So far, 4 CRMs are integrated with Sharework: Sharework, Hubspot, Zoho and Pipedrive. These cover probably around 85% of the market, but you may be one of the 15% that do not use one of them!
In that case no worries, there is still a way for you to connect with your partner on Sharework, and avoid the painful exercise of manual account mapping: the .csv export!
What should you include in your export?
- Account name
- Domain name (or website, or 1 contact e-mail to induce domain name)
- Account type (or any other field you use to indicate if the account is customer, prospect, partner, etc. whether it's a standard or a custom field).
- Sales owner full name
Export your report as .csv file
Export as a .CSV file, and if you're given any choice chose an UTF-8 encoding.
You can now upload it here!
Tip: Refresh your data once a month
You may want to refresh your data on a regular basis. We recommend to save a version of your report in your CRM (Hubspot, Salesforce, so that you can export it whenever you want.