Exporting Data From ReachOut

Exporting to Salesforce

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. You must then go back to the ReachOut tool, click “Get Contact Info” again and then click “Salesforce” to complete the export.

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.

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.

Salesforce Tips:Leads exported from ReachOut will follow the lead routing established within your Salesforce environment. You may want to consider adjusting your rules for leads with the source ZoomInfo depending on your established workflows. You should set up deduping within Salesforce to prevent duplicate leads from entering your system. This ensures the best user experience for ReachOut.

Converting Leads to Contacts:Contact information exported from ReachOut to Salesforce will enter your database as a new lead. To learn how to convert that lead to a contact, please refer to the Salesforce help center article on this topic.

Salesforce Tips: Leads exported from ReachOut will follow the lead routing established within your Salesforce environment. You may want to consider adjusting your rules for leads with the source ZoomInfo depending on your established workflows. You should set up deduping within Salesforce to prevent duplicate leads from entering your system. This ensures the best user experience for ReachOut.

Converting Leads to Contacts: Contact information exported from ReachOut to Salesforce will enter your database as a new lead. To learn how to convert that lead to a contact, please refer to the Salesforce help center article on this topic.

Exporting as an Email Contact Card

To export a contact as an email contact card, click the “Email” button located under the words, “Export to:.” This allows you to export the contact as a VCF file (electronic business card). Even if you do not have an Outlook email account, you can still use this export option as a way to email yourself the contact. After clicking the “Email” button, the contact will be sent to the email address associated with your account.

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