The Activity (CRM) filter helps you find companies in your connected CRM based on the date of their most recent interaction. It’s a great way to identify accounts that may need attention or re-engagement.
👉 Note: The Activity (CRM) filter is only available for users on the Professional plan and above.
What You’ll Need
Before you start, make sure your CRM is connected to Ocean. We support the following integrations:
HubSpot
Salesforce
Pipedrive
Once connected, Ocean combines your CRM data with our extensive company and contact insights to help you discover new opportunities within your existing database.
How to Use the Activity (CRM) Filter
Open Search in Ocean.
Under filters, select Activity (CRM).
Choose a date range by setting the “From” and “To” fields.
The filter will show companies where the last activity happened within that time frame.
Review the results to find accounts that may be due for follow-up or re-engagement.
Activities include any meaningful interactions involving the prospect or customer, such as emails sent or received, phone calls, and meetings.
Internal notes typically do not count as activities.
Tips for Best Results
Many sales teams have internal rules stating that prospects are “up for grabs” if they haven’t been contacted within a certain period.
Use the “To” date in the filter to find companies that haven’t had recent activity and might be ready for outreach.
Combine this filter with others, such as Headcount Growth or Lookalike, to identify promising, re-engagement-ready companies.
Why Use It?
The Activity (CRM) filter helps you:
Keep track of engagement levels across your CRM.
Identify neglected accounts that may be ready for follow-up.
Reconnect with prospects before they go cold.