Through Seamless.AI, you can import directly to a number of CRMs, including Salesforce, Hubspot and Outreach.
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 Salesforce CRM. It's a one-click integration, Seamless automatically imports all of these contacts and companies directly into your CRM.
In This Article:
You can easily import all of your contacts into your favorite CRM in one-click. Seamless A.I. will automatically create the contact or lead based on your CRM settings.
Seamless will also automatically check for duplicates on contacts, leads, and accounts.
1. To manually import a contact click the Salesforce icon in your My Contacts tab by the contact you want to import.
1. Select the checkbox by one or more contacts to mass import to CRM
2. Click Import Selected or Import All to mass import multiple or all selected
3. Once the CRM icon is filled in (color change from grey to blue) your Contact is imported into your CRM
A red icon indicates an error that needs to be corrected. Most commonly you must reconnect your CRM. Follow these instructions here to visit your CRM page.
A yellow icon indicates a duplicate account has been found and needs reviewed. You will be given the option to add a new account or append to an existing account. Once you make your selection we will update this record.
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