This ensures the best user experience for ReachOut.Ĭonverting Leads to Contacts:Contact information exported from ReachOut to Salesforce will enter your database as a new lead. You should set up deduping within Salesforce to prevent duplicate leads from entering your system. You may want to consider adjusting your rules for leads with the source ZoomInfo depending on your established workflows.
Salesforce Tips:Leads exported from ReachOut will follow the lead routing established within your Salesforce environment. Note: if you are not prompted to log in to Salesforce, but you would like to access the login screen, delete the cookies in your browser. If you have already connected your Salesforce account, the export will launch upon the click of the “Salesforce” button and you will receive a message letting you know the action was successful.
You must then go back to the ReachOut tool, click “Get Contact Info” again and then click “Salesforce” to complete the export. To export to Salesforce, click on the “Salesforce” button located under the words “Export to.” If you have not already connected your Salesforce account to ZoomInfo, you will be prompted to enter your Salesforce credentials and security token. Each action will deduct one credit from your account. You may now choose to email the contact information to yourself as an electronic business card, or, you can export the contact directly to Salesforce as a new lead. Please note, if we do not have a direct phone number for your contact, we will display (HQ), indicating the number belongs to the company headquarters. Reachout will then display the person’s profile picture with masked contact information.Ĭlick “Get Contact Info” to reveal a phone number and email address. Then click the ZoomInfo logo in your toolbar. Go to LinkedIn and navigate to any profile. You are now ready to begin using ReachOut. If you do not already have a ReachOut account, click “Sign up” to create one. To bypass this and log in, click “Login” at the top of the page or click the “Skip” button.Įnter your credentials when prompted. If this is the first time you have opened the ReachOut application, you will be presented with a video tutorial. To begin using ReachOut, click on the ReachOut logo in your toolbar.
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