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Auto Export For Research on Demand

Updated

After SalesIntel fulfills a research request and makes your data available in the web application, you may access it manually by viewing and exporting it in the application, or you may set up your account to export the contacts automatically. Auto Export is available for HubSpot, Marketo, Microsoft Dynamics, Outreach, Salesforce, and Salesloft.

Configure Auto Export by going to the Welcome menu and selecting the integration of interest. If your integration is not already configured, you will be prompted to connect (learn more about connecting new integrations in this area of our support center). Then, select Research on Demand and toggle the Auto Export option to on.

Once you turn on the option, you will see a number of defaults specific to each integration. Remember that each time ROD completes, the contacts will be pushed to your destination integration following these settings, so it is best to be sure that they are broadly applicable.

HubSpot

For HubSpot, you may choose the following settings; learn more about these settings here.

  • Export Type
  • Duplicate Resolution
  • Default Workflow (optional)
  • Contact Owner (optional)

Marketo

For Marketo, you may choose the following settings; learn more about these settings here.

  • Duplicate Resolution
  • Lead Partition

Outreach

For Outreach, you may choose the following settings; learn more about these settings here.

  • Duplicate Resolution
  • Sequence (optional)
  • Tags (optional)
  • Mailbox (optional; required with Sequence)
  • Contact Owner (optional)

Salesforce

For Salesforce, you may choose the following settings; learn more about these settings here.

  • Export Type
  • Duplicate Resolution
  • Record Owner (optional)
  • Campaign (optional)

Salesloft

For Salesforce, you may choose the following settings; learn more about these settings here.

  • Duplicate Resolution
  • Cadence (optional)
  • Tags (optional)

     

Auto Export Status

Check the status of your exports on the ROD tab next to each ticket. If the export was successful, you will see a green check. Otherwise, you will see a red warning sign. Click on the button to learn more about the failure.

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