Export Companies or Signals to Other Systems (CRM, 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 Vainu settings before trying to export. Exporting companies and signals is super simple!✌️ There are 3 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, such as Pipedrive, Salesforce, Microsoft Dynamics, Upsales, SuperOffice, HubSpot, or Slack

export_company_slack

 

2. Export company from the company profile

You can find the same export icons on the company card in the top right corner. ↗️

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3. Export a signal in the Signals view

You can find the same export icons when Viewing Signals:

exportcrmsignal

Exportable Objects

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 settings.

Depending on the availability in your CRM, you can export these objects:

  • Company / Account
  • Contact
  • Deal/ Lead/ Opportunity (Available with Connector)
  • Task (Available with Connector)
  • Note (Available with Connector)

‼️ Note! Some objects are only available with new Connector settings. If you don't see these options. Contact your Account Manager or Customer Success team to activate the feature.

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Check our other commonly asked questions:

Make a basic search - Create a dynamic list

Edit your existing list & searches

Vainu signals

Start from an Excel file

Remove companies from your search/list

How to make AND, OR, NOT searches - Logic of Vainu searches

 

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