Once you’ve selected your filters and saved them, you can either export your records to a list, your preferred CRM file or to your preferred CRM. Here, we will show you how to export records to your preferred CRM (Salesforce, HubSpot, and Pipedrive) from the Slintel platform.
Companies
To export your selected Companies to your preferred CRM, follow these steps:
Select your filters on the Companies tab. Here, we have selected the filter of “United States” under the Company Location tab-> Location filter category, under the Companies tab. The results will automatically update with the filter criteria.
You can either:
Select the companies on the page manually, or
Select the companies you want to export to your preferred CRM by clicking on the selector. Here you can:
Select the entire page- 25 records
Select all records under this filter- Maximum of 50K records
Once you’ve selected the companies, click on the “Export” option, and then click on the CRM you want to export your leads to.
Click on “Confirm” when prompted
And you’re done! You’ve successfully exported records to your preferred CRM.
Leads
To export your selected Leads to your preferred CRM, follow these steps:
Select your filters on the Leads tab. Here, we have selected the filter of “CEO” under the Job Title filter, under Leads filter category, in the Leads tab. The results will automatically update with the filter criteria.
Select the leads you want to export to your preferred CRM by clicking on the selector. Here you can:
Select the entire page- 25 records
Select all records under this filter- Maximum of 50K records
Custom select how many leads you want to select, and additionally, select the number of leads you want from each individual company.
Once you’ve selected the leads, click on the “Export” option, and then click on the CRM you want to export your leads to.
Once done, click on “Confirm”.
You’ve successfully exported your leads to your preferred CRM.