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1

To Export data to Salesforce:
  1. Select relevant records to be exported in ExactInsights Companies or Contact Lists.
  2. Click “Export to CRM” and select the relevant Integration name. The Integration connection status must be “Valid” in order to select it for export.
Select an Integration to export data to
Select an Integration to export data to
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Click “Export”. While data is exported you will receive a notification.
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Any record that has been exported has a “CRM” indication with a timestamp of the latest export
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