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Connect your tools

Connect the CRM, Slack, and sequencer that activation steps use.

Activation steps send records out of Ocean — to your CRM, Slack, or a sequencer. Those steps only work once the tool is connected. Connect them in Settings → Integrations.

CRM

Connect your CRM to use Send companies to CRM and Send people to CRM. Ocean supports HubSpot, Pipedrive, and Salesforce. Once connected, the export step picks it automatically if it's your only CRM, or lets you choose the provider.

Slack

Connect Slack to use Notify. After connecting, choose the channel to post to in the step's settings.

Sequencer

Connect your outreach tool to use Send to sequencer. Once connected, pick the provider and the sequence in the step's settings.

If a step can't find its tool

If an activation step has no provider to choose, the tool isn't connected yet. Connect it in Settings → Integrations, then reopen the step. A step whose integration isn't connected shows as Failed for its records in Activity.

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