Seamless.ai introduces the ability to setup CRM importing to automatically import contacts found in Seamless, as well as the ability to bulk import contacts.
Step 1 - Setup Automatic Importing by selecting YES in CRM Settings
Step 2 - Find new contacts in Seamless.ai
Step 3 - Your contact will automatically be imported to Salesforce. If a contact is found, the top recommended contact is used in duplicate checking
Step 1 - Find contacts in Seamless.ai and add those to My Contacts
Step 2 - Select Import All in Seamless.ai
Step 3 - Seamless.ai will import all contacts that have not yet been imported in bulk. Any duplicate will use the top recommended contact for duplicate checking.