Manually Export Contact Records to CRM
If you wish to send a Contact record to your connected CRM:
Select the Checkbox next to the record or records > select Export > select Export to Connector > select your CRM
Manually Export Company Records to CRM
If you wish to send a Company record to your connected CRM:
Select the Checkbox next to the record or records > select Export > select Export to Connector > select your CRM
When exporting Company records to your CRM, you have the option to also export all associated Contact records.
Watch the following video for more information:
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.