The following fields and field types are available for export. In many cases, the SalesIntel field can be mapped to fields of multiple types, to allow for a workflow that best meets your needs.
The Supported Mapping Field Types in the tables below show the types of fields to which each element can be mapped. Not all types are relevant for all platforms. Only fields of compatible types will be shown in your mapping options when configuring an integration.
When exporting data, the following logic is used determine whether to update an existing record or create a new record:
Accounts
- Match first on domain and exact name,
- Then on just domain,
- Then on exact name.
- If the exact name matches, but the domain is different, the account will not be matched. The domain is considered definitive.
Contacts
- Match on email address
- Your CRM may included other matching to reduce duplication. SalesIntel cannot override those matching rules, which may result in an export error being returned.
Account Object
| SalesIntel Field Name | SalesIntel Field Type | Supported Mapping Field Types |
| Source | String | String, TextArea, Picklist, Text, Email, Website, URL, Enumeration |
| Name | String | Not Customizable |
| Website | String | Not Customizable |
| URL | String, TextArea, URL, Text | |
| Street | String | String, TextArea, Picklist, Text, Email, Website, URL |
| City | String | String, TextArea, Picklist, Text, Email, Website, URL |
| State | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Postal Code | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Country | String | String, TextArea, Picklist, Text, Email, Website, URL |
| State Abbreviation | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Country Abbreviate | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Headquarters (HQ) Phone | Phone | String, TextArea, Phone, Text |
| Annual Revenue | Double | Int, Integer, Double, Currency, String, TextArea, Money, Text |
| Number of Employees | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| Sector | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Industry | String | String, TextArea, Picklist, Text, Email, Website, URL |
| NAICS | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| SIC | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
Contact Object
| SalesIntel Field Name | SalesIntel Field Type | Supported Mapping Field Types |
| Source | String | String, TextArea, Picklist, Text, Email, Website, URL |
| First Name | String | Not Customizable |
| Last Name | String | Not Customizable |
| String, TextArea, Email, Text | ||
| Personal Email | String, TextArea, Email, Text | |
| Account | String | Not Customizable |
| URL | String, TextArea, URL, Text | |
| Title | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Job Department | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Job Level | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Work Phone (Direct) | Phone | String, TextArea, Phone, Text |
| Mobile | Phone | String, TextArea, Phone, Text |
| Location Type | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Street | String | String, TextArea, Picklist, Text, Email, Website, URL |
| City | String | String, TextArea, Picklist, Text, Email, Website, URL |
| State | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Postal Code | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Country | String | String, TextArea, Picklist, Text, Email, Website, URL |
| State Abbreviation | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Country Abbreviate | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Headquarters (HQ) Phone | Phone | String, TextArea, Phone, Text |
| Branch Phone | Phone | String, TextArea, Phone, Text |
Lead Object
| SalesIntel Field Name | SalesIntel Field Type | Supported Mapping Field Types |
| Source | String | String, TextArea, Picklist, Text, Email, Website, URL |
| First Name | String | Not Customizable |
| Last Name | String | Not Customizable |
| String, TextArea, Email, Text | ||
| Personal Email | String, TextArea, Email, Text | |
| Company | String | Not Customizable |
| Website | URL | String, TextArea, URL, Text |
| URL | String, TextArea, URL, Text | |
| Title | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Job Department | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Job Level | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Work Phone (Direct) | Phone | String, TextArea, Phone, Text |
| Mobile | Phone | String, TextArea, Phone, Text |
| Location Type | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Street | String | String, TextArea, Picklist, Text, Email, Website, URL |
| City | String | String, TextArea, Picklist, Text, Email, Website, URL |
| State | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Postal Code | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Country | String | String, TextArea, Picklist, Text, Email, Website, URL |
| State Abbreviation | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Country Abbreviate | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Headquarters (HQ) Phone | Phone | String, TextArea, Phone, Text |
| Annual Revenue | Double | Int, Integer, Double, Currency, String, TextArea, Money, Text |
| Number of Employees | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| Sector | String | String, TextArea, Picklist, Text, Email, Website, URL |
| Industry | String | String, TextArea, Picklist, Text, Email, Website, URL |
| NAICS | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| SIC | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |