ExactInsights: Export Companies and Contacts to Salesforcece
In order to Export data from ExactInsights to Salesforce, First setup a valid Salesforce Integration and map relevant data points into Salesforce standard and custom fields.
- To Export data to Salesforce:
- Select relevant records to be exported in ExactInsights Companies or Contact Lists.
- Click "Export to CRM" and select the relevant Integration name. The Integration connection status must be "Valid" in order to select it for export.
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Select an Integration to export data to
- Click "Export ". While data is exported you will receive a notification.
- Any record that has been exported has a "CRM" indication with a timestamp of the latest export
Updated 10 months ago