Turn HubSpot into a Match Maker 💘 Recruitment & Candidate Matching Tools

HubSpot is great at associating contacts and companies based on domains, unique IDs and other data rules, but sometimes who should be associated isn't so clear. Let's take an example of recruitment: You have a company that has a specific role in a specific city, you need to find contacts in that city with that role. You could create some manual lists but that is time consuming and tedious. What you really want is a dashboard that does it all for you. 

That's why we're excited to introduce our new Smart Matching Tool for HubSpot – a game-changing feature that automatically identifies and highlights contacts and companies with matching properties, saving you hours of manual work while ensuring you never miss a perfect connection.

How the Smart Matching Tool Works

The Smart Matching Tool operates by continuously analyzing your HubSpot database to identify contacts and companies that share specified property values. Once matches are identified, they're prominently displayed on an intuitive dashboard that provides a clear, actionable overview of all your potential connections.

Here's the process in action:

1. Set Your Matching Criteria: Define which properties should be matched between contacts and companies (such as location, industry, role, skills, or any custom properties you've created)
2. Automatic Analysis: The tool continuously scans your database, comparing contact properties against company properties based on your specified criteria
3. Dashboard Visualization: Matches are displayed on a dedicated dashboard with clear highlighting, making it easy to spot opportunities at a glance
4. Export-Ready Data: Quickly export matches to excel and share with other stakeholders. 
5. Action-Ready Results: Click through to see detailed match information and take immediate action on promising connections

Perfect for Recruitment Companies

While the Smart Matching Tool has applications across many industries, it's particularly powerful for recruitment companies and staffing agencies. Here's how it transforms the recruitment process:

Traditional Recruitment Challenges

• Manually reviewing candidate profiles against multiple job openings
• Missing qualified candidates due to oversight or time constraints
• Spending hours cross-referencing location preferences, industry experience, and role requirements
• Difficulty tracking which candidates have been matched to which opportunities

Smart Matching Tool Solutions

• Location Matching: Automatically identify candidates whose location preferences align with job openings in specific cities or regions
• Industry Alignment: Surface candidates with experience in the exact industries your client companies operate in
• Role Compatibility: Match candidates' current roles or career aspirations with available positions
• Skill Matching: Connect candidates who possess specific skills with companies seeking those competencies
• Experience Level: Pair junior, mid-level, or senior candidates with appropriately leveled opportunities

Key Features and Benefits

Intelligent Property Mapping

The tool recognizes various property types and formats, ensuring flexible matching that works with your existing data structure.

Real-Time Updates

As new contacts are added or existing properties are updated, the matching engine immediately recalculates potential connections.

Customizable Match Strength

Set different matching criteria combinations and assign priority levels to focus on the most important connections first.

Integration with HubSpot Workflows

Automatically trigger follow-up sequences, task creation, or notification emails when high-priority matches are identified.

Detailed Match Analytics

Track which types of matches convert most successfully to optimize your matching criteria over time.

Beyond Recruitment: Other Use Cases

While recruitment is the primary use case, the Smart Matching Tool offers value across multiple scenarios:

• Sales Teams: Match prospects with similar companies that have already converted
• Partnership Development: Identify potential partners in complementary industries or locations
• Event Planning: Connect attendees with similar interests or backgrounds
• Customer Success: Match new customers with existing success stories in similar situations
• Business Development: Identify companies that match your ideal customer profile

Enhance Your Connection Strategy Today

The Smart Matching Tool eliminates the guesswork and manual effort from finding perfect connections between your contacts and companies. For recruitment companies, this means placing more candidates faster. For sales teams, it means identifying the warmest prospects efficiently. For any business focused on relationship building, it means never missing an opportunity to make meaningful connections.

Ready to revolutionize how you identify and act on matching opportunities in your HubSpot database? Contact us now to learn more about implementing the Smart Matching Tool in your HubSpot portal.