Pushing data to you CRM

Pushing your company and contact data directly to your CRM from Bizzy saves time and eliminates the need to manually export and import files. This guide walks you through how to seamlessly sync your company and contact data with your connected CRM.

How to push data to your CRM?

To do this, the admin of the Bizzy environment will have to add the integration first. More information per integration can be found here.

Tip: By clicking on your user icon > Team, you can see who the admin of your environment is.

Once the integration is set up by the admin, all users can easily push the data to your CRM by doing one of these five actions:

  1. Go to a company and simply click on the Push to integration in Bizzy to push the data to your CRM.
  2. Go to the People tab of a specific company, hover over the contact, and simply click Push to integration on the right to send the data to your CRM.

  3. Go to Lists, open a list, and click Export in the top right-hand corner. Then select Push to [your CRM name]
  4. Go to the Search page, apply your desired filters, and use the CRM filter to include or exclude contacts that already exist in your CRM.
  5. Go to the Search page and export your search results immediately by clicking on export on the right-hand corner.

To check the progress of the push, possible errors or previous pushes go to the sidebar > Exports & pushes > CRM pushes.

Note:

  • When exporting data in bulk (from lists or search results), you’ll need to specify how many companies and how many contacts per company you want to push. Then, choose which contacts to include, and if you're using Prospeo, whether to include mobile phone numbers.
  • On the company page, under the Summary section you can see whether the company already exists in your CRM.

Pushing Data to Your CRM with the Chrome Extension

With the Chrome extension, you can easily push a company or contact to your CRM directly while visiting a specific company website or LinkedIn page. Simply use the two-arrow symbol to send the data.

If a company has already been pushed to your CRM, it will also be displayed in the Chrome extension.


How do we match Bizzy data with the data in your CRM?

Companies

We match Bizzy data with your CRM data primarily using the company number.

If no match is found based on the company number, we then search for a company in your CRM with the same name, website, and country. – If a single match is found, we enrich that company. – If multiple matches are found, we skip enrichment to avoid updating the wrong record.

Contacts

Contacts are matched based on first name and last name and the company they are linked to. To match a contact, the name in Bizzy and in your CRM should be exactly the same.

Not using a CRM integration?

If you're not using a direct integration with a CRM, you can still export your company and contact data manually from Bizzy. This allows you to use the data in spreadsheets or prepare it for manual import into your CRM.

More info can be found in this article.

Credits usage

Find more information in this article.

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