The Salesforce integration allows you to connect Ocean.io directly with your CRM system. That way, you can import and export prospects with all company information and relevant contact details from and into your HubSpot system and let us analyze your CRM data to help you explore your ICP.
We'll go through the following steps:
1. Start the setup
To get started, navigate to the Settings, then Integrations page and click on "Connect" to start the setup flow
2. Give permissions
Click on Connect Salesforce and you’ll be presented with Salesforce permission form.
To export prospects into and from your Salesforce system, the integration will need to have full access to your CRM system.
Read more about the accesses required in our CRM data processing FAQ.
3. Mapping company fields
Map the fields of the Accounts in your Salesforce to make sure that Ocean.io will parse the data into the correct fields.
Most fields will be pre-mapped based on their names. The fields on the left are from Ocean.io, and the fields on the right are from your Salesforce. If you don't select a property in your Salesforce account, the field will be ignored.
Create a new property
If you wish to create a new property for the Ocean.io field, you can do so in this process too. In that case, select 'Create custom property'. Note that you will have to dive into the settings of your Salesforce account afterward to give Ocean.io permission to edit this property, otherwise your exports won't work:
Default export value
If you wish to identify the companies created by Ocean.io in particular, you can choose to give each exported company a default value of your choice.
Scroll to the bottom of the page to Default export value, and click "+ Add". On the left side, you enter a standard value of your choice (e.g. 'Ocean.io'). On the right side, you select which property you wish to add this value to. Only text fields are permitted.
Customizable export value
If you wish to add a value to each export, but this value might change all the time, we recommend using the customizable export value option.
You pick one property that you can receive a value of choice at the time of export. This will be a text input field in the export dialogue.
4. Mapping people fields
In the next step, perform the very same actions for the Contacts in your Salesforce. You know the drill!
5. Automated object creation
This step will define the default settings for each export to Salesforce, for the automated object creation. These settings can still be changed during the actual export.
6. Sales funnel mapping
In this step, map your won- and lost stages. This will have an impact on the data in your search results, as well as the data in your ICP explorer in which your won- and lost opportunities are analyzed to present you with an accurate segmentation.
It is recommended that you map at least one Opportunity and one Lead stage each as Won and Lost.
7. User matching
Almost there! In the last step, you can choose which user(s) in Salesforce exported deals should be assigned to, for each user in Ocean.io.
Congratulations! Your integration is ready to go ?
Run into any issues? Send us a message on the platform or send us an email on [email protected] any time.