How do I import into my CRM? Press one button to automate data entry into your CRM and save hours of time.
Seamless leverages artificial intelligence so that you can automate CRM data entry forever. When leveraging Seamless, once you've found all the contacts and companies that you want to sell to, will automatically import these contacts and companies directly into your CRM such as Salesforce. It's one-click integration, Seamless automatically imports all of these contacts and companies directly into your CRM.
Steps to Import to CRM:
- Connect your CRM from the CRM Setup screen
- Once connected, setup your integration and mappings in the CRM Settings - here you can define things like if you will import as leads or contacts, and set mappings for your fields to your CRM.
- Navigate to My Contacts or My Companies
- On the right side of the table of your contacts/companies, simply click the CRM icon and Seamless will import this lead into your CRM
- If a duplicate account or contact is found, Seamless will provide you with options to select an alternate match or import as a new contact or lead