How to Connect ContactOut to Your CRM

Created by Albert Jou, Modified on Thu, 6 Jun at 7:44 AM by Albert Jou

SO, LET’S GET STARTED

Head to your ContactOut Dashboard and go to your Account Page

CONTACTOUT INTEGRATED SYSTEMS

After that you find many systems that ContactOut can integrate with

SELECTING YOUR DESIRE SYSTEM

Here you can select the system you would like to connect
Click on Connect

ContactOut automatically bring you here

Here you find your integrated systems in your chrome extension

SAVING PROFILES

Where you can save your profile directly to your CRM with just one click

SAVED PROFILES

You will see your saved profiles in leads option

SAVING LEADS

Click the dropdown menu to select the exact folder or location you want the lead to be saved to

The same procedure require for LinkedIn standard and LinkedIn sales navigator

How to export leads?

TIP

You can also export save leads

Here are some steps,

STEP 1:

Click on select all option and then you are able select all leads

STEP 2

After that click on Export leads option

Then select your desire option to export lead and click export

After that, choose where you want them to go

NOTE:

Before you know it getting the right data quickly with ConttactOut becomes part of your everyday workflow