Signals go straight into your CRM

A signal is only useful if the person who owns the account sees it in time. Otto spots a VP of Sales at one of your target accounts commenting on a competitor’s launch post. If your team lives in the CRM, that signal sits in Otto until someone remembers to look, and by then the comment is a week old.

So signals now go where your team already works.

A task on the right account

Pick a signal, or a whole list of them, and choose Send to › CRM. Otto creates a task in Salesforce, HubSpot or Attio on the matching account, due today and linked to the person behind the signal when Otto knows who it is. The task holds what was said, why it matters now and a link to the source, so the account owner can act on it without opening Otto at all.

Otto also fills in the account’s latest signal: what type it was, how strong, when it happened and a link to it. Sort your accounts by last signal and you have this week’s call list.

If the company is not in your CRM yet, Otto tells you and offers to create it.

Only the signals worth a task

Each signal is scored as it lands. Leave scoring on Auto, or set your own rules, and push only the strong ones so your reps’ task lists stay short enough to finish.

No duplicates

Records already in your CRM are matched first: by the record you linked before, then by website, then by name. Send the same signal twice and you still have one task. Import from your CRM and two records with the same name and no website become one company in Otto, with the twin flagged as a duplicate in your CRM rather than copied across.

Ways teams use it

Account executives get signals on their own accounts as tasks in the queue they already work through every morning.

SDRs send the strong signals to the CRM for the record, and add the people behind them straight into a campaign that opens with the reason.

RevOps posts every signal to a webhook and routes it wherever it needs to go: a Slack channel, a Zapier flow, the data warehouse.

Marketing exports a CSV of the week’s signals for the account-based review, with the account, the signal and the source on every row.

Connect your CRM in Settings › Integrations. New to Otto Pilot? Book a demo and we’ll set it up with you.