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 mapping physical addresses please note that if you choose to allow the data to overwrite in your CRM, it will be required to overwrite the entire physical address.
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 include other matching to reduce duplication. SalesIntel cannot override those matching rules, which may result in an export error being returned.
Account Object
Notes: 'Source' will always populate as 'SalesIntel' and 'Accuracy Tier' will populate as one of Human Verified, Email Verified, or Machine Verified. 'Secondary Source' will populate as the SalesIntel feature that created/updated the record - these values may change over time, so it is recommend not to restrict to a picklist. If the field was created/updated via an automated workflow, the name of the workflow is also included, in addition to the signal.
| SalesIntel Field Name | SalesIntel Field Type | Supported Mapping Field Types |
| Source | String | String, TextArea, Picklist, Text, Enumeration |
| Secondary Source | String | String, TextArea, Picklist, Text, Enumeration |
| Company ID | String | String, TextArea, Picklist, Text |
| Accuracy Tier | String | String, TextArea, Picklist, Text, Enumeration |
| Name | String | Not Customizable |
| Website | String | Not Customizable |
| URL | String, TextArea, Text | |
| Street | String | String, TextArea, Picklist, Text |
| City | String | String, TextArea, Picklist, Text |
| State | String | String, TextArea, Picklist, Text |
| Postal Code | String | String, TextArea, Picklist, Text |
| Country | String | String, TextArea, Picklist, Text |
| State Abbreviation | String | String, TextArea, Picklist, Text |
| Country Abbreviate | String | String, TextArea, Picklist, Text |
| Headquarters (HQ) Phone | Phone | String, TextArea, Phone, Text |
| Annual Revenue | Double | Int, Integer, Double, Currency, String, TextArea, Money, Text |
| Year Founded | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| Number of Employees | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| Department Size (all depts) | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| Primary Sector | String | String, TextArea, Picklist, Text |
| Sector (list of all separated by semi-colons) | String | String, TextArea, Picklist, Text |
| Primary Industry | String | String, TextArea, Picklist, Text |
| Industry (list of all separated by semi-colons) | String | String, TextArea, Picklist, Text |
| Primary NAICS | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| NAICS (list of all separated by semi-colons) | String | String, TextArea, Picklist, Text |
| SIC | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
Contact Object
Note: 'Source' will always populate as 'SalesIntel' and 'Accuracy Tier' will populate as one of Human Verified, Email Verified, or Machine Verified. 'Secondary Source' will populate as the SalesIntel feature that created/updated the record - these values may change over time, so it is recommend not to restrict to a picklist.
| SalesIntel Field Name | SalesIntel Field Type | Supported Mapping Field Types |
| Source | String | String, TextArea, Picklist, Text |
| Secondary Source | String | String, TextArea, Picklist, Text, Enumeration |
| Accuracy Tier | String | String, TextArea, Picklist, Text Enumeration |
| Match ID | String | String, TextArea, Picklist, Text |
| 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, Text | |
| Title | String | String, TextArea, Picklist, Text |
| Job Department | String | String, TextArea, Picklist, Text |
| Job Level | String | String, TextArea, Picklist, Text |
| Work Phone (Direct) | Phone | String, TextArea, Phone, Text |
| Mobile | Phone | String, TextArea, Phone, Text |
| Location Type | String | String, TextArea, Picklist, Text |
| Street | String | String, TextArea, Picklist, Text |
| City | String | String, TextArea, Picklist, Text |
| State | String | String, TextArea, Picklist, Text |
| Postal Code | String | String, TextArea, Picklist, Text |
| Country | String | String, TextArea, Picklist, Text |
| State Abbreviation | String | String, TextArea, Picklist, Text |
| Country Abbreviation | String | String, TextArea, Picklist, Text |
| HQ Street | String | String, TextArea, Picklist, Text |
| HQ City | String | String, TextArea, Picklist, Text |
| HQ State | String | String, TextArea, Picklist, Text |
| HQ Postal Code | String | String, TextArea, Picklist, Text |
| HQ Country | String | String, TextArea, Picklist, Text |
| HQ State Abbreviation | String | String, TextArea, Picklist, Text |
| HQ Country Abbreviation | String | String, TextArea, Picklist, Text |
| Headquarters (HQ) Phone | Phone | String, TextArea, Phone, Text |
| Branch Phone | Phone | String, TextArea, Phone, Text |
Lead Object
Note: 'Source' will always populate as 'SalesIntel' and 'Accuracy Tier' will populate as one of Human Verified, Email Verified, or Machine Verified. 'Secondary Source' will populate as the SalesIntel feature that created/updated the record - these values may change over time, so it is recommend not to restrict to a picklist.
| SalesIntel Field Name | SalesIntel Field Type | Supported Mapping Field Types |
| Source | String | String, TextArea, Picklist, Text |
| Secondary Source | String | String, TextArea, Picklist, Text, Enumeration |
| Accuracy Tier | String | String, TextArea, Picklist, Text, Enumeration |
| Match ID | String | String, TextArea, Picklist, Text |
| 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, Text |
| URL | String, TextArea, Text | |
| Title | String | String, TextArea, Picklist, Text |
| Job Department | String | String, TextArea, Picklist, Text |
| Job Level | String | String, TextArea, Picklist, Text |
| Work Phone (Direct) | Phone | String, TextArea, Phone, Text |
| Mobile | Phone | String, TextArea, Phone, Text |
| Location Type | String | String, TextArea, Picklist, Text |
| Street | String | String, TextArea, Picklist, Text |
| City | String | String, TextArea, Picklist, Text |
| State | String | String, TextArea, Picklist, Text |
| Postal Code | String | String, TextArea, Picklist, Text |
| Country | String | String, TextArea, Picklist, Text |
| State Abbreviation | String | String, TextArea, Picklist, Text |
| Country Abbreviate | String | String, TextArea, Picklist, Text |
| HQ Street | String | String, TextArea, Picklist, Text |
| HQ City | String | String, TextArea, Picklist, Text |
| HQ State | String | String, TextArea, Picklist, Text |
| HQ Postal Code | String | String, TextArea, Picklist, Text |
| HQ Country | String | String, TextArea, Picklist, Text |
| HQ State Abbreviation | String | String, TextArea, Picklist, Text |
| HQ Country Abbreviate | String | String, TextArea, Picklist, Text |
| 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 |
| Department Size (all depts) | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| Primary Sector | String | String, TextArea, Picklist, Text |
| Sector (list of all separated by semi-colons) | String | String, TextArea, Picklist, Text |
| Primary Industry | String | String, TextArea, Picklist, Text |
| Industry (list of all separated by semi-colons) | String | String, TextArea, Picklist, Text |
| Primary NAICS | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |
| NAICS (list of all separated by semi-colons) | String | String, TextArea, Picklist, Text |
| SIC | Integer | Int, Integer, Double, Currency, String, TextArea, Number, Money, Text |