B2B Data Integration: Connecting Data to Your CRM and Tools

Purchased data is only valuable when it's actionable. Integration with your CRM and sales tools transforms static lists into a working sales engine. Here's how to integrate B2B data effectively.

Integration Points

CRM Integration

• Salesforce: Data Import Wizard or Data Loader
• HubSpot: CSV import with field mapping
• Pipedrive: Spreadsheet import feature
• Zoho: Import wizard with deduplication

Sales Engagement

• Outreach: CSV prospect import
• Salesloft: People import feature
• Apollo: List upload capability
• Instantly: CSV campaign upload

Integration Best Practices

1. Map fields first: Match CSV columns to system fields
2. Clean before import: Remove duplicates and invalid data
3. Import in batches: Start with 1-5K records to test
4. Set up deduplication: Prevent duplicate records
5. Tag the source: Mark records for tracking

Field Mapping Guide

Common field mappings:

• Email → Email (primary)
• First Name → First Name
• Last Name → Last Name
• Job Title → Title
• Company Name → Account/Company
• Phone → Phone/Direct Dial
• Industry → Industry (custom field)

Maintaining Data Quality

• Schedule regular data refreshes
• Monitor bounce rates after campaigns
• Update records based on engagement
• Archive or delete stale records

Get Integration-Ready Data

Buy our 175M Contact Database in CSV format - ready to import into any CRM or sales tool.