How-to guides
Connect your CRM
Push accounts and contacts into OnePageCRM or HubSpot — updates, never duplicates.
If a CRM is where you work your day, Diurno HQ can push accounts straight into it — Diurno HQ finds and explains the companies, your CRM runs the deal. Two are supported today: OnePageCRM (accounts, best contact, score and why-now as background, tags, and pending next actions into the Action Stream) and HubSpot (company + best contact, associated and kept up to date). Both are push-style and idempotent: pushing again updates the same record, never a duplicate.
Connect it (once)
- 1Get your OnePageCRM API credentialsIn OnePageCRM: your profile → API — copy your user ID and API key.
- 2Enter them in Diurno HQSettingsIntegrations — paste both, keep Integration enabled ticked, hit Save. Owner/admin only. The key is stored server-side and never shown again — you'll only ever see its last 4 characters.
- 3Test the connectionClick Test connection. “Connected” means pushes will work.
Pushing accounts
| Scope | How |
|---|---|
| One account | Push to CRM in the account page header. |
| A whole view | AccountsBulkPush view to OnePageCRM… — pushes the top of your current view by intent score (up to 100 per batch). |
| Automatically | An automation rule with the “Push to OnePageCRM” action — e.g. push every account the moment it enters Immediate Outreach. |
- No duplicates — pushing again updates the same OnePageCRM contact instead of creating a new one, and next actions are only pushed once each.
- No verified person yet? The account is pushed as a company record so it still lands in your stream; re-push after verifying people.
HubSpot
- 1Create a private app in HubSpotHubSpot: Settings → Integrations → Private apps → Create. Grant the CRM scopes for companies and contacts (read + write), then copy the access token.
- 2Paste the token in Diurno HQSettingsIntegrationsHubSpot — paste, save, then Test connection. Owner/admin only; the token is stored server-side and only its last 4 characters are ever shown again.
- 3PushPush to HubSpot appears in every account page header once connected. Diurno HQ first looks the company up by domain in your HubSpot portal — an existing record is updated in place, and the best verified contact is created (or matched by email) and associated with it.