How to Action your Data

Before you start:

You can action contacts from:

• Revealed Contacts (single hub), or
• Any Contact / Intent Search results table (after revealing).

Use the left-side checkboxes to select one, many, or all contacts on the page, then open the Actions menu.

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1) Add to List:

Use when you want to organise contacts for campaigns or later exports.

Steps

1. Select contacts → Actions → Add to List.
2. Choose existing list or click Create new list.
3. Click Add. You’ll see a confirmation and a link to the list.

Good to know

• You can bulk-add thousands (paged selection supported).
• Great as a “staging area” before CRM/ads syncs.

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2) Export (CSV):

Use for quick offline analysis or to upload elsewhere.

Steps

1. Select contacts → Actions → Export CSV.
2. Choose Fields (recommended: Email, First/Last name, Job title, Company, Domain, Phone, Country, Source/Intent).
3. Name your file → Export (downloads immediately).

Good to know

• Only revealed fields are exported.
• Handle PII securely within your policies.

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3) Add to LinkedIn Ads Audience:

Use to run matched-audience campaigns.

Steps

1. Ensure LinkedIn Ads account is connected (Integrations).
2. Select contacts → Actions → Add to LinkedIn Ads Audience.
3. Choose your Audience (or Create new).
4. Click Confirm.

Good to know

• Audiences may take time to build; minimum sizes apply (set by LinkedIn).
• Keep audiences fresh by re-syncing via Lists or LeadFlows.

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4) Send to Integrations (CRM & automation):

Push contacts straight into the tools your teams live in.

Salesforce:

1. Select contacts → Actions → Send to Salesforce.
2. Pick Object (Lead / Contact / Account).
3. Choose Owner, Stage etc.
4. Send and review the sync log.

HubSpot:

1. Send to HubSpot.
2. Choose the Owner.
3. Click Confirm.

Microsoft Dynamics:

1. Send to Dynamics.
2. Choose Entity (Lead / Contact / Account) and Owner/Team.
3. (Optional) Add to a Marketing List.
4. Map fields → Send.

Good to know (all integrations):

• Your CRM’s dedupe rules still apply.
• Use tags/campaigns/source to keep attribution clean.
• Check sync logs if anything looks off.

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5) Add to Cadence (package dependent)

Enroll contacts into a multi-step outreach sequence.

Steps

1. Select contacts → Actions → Add to Cadence.
2. Choose Cadence and Sender (mailbox/user).
3. Confirm.

Note: Cadence functionality depends on your package.

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Troubleshooting & tips:

• Don’t see an action? Check your permissions or whether the integration is connected.
• Duplicates? If a contact is revealed in one search, it’s bypassed in others—you won’t spend credits twice.
• CRM errors? Usually caused by missing required fields—open the sync log, adjust the mapping, and resend.
• Small ad audiences? Broaden filters or add more contacts; ad platforms enforce minimum audience sizes.
• Best flow: Add to a List → push to CRM (sales) and Ads (remarketing) → Slack alert the owner.