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The Hunter.io Feature

In this article you will learn how to access the Hunter.io feature in the Contacts and Organizations modules in CRM!
S
Shreya Kulkarni
22 Jun, 2022 - Updated 3 months ago
Table of Contents

Introduction

 


Hunter.io is a software solution that helps you find email addresses related to a domain in seconds. It is an advanced email lookup tool. It lets you search domain-specific email addresses helping you connect with employees of a company. It provides their details such as name, email address, phone number etc. With 100+ million email addresses listed, it offers accurate search criteria and verification checks. It verifies the deliverability of email addresses so you can send your mails confidently. 

Hunter.io with Vtiger CRM

Integrating Hunter.io with CRM easily retrieves the count of department-wise email addresses for an Organization-specific domain along with their professional details. It carries out email verifications for your business contacts and explicitly provides their verification statuses.

Note: The Hunter.io feature is available only for the
Contacts and Organizations modules in CRM. 

Hunter.io for the Organizations module

You can find domain-specific email addresses using Hunter.io using the domain name specified in the website field of an Organization record. 

Note: To access Hunter.io from an Organization record the Website field should be populated with data. 

Hunter.io provides the following information: 

  •  The count of domain-specific email addresses (email senders) received for an organization. 
  • Separate counts of generic (company) and personal (individual) email addresses received. 
  • The count of email addresses received department-wise such as Sales, Support, HR,  etc.

You can display more details of email addresses such as first name, last name, phone, position, department, etc. and also the sources for email addresses. You can also add contacts from this window. 

Hunter.io for the Contacts module

Hunter.io picks the specified email address and the organization from a contact record for email verification. It verifies if a contact’s email address is valid. Once verified it displays the verification status accordingly. This feature is available in the One View of Contacts records.  

Note: To access Hunter.io from a Contact record the Email and Organization Name fields should be populated with data.

Benefits of Hunter.io

  • Conveniently categorizes email senders for your business.
  • Helps you capture invalid business contacts.
  • Helps you connect with people interested in your business.

Feature Availability

The Hunter.io feature is available to all Vtiger CRM editions.

Key Terminology 

Domain 

Domain Name or Domain is the name or address of the website and is a part of the URL that identifies a website. 

Website

Website is a collection of web pages used to display information to users.


Generic email addresses

Professional email addresses that you receive from corporate email domains such as gmail.com, hotmail.com etc.


Personal email addresses

Informal email addresses that you receive from individual users.

Source

Origin of an email address. The details in the source help you understand who and where an email has been sent from. This also provides you insights about the email senders.

Valid email addresses

They are real-time authenticated email addresses which are deliverable. It has a legitimate email format and a real mailbox at the user domain.

Invalid email addresses

Are non-existing unauthenticated email addresses which are undeliverable. It has an illegitimate email format with no real time mailboxes alloted.

Prerequisites

To integrate Hunter.io with Vtiger CRM you must:

  • Have an active business account with Hunter.io.
  • Enable the Hunter.io extension in Vtiger CRM.

Installing Hunter.io

Hunter.io is a third-party app that you must install from Vtiger’s Extension Store. You can install extensions only if you are an Admin user in the CRM.

Follow these steps to install Hunter.io:

  1. Log into your CRM account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Add-ons on the bottom left corner of the screen.
  4. Look for the Hunter IO extension.
  5. Click Install.
  6. Click Yes to confirm the installation.

Once you have installed it successfully, follow these steps to find the app:

  1. Login to your CRM account.
  2. Click the User Menu.
  3. Look for Lead & Contact Management.
  4. Click Organizations.
  5. Click the Settings icon. 
  6. Hunter.io Settings is now available.

 Integrating Hunter.io with CRM

Let us learn how to integrate Hunter.io with the Organizations module in CRM.

Integrating Hunter.io with CRM requires:

  • Step 1: Retrieving the Hunter.io API Key
  • Step 2: Integrating Hunter.io with Organizations

These steps require navigating back and forth between the Vtiger CRM screen and Hunter.io portal.

Step 1: Retrieving the Hunter.io API Key

Follow these steps to retrieve the Hunter.io API Key:

  1. Login to your CRM account.
  2. Click the User Menu.
  3. Look for Lead & Contact Management.
  4. Click Organizations.
  5. Click the Settings icon. 
  6. Click Hunter.io Settings. You will be directed to the Hunter.io Setup page.
 
  1. Click the Copy your API key from here link. You will be directed to the Hunter.io portal.
  2. Login to your Hunter.io account. You will be directed to the home screen.
9. Click > Account & Settings > API. The API key window displays the key.
10. Click the Copy icon to copy the API Key. (To a Notepad or a document.)


Step 2: Integrating Hunter.io with Organizations

Follow these steps to integrate Hunter.io with Organizations:

  1. Go back to the Vtiger CRM Hunter.io Setup page.
  2. Paste the copied API Key in  the Hunter.io API Key field.
  3. Click Save.
  4. If Hunter.io was integrated successfully, the Saved Successfully notification is displayed.

You have now successfully integrated Hunter.io with the Organizations module in CRM.

Accessing Hunter.io in the Organizations Module

For the Organizations module, the Hunter.io feature searches and reports the count of domain-specific email addresses received for an Organization. It provides separate counts of personal and generic email addresses received. Clicking more details you can:

  • View detailed information of email addresses (senders)
  • Add email senders as contacts to CRM.
  • View sources for email addresses.

In this section let us learn how to access the Hunter.io feature in the Organizations module and display relevant details.

Follow these steps to access Hunter.io in the Organizations module:

  1. Login to your CRM account.
  2. Click the User Menu.
  3. Look for Lead & Contact Management.
  4. Click Organizations.
  5. Click on an Organization record. You will be directed to its Summary View.
  6. Click the One View widget on the right corner of the screen to display the One View section. 
 
  1. If the website details of an organization record is available, the Hunter.io widget displays the count of email addresses for the organization’s domain department-wise.                 For instance in the screenshot, Hunter.io is displaying the count of email addresses (34) received department-wise for the domain www.vtiger.com specified for the Organization Vtiger CRM.

8. To get more information click the here button. You will be directed to the domain
  window displaying detailed information for email addresses received.
 
For instance, Hunter.io is displaying the details for email addresses received for the
  domain Vtiger CRM specified for Paul’s Electricals and Electronics.


You have now successfully accessed Hunter.io in the Organizations module.

Let us now learn how to add contacts and view sources for email addresses in the domain window in the Organizations module.

Adding Contacts and Viewing Sources in the Domain Window



Hovering your mouse over the domain window displays the Add Contact and View Source icons on the right corner of the screen.

In the domain window: 

  1. The Add Contact icon lets you add email senders (addresses) as contacts in the CRM. The contacts added are updated in the Organization record and Contacts module.
  2. The View Source icon lets you view sources for email addresses.

Follow these steps to add a contact from the domain window:

  1. Click the Add Contact icon.
  2. You will be directed to the Add Contact window. Enter other necessary contact details.
    1. Note: The fields will be  auto-filled if details are available for the contact.  
  3. Click Save.

You have now successfully added a contact from the domain window.



Follow these steps to view sources for email addresses from the domain window:

  1. Click the View Source icon.
  2. The Source windows displays various source details for the email addresses.

You have now successfully viewed sources for email addresses from the domain window.

Accessing Hunter.io in the Contacts Module for Email Verification

You can use the Hunter.io feature to verify contacts’ email addresses in the Contacts module. Once verified, Hunter.io provides the following verification statuses: 

  • Valid - If the email address’s verification is successful.
  • Invalid - If the email address’s verification is unsuccessful.

In this section let us learn how to access Hunter.io in the Contacts module to verify contacts' emails addresses.

Follow these steps to verify a contact’s email address: 

  1. Login to your CRM account.
  2. Click the User Menu.
  3. Look for Lead & Contact Management.
  4. Click Contacts.
  5. Click a Contact record. You will be directed to its Summary View.
  6. Click the One View on the right corner of the screen. You will be directed to its One View.

7. You can now view the Hunter.io email verification widget.
 

  1. Click the ? icon to verify the contact’s email address.
 
9. If the verification is successful, Status displays webmail and the valid email verification
  message is displayed.
For instance, James Paul’s email address jamesp@vtiger.com
  verified by Hunter.io is valid.

 

  1. If the verification is unsuccessful, Status displays invalid and the invalid email verification message is displayed. For instance, Henry Jude’s email address henry@jm.hr verified by Hunter.io is invalid.

You have now successfully verified a contact’s email address using Hunter.io in the Contacts module.

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