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Configure the SalesIntel-ProspectConnect Integration

Updated

SalesIntel's ProspectConnect integration allows users to export up to 200 contacts at a time to ProspectConnect for prospecting use cases. The integration exports prospects along with their associated accounts.

The integration configuration may be locked by an administrator. In this case, each user will still be individually connected to ProspectConnect, but they will not be able to adjust general settings or field mappings, and will see an info message accordingly. 

Connect SalesIntel to ProspectConnect

Because there is a direct integration between SalesIntel and ProspectConnect, there is no secondary connection that needs to be set up before exporting to ProspectConnect. However, a user must log in to ProspectConnect at least once before exporting.

General Settings

  • Duplicate Resolution: Choose a default resolution or leave "Prompt" to ask before each export. Duplicates are assessed by matching on email address (contacts) or company name/website (company). Resolution options are as follows:
    • Always Skip: Always skip duplicates. No data for this record is exported and no charges incurred.
    • Always Update: Update the record. Overwrite settings in Field Mappings will be respected.
    • Always Append: Only fill in empty fields on the record, regardless of overwrite settings.
  • Prompt for Sequence: Shows a list of sequences to which the contact can be optionally added during export.
  • Prompt for Tags: Allows the user to optionally add tags to the contact for tracking and organizational purposes.
  • Prompt for Lists: Allows the user to optionally add the contact to a list for tracking and organizational purposes.
  • Prompt for Contact Owner: Shows a list of ProspectConnect users to which the contact can be assigned during export. If this option is off, the record will be assigned to the exporting user.
  • Use State Abbreviation for Accounts: Exports account addresses with the state abbreviation instead of the full name. Use this option if syncing to other sources (like a CRM) that use the abbreviation.
  • Use Country Abbreviation for Accounts: Exports account addresses with the country abbreviation instead of the full name. Use this option if syncing to other sources (like a CRM) that use the abbreviation.

Field Mapping

Choose what data to make available in ProspectConnect with your export and to what field to write that data. Repeat this process for each record type.

1. Go to the "Mapping" tab in the sidebar

2. Choose the ProspectConnect field to which to map each SalesIntel field, or choose "-- skip -- " to skip that field. Selecting "Allow Overwrite" for the field applies only to mapped fields. If the field is mapped and "Allow Overwrite" is enabled, data in that field for that ProspectConnect record may be overwritten with new SalesIntel data during the export process. Without this setting, only new data will be appended when the field is currently empty.

3. Click "Save" to update the choices.

Learn more about the available fields and field types in this article.

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