboard.
Click Select intent topics from the widget in the left corner.
2. Select intent topics from the list.
3. Click Apply topics.
Make sure the topics you choose are the ones you wish to use since they cannot be changed.
4. Within the Lusha Dashboard, on the right-side widget, you can see the selected topics.
Intent within the Prospecting tab
By checking the box next to each company within the Intent tab, you can select companies one-by-one, or in bulk.
Now, you can choose to View employees or View companies from the top of the search results page.
3. You will be directed to the Prospecting tab. This tab will display the employees/companies you choose with matching indications of their company’s intent score and trend.
4. Check the boxes next to the contacts you wish to reveal and click Show details.
5. You can now decide whether you’d like to save your revealed contacts in your CRM or in your Lusha lists by clicking Save selected or you can export your revealed contacts to a CSV file by clicking Export.
Pro tips for using Intent in Prospecting
Within the Prospecting section of the Lusha platform, users can filter their employee and company searches by intent topics via the Intent filter.
*Please make sure to choose the relevant tab for your search: Contacts / Companies.
Choose the relevant topics by ticking the boxes:
The Intent filter also allows you to change the Signal score by adjusting the score range.
Leverage your Lusha experience by adding more prospecting filters according to your needs. This way your results will be more accurate and refined.
Intent topics can be clearly identified on the company search by hovering over the purple icon
On contacts search, Intent topics can be identified by pressing the contact name.
Intent in the Lusha Extension
Based on the topics selected by the admins or managers, you’ll be able to view an indication of the company’s intent by hovering over the purple icon next to the company’s name.
Extension in contact view | Extension in company view |
Intent CRM Integration
Intent data can now be integrated into your CRM and added on the Company level, providing a complete end-to-end enrichment experience and a range of buyer insights data such as Intent topic count and average score.
Before you set up your Intent integration:
Make sure your account Intent topics are set.
Make sure your CRM integration is connected (Read more on CRM integration here).
Once your Intent topics and integrations are set:
Select the integration you would like to export Intent data to.
Next, click on Manage Integration.
Please note, the Manage Integration button will only appear when the CRM is connected.
In the Field Mapping section, select Intent from the dropdown menu located at the bottom of the page.
4. Once the Intent has been selected, match the Lusha and CRM fields.
5. Click ‘Save’. Lusha's Intent data is now available in your CRM!
Export company details
You can easily export a list of companies' data to CSV directly from the Prospecting Companies tab. Up until now, it has been 25 companies at a time, this has now changed to 10K companies at a time!
How can it be done?
Click on the Intent tab and select the companies you would like to export
Click on 'View companies' and you will then get a list of companies based on their level of intent
To export your list in bulk, click on the bulk export button
You can then customize your columns to include and exclude the data you want.
That’s it - you’re all set! Within moments, you'll have your data ready for action.
💡 Note: This action can only be done once every hour
