The Activity (CRM) filter helps you find companies in your connected CRM based on the dates of their activities. It’s a great way to identify accounts that may need attention or re-engagement.
⚠️ Note: For subscriptions started before February 2026, the Activity (CRM) feature is included in Professional plans and above. For subscriptions started after February 2026, this feature is not included by default and is available as an add-on. To enable it or learn more, please contact Ocean.io Support.
What You’ll Need
Before you start, make sure your CRM is connected to Ocean. We support the following integrations:
HubSpot
Salesforce
Pipedrive
Attio
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). In the app, it shows the name of your CRM, for example Activity (HubSpot).
Choose a date range by setting the “From” and “To” fields.
From shows companies that have at least one activity on or after that date.
To shows companies that have at least one activity on or before that date.
These are two separate checks. Each one looks at all of a company's activities, not only the latest one. If you set both, a company must pass both checks.
Review the results to find accounts that may be due for follow-up or re-engagement.
Activities include the interactions and records logged on a company in your CRM, such as emails, phone calls, meetings, notes and tasks. Which of these Ocean reads depends on your CRM: HubSpot (calls, emails, meetings, notes and tasks), Salesforce (tasks and events), Pipedrive (all activity types) and Attio (notes and tasks).
Notes and tasks 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 to find companies that had activity before a certain date. A company still matches if it also has newer activity, so this does not find companies with no recent activity. Companies with no activity at all never match.
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.