Current Supported Integrations*
Claritysoft
HubSpot
Outreach
Pipedrive
Prophet
Salesforce
*IMPORTANT* To send accounts and contacts directly into a CRM, your KnowledgeNet.ai Administrator(s) must have first set up the integration. If you do not see the option to export an account or contact to your CRM, the integration is not yet established. Contact your company's KnowledgeNet.ai Administrator to connect your organization's CRM.
If you are a KnowledgeNet.ai organization Administrator who wants to integrate your CRM, view this article.
This video shows you the different places inside KnowledgeNet.ai where you can send an account or contact into your CRM.
KnowledgeNet.ai complements your existing customer relationship management (CRM) tool. It amps up your CRM's power by adding the relationship intelligence that make it possible to find promising leads, surface warm connection paths, and build strong pipelines, then send accounts and contacts seamlessly into the right outreach campaign.
*NOTE* If you do not see your CRM on this list, you can still bring contacts and accounts from KnowldgeNet.ai into your CRM. Do this by saving them to a KnowledgeNet.ai list, exporting that list to Excel, and importing that spreadsheet into your CRM. This article shows you how to create a KnowledgeNet.ai list and export it to a spreadsheet.