CRM target lists and sync
Sync company lists from Attio or HubSpot into Homie and keep intro progress connected.
Select company lists in Attio or HubSpot to create target lists in Homie. Membership refreshes weekly, and you can review unmatched companies in Homie.
Connecting
Organization admins can open Settings → Integrations and connect HubSpot or Attio. CRM integrations require a plan with CRM access or an active trial. Salesforce is listed as coming soon.
You approve access on your CRM's login screen. You can connect both providers.
Selecting company lists
- Open your CRM's three-dot menu and choose Settings, or choose Add a target list during onboarding.
- Select the company lists to import. Use Refresh lists after changing your CRM setup.
- Choose Sync selected list. Each selection creates one company target list in Homie.
- Open the imported list to see matched companies and review any that need a match.
Only company lists appear in the picker. Homie matches companies by domain; missing or ambiguous matches remain available for manual review. Manual matches survive later refreshes.
Weekly membership updates
The first import starts when you select a list. Successful imports schedule another refresh seven days later. Open a list's action menu to Sync now, Pause weekly sync, or Resume weekly sync.
When companies enter or leave the CRM list, Homie updates its imported memberships after a complete scan. A failed scan keeps the last successful list intact. Companies added manually in Homie are preserved.
Permissions and troubleshooting
Attio needs access to company records, list entries and list configuration. If Homie cannot read your lists, use Reconnect Attio to grant the required permissions. HubSpot needs company and list read access. Your CRM administrator may need to approve access.
If you reconnect a different CRM workspace, select its lists again. Existing lists stay tied to their original workspace.
What you see
People in your network carry a CRM marker showing which system holds the record. Click it to open the record itself. Hover it to see where that person stands, including the deal value when there is one.
What Homie brings in
Alongside target-list sync, Homie reads your existing CRM records and matches them to people and companies in your network, so you see the opportunities you already have instead of duplicates. HubSpot imports contacts and deals. Attio imports People, Companies, Deals, and staged List entries. Matching needs identifying evidence; a shared first name is not enough to link two people.
The general CRM import refreshes weekly. An admin can also use Sync now in the CRM’s three-dot menu on the Integrations page; large imports resume where the previous run stopped. This import schedule is separate from target-list sync.
Organization admins can review the result under Settings → Exclusions. CRM-managed exclusions show the source, CRM stage, matched people, and how many existing warm paths are currently hidden. Change the stage in your CRM—or disconnect it—to remove an automatic exclusion. The manual list remains available on the same page for accounts that are not in your CRM.
Suggestions that match your pipeline
Once a CRM is connected, three kinds of account stop appearing in intro suggestions:
| Held back | Why |
|---|---|
| Customers | You already sell to them. |
| Lost and churned | The deal already has an answer. |
| Deals about to close | Sales is closing them right now, for example contract sent, in negotiation, or waiting on signature. |
Everyone earlier in the funnel stays visible. Leads, qualified accounts, and booked demos and meetings are exactly who a warm intro is for.
This works at account level: if a company is already a customer, their colleagues are not treated as fresh opportunities either.
Nothing is deleted, and your network stays intact. The same rule is applied before Homie evaluates or saves new suggestions and again before paths, Slack alerts, or email digests are delivered, so an answered account cannot leak through one surface while disappearing from another.
Sending intro progress to your CRM
When an intro moves forward in Homie, Homie records that progress in each connected CRM. HubSpot creates a deal when a meeting is booked and advances that deal as the intro progresses. Attio updates the person's status; it reads existing Deals and Lists for visibility and exclusions.
HubSpot also syncs in the other direction. If a sales rep advances or closes the matching HubSpot deal, the intro in Homie follows on the next refresh. Pre-terminal stages only move forward, while an explicit won or lost result can replace the current Homie stage.
If no CRM is connected
Nothing is hidden. Homie will not filter your pipeline on a guess, so every prospect stays visible until your CRM says otherwise. The same applies if you disconnect: Homie stops using CRM data for filtering straight away.