Integrating Ocean.io with your CRM brings many benefits, such as avoiding duplicates upon exporting. But how do we actually understand what data you already have in your CRM and how can you help our system identify these companies and contacts? That's what we'll explain here.
Storing of your data
When you connect your CRM with Ocean.io, we pull in your company, contact and deal data in a special secured and isolated database, just for you. In this database, our system works some magic to figure out who the people are that you already know, and matches them with the contacts we have in Ocean.io.
Unique identifiers
In order to match contacts, we need a "unique identifier". Something that is unique for that particular contact, that is not shared with other contacts. A full name, for instance, could be shared among thousands of people. For that reason, we look specifically at:
LinkedIn URL
Contact email
Optimize our match rate
To increase the likeliness that we can match your contact in our database, we highly recommend to map the LinkedIn URL of the contact in the CRM integrations settings.
Additionally, making sure that each contact in your CRM has both fields filled out will help Ocean.io's matching rate tremendously.
Sharing your contact data
If you're wondering whether we share your contact data with others, the answer is simple: Absolutely not. The only place where this is stored, is in a database secured and isolated, just for you. The data is solely used so that we can identify in your Ocean.io account which contacts and their data you already have, so you can work smoothly with our integration.