Having the firmographic data in your CRM up-to-date opens a world of possibilities. Save time on manual enrichment, set up lead scoring, enroll leads into personalized workflows, and much more. But how can you get Ocean's data into your CRM? We'll explain that in this article.
There are 2 ways of getting the data into your CRM:
Download a CSV from Ocean (manual)
Create an API integration (automated)
1. Download a CSV from Ocean
First up, find the companies you wish to enrich in Ocean. You could do this e.g. by using the "CRM status" filter from this article.
If that's done, you can download all companies to a CSV file as you can see below.
This will give you a CSV file with all available data points in Ocean. Upload it into your CRM of choice to start enjoying the benefits.
Note that most CRMs will let your uploaded CSV override existing data fields. If there are certain fields that you do not wish to important from Ocean, remove them from your CSV or avoid mapping them during the upload process.
2. Create an API integration
If you wish to automatically enrich new leads, you can set up an API integration with Ocean. You will need a developer to set this up.
The Enrich Company API allows you to send a domain to Ocean.io, and get all information available on the particular company sent back to you in JSON format. You can then use this information to enrich any data you already have.
Read more about the Enrich API in this support article.