CRM JOB TITLE STANDARDISATION
Consistent CRM data
Turn Inconsistent Job Titles into Structured Data
Job Title Normalisation turns different versions of the same role into consistent job-title data that is easier to use across your CRM.
EazyMatch AI also identifies the seniority and business function associated with each title, providing more useful information for ICP matching, segmentation, reporting and outreach.
How it works
Processed After Your CRM Sync
Job titles found in your CRM are processed after your data has been synchronised with EazyMatch AI. You do not need to submit each title individually.
EazyMatch AI reviews the unique job titles in your CRM cache and saves an AI-generated normalisation for each processed title.
Normalisation creates structured job-title information for use within EazyMatch AI. Your existing CRM data is not changed unless you choose to synchronise selected fields back to your CRM.
Structured outputs
What EazyMatch AI Adds
Each processed CRM job title can produce three structured values:
Consistent Role Name
Converts variations of the same role into a clearer and more consistent job title.
Level of Responsibility
Identifies the seniority associated with the role, helping you group contacts by decision-making level.
Business Area
Identifies the business function associated with the role, such as Sales, Marketing, Finance or Operations.
Why normalise?
Use Cleaner Titles Across Your CRM Processes
Simplify ICP Setup
Reduce the number of spelling differences, abbreviations and title variations you need to review when defining your target contacts.
Improve Segmentation
Build more reliable contact lists using consistent titles, seniority levels and business functions.
Improve Reporting
Group contacts consistently instead of reporting separately on multiple versions of the same role.
Personalise Outreach
Use structured job-title data to create more relevant email campaigns, workflows and sales activity.
Title overview
Understand Your Job Title Data
The summary at the top of the page shows how many unique CRM job titles have been found and how many have a saved AI normalisation.
Test a title
Preview a Job Title
Use the Try a Title input to enter a job title and preview the result returned by the available rule fallback.
This allows you to test how a title may be interpreted without changing an existing CRM record.
Review and corrections
Review Your Normalised Titles
The Normalisation Table shows your original CRM titles alongside the saved normalised title, business function, seniority and status.
Use the filters to switch between all titles, normalised titles and titles that are still waiting for normalisation.
Select Generate AI Suggestions for This Page to generate suggestions for titles shown on the current page. You can also select Open Summary View to review the consolidated results.
Select Edit to manually change the normalised title, function or seniority for an individual row.
Your manual corrections are used before saved AI normalisations. This allows you to retain control when a title needs a different interpretation.
Use the row-level Reset option when you want to remove a manual correction and restore the previous result.
CRM write-back
Send Normalised Job Title Data to HubSpot or Pipedrive
When you are ready, you can send selected job-title values back to your connected HubSpot or Pipedrive account.
You can synchronise only the normalised job title or also include seniority and function when you want richer CRM data for reporting, segmentation, workflows and outreach.
Create the Required CRM Fields
Before connecting CRM write-back, create fields for the normalised title, seniority and function in your connected CRM.
HubSpot Contact Properties
Create the contact properties using the exact internal names shown below. EazyMatch AI uses these internal names to connect the corresponding properties.
Pipedrive Person Fields
Create corresponding custom person fields in Pipedrive, then select those fields when configuring CRM write-back in EazyMatch AI.
| Value | HubSpot internal name | Suggested Pipedrive field name |
|---|---|---|
| Normalised title | normalized_job_title |
Normalised Job Title |
| Seniority | job_title_seniority |
Job Title Seniority |
| Function | job_title_function |
Job Title Function |
The HubSpot internal property name
normalized_job_title must retain its original spelling
with a “z”. This is a technical field name used by the integration.
- Create the CRM fields Create the required contact properties in HubSpot or custom person fields in Pipedrive.
- Select the values you want to use Tick Normalised Title, Seniority and/or Function depending on which values you want to send to your CRM.
- Connect the selected fields Select Connect Selected Fields and connect the fields created in your CRM.
- Synchronise the selected fields Select Sync Selected Fields when you are ready to send the chosen values to HubSpot or Pipedrive.
Only connected and selected fields will be updated. Existing CRM data is not changed until you select Sync Selected Fields.
Manual corrections are used first, followed by saved AI normalisations.
