🌊 What's New at Ocean.io, October 2026

One of October's biggest improvements is greater control over how Ocean.io writes data to your CRM.

You can now configure how individual fields should be updated when exporting or syncing records.

Three options are available:

Example:

Imagine your sales team has manually updated a company's phone number or industry in Salesforce.

With Write if empty, Ocean.io can enrich missing information without replacing the values your team has already entered.

This helps keep CRM records enriched while protecting manually maintained data.

Ocean.io scoring information remains configured to stay current by default.

You can now send additional context from Ocean.io searches and Discovery directly into your CRM, including:

Ocean.io automatically creates the required CRM fields.

Previously, transferring this information required additional workflow configuration and manually created fields.

Supported integrations: HubSpot, Salesforce, Pipedrive and Attio.

We've also improved how records are created and updated:

Credit improvement: CRM export records with nothing new to write are identified as unchanged and are not charged.

When Salesforce duplicate rules prevent an export, Ocean.io now provides a more actionable explanation so you can understand what went wrong.

We've also improved compatibility with Salesforce State and Country picklists.

Finding a company that fits your ideal customer profile is only half the challenge. You also need to identify the right people to contact.

October introduced major improvements to buying committees.

Buying committees can now be managed in Context Studio.

Using your connected CRM data, Ocean.io can help identify the roles involved in your won and lost deals.

For each role, you can configure:

Ocean.io uses the meaning behind job titles rather than relying exclusively on exact keyword matches.

For example, a Director of Accounting may match a finance leadership role even if that exact title wasn't entered.

Buying committee insights help you understand which roles appear in successful and unsuccessful deals.

This gives you more context for deciding who to prioritize when approaching similar companies.

Discovery recommendations can display the top three people matching your buying committee for each company.

You can also see which roles they match and whether they're already in your CRM.

You can ask Ocean.io's AI assistant questions such as:

"Who should I talk to at this company?"

The assistant can rank relevant people based on your configured buying committee.

This capability is also supported through Ocean.io's MCP connection.

Buying committee recommendations are part of the Segmentation offering. Contact visibility depends on your plan.

We've refined the scoring system to make top-scoring companies easier to identify.

Companies that closely match your scoring model can now receive scores up to 100 and appear in Tier 1.

Previously, the highest tier could contain very few companies, making it harder to distinguish the best matches.

You can now create a scoring model from the Models tab, without navigating away to Context Studio.

This makes it easier to build, compare and refine different models.

Discovery recommendation exports can include:

This helps explain why each company was recommended, even after you've exported your results.

The additional columns do not increase the CSV export's credit cost.

The Discovery segments map is now available to all organizations.

Select a segment to focus the map on the relevant companies and explore its associated deal information and win rate.

We've improved how recommendations respond when you change scoring models or adjust score weighting.

We've also refined the way broader segments are searched to provide a more varied range of lookalike companies.

October brought several improvements to the Workflow Builder.

The Find Buying Committee workflow step can transform a list of companies into relevant decision-makers.

Contacts are ranked against your configured buying committee and can be passed into subsequent CRM or CSV export steps.

If no buying committee is configured, the step does not charge credits for that lookup.

Company search steps in workflows now support buying signal filters.

This can help you identify companies based on signals such as hiring activity or leadership changes.

Buying signal information can also be included in company exports.

People search steps can now look up a specific person using:

These values can be supplied dynamically by earlier workflow steps or triggers.

Example: An inbound lead provides their email address. A workflow can use that email to locate the matching contact and send the result to your CRM.

Workflows can now re-enter a completed record after a configurable number of days.

This supports recurring research and follow-up processes without requiring you to manually restart them.

In addition to existing scheduling options, workflows can now be scheduled to run quarterly.

Instead of relying on a single Net New setting, workflows provide more specific exclusion options.

You can configure whether to skip records that are:

Existing workflows retain their previous behavior unless changed.

Workflows can now avoid recommending accounts that another sales representative already owns.

For companies already in your CRM, the workflow can still identify new contacts instead of skipping the company entirely.

Workflow CRM actions can now add contacts directly to Salesforce campaigns.

Workflow exports support rule-based account ownership.

For example, you could distribute enterprise accounts between two account executives while assigning smaller accounts to another team member.

Contacts exported after a company can also inherit its newly assigned owner.

From the Activity tab, you can:

Advanced workflow features and filters may require specific plan access.

You can now ask Ocean.io's assistant to save search results to a Leads list by name.

Instead of manually selecting rows from the search table, you can ask the assistant to save the results for you.

The saved list is then available in Leads.

Credits: Results already paid for during the chat search aren't charged again when saved.

Ocean.io's MCP tools can read segments and evaluate lists of companies against your segmentation criteria.

The results can include explanations of why companies received their scores.

Buying signal filtering is supported in:

This allows buying signals to be incorporated into automated searches and AI-assisted prospecting.

We've improved MCP performance to reduce token consumption during assistant sessions.

Large lists can also be exported more efficiently.

Ocean.io's MCP connection can be added through Claude's connector directory, simplifying setup for new users.

We've also introduced several smaller improvements:

The business profile that describes what your company sells and who it sells to has moved from Settings into Context Studio.

You can review and edit your business profile directly in the new location.

Ocean.io can generate a draft business profile from your website.

You can now review the suggested information section by section before saving it.

This gives you more control over the context used for scoring and recommendations.

Context Studio now includes an overview showing how these components work together:

The overview indicates the active segmentation and provides shortcuts for adding new components.

You can now archive a segmentation directly from its menu, making it easier to keep your workspace organized.

We've refined how certain regional signals contribute to scoring.

For example, a company operating in multiple Nordic countries can match a Nordic region signal without receiving the same regional contribution multiple times.

Buying signals are now visible directly in the company quick-view panel.

This makes it easier to review relevant business activity while exploring search results.

People search now displays additional indicators, including:

These indicators are available in people search columns and quick view.

We've improved the way CRM activity filters use dates reported by your CRM.

Deal quick-view cards also provide more information about deal stage progress and recent activity.

Search menus and filters are easier to operate using the keyboard.

This includes improvements to focus handling and navigation between controls.

If you attempt to apply a Not in CRM filter without a connected CRM, Ocean.io now explains why the filter cannot be evaluated.

You can now edit labels for multiple leads at once.

Labels support nine colors, helping teams organize their prospecting lists by campaign, priority or another internal classification.

With the new ability to save assistant results directly to named Leads lists, you can move more easily from research to organized follow-up.

Ocean.io now supports authenticator apps as an alternative to email verification codes.

You can use an app such as:

During setup, Ocean.io provides 10 recovery codes.

Organizations enforcing two-factor authentication also support this method.

We've improved verification-code handling during signup, including support for resent codes and recovery when codes expire.

We've improved how available credits and usage information are presented.

The usage page shows remaining credits alongside the relevant renewal or reset date.

The sidebar can also display available organization credits and applicable individual usage limits.

Usage information is accessible from Settings alongside Billing.

Workflow AI research is charged based on token consumption, rather than a fixed charge for every request.

This makes usage depend more directly on the amount of AI processing performed.

🗺️ Additional Improvements

Throughout October, we've continued improving the platform in smaller ways.

Chrome extension

Improved messaging when no matching company is found for the current website.

Workflow reliability

Better handling of workflow progress, approvals, retries and record completion.

CRM reliability

Improved export processing, field updates and duplicate-record handling.

Search and navigation

Continued improvements to interface interactions, search performance and filtering consistency.

Our goal is to help you discover the right companies, find the people who matter, and turn your research into actionable prospecting workflows.

We're continuing to improve Ocean.io based on customer feedback and real-world use cases.

Have questions about a new feature or need help getting started?

Reach out through the in-app chat or email us at [email protected].

Thanks for being part of Ocean.io! 🌊