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Export companies or signals to CRM and Slack

You can choose from a variety of platforms where to export companies and signals.

First, make sure that you have connected your CRM or Slack account in the Integrations settings before exporting.

Exporting companies and signals is simple, and there are three ways to do it:

1. Export companies from your search results

By clicking on the icon on the company card, you can export the information to your chosen platform.

export_company_slack

2. Export company from the company profile

You can find the same export icons on the top right corner of each company profile. 

Screenshot 2019-03-18 at 13.41.55

3. Export a signal in the Signals view

You can find the same export icons when Viewing Signals.

exportcrmsignal

Exportable Objects for CRM systems

The Connector allows you to widen the possibilities when exporting companies from Vainu. Create multiple objects at the same time to link them together. To edit the exportable fields, navigate to >> Connector: Data mapping.

Please note that some objects are only available with new Connector settings. If you don't see these options. Contact your Vainu Account Manager or the support team to activate the feature.

 

Should you have any questions, please contact us through the Vainu chat or by sending an email to support@vainu.io.