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CRM and sales

Contact import and export

Brings your existing contacts in from a spreadsheet with field mapping, and exports them again, so you are never locked into one tool by your own data.

Category
CRM and sales

What the connection covers.

  • Column mapping onto standard and custom fields, previewed before commit

  • Duplicate contacts detectable and mergeable

  • Export blockable per person for teams that need that control

The rest of this category.

CRM and sales. Keeping the conversation and the pipeline in step.