Cognism Integrations Overview

Cognism supports integrations with Salesforce, HubSpot, Outreach, Salesloft, Pipedrive and Microsoft Dynamics 365. These tools have differing objects, required permissions to push data from Cognism, and differing set up processes.

What are Objects?

Objects are fundamental components within CRM and Sales Engagement Tools that represent various entities and interactions related to managing customer relationships. Objects are designed to capture, organise, and analyse data about customers, prospects, interactions, and transactions to facilitate better customer engagement and improve business processes.

Each tool contains different objects and Cognism provides data which can be mapped to specific objects.

Objects & Permissions

In order to map data to fields within these objects, certain permissions are required. The permissions also allow for de-duplication and a status indicator within Cognism to show records are synced or already exist within your tools.

Salesforce

• Accounts: Companies, organisations, or individuals with whom the business has a relationship.

• Contacts: Individuals associated with an account, such as customers, clients, or stakeholders.

• Leads: Potential customers or contacts who have shown interest in the products or services but have not yet been qualified as opportunities.

• Campaigns: Represents marketing initiatives or activities aimed at acquiring new customers, retaining existing ones, or promoting products or services.

HubSpot

• Contacts: Represent individuals or leads associated with your business, including their contact information, interactions, and attributes.

• Companies: Represent organisations or businesses with whom you engage, storing details such as company size, industry, and associated contacts.

Outreach

• Prospects: Represent potential customers or leads targeted for outreach campaigns. Prospects typically include contact information and other relevant details for sales engagement.

• Accounts: Represent companies or organisations associated with prospects. Accounts allow for the grouping and management of multiple prospects within the same organisation.

• Sequences: Represent predefined sets of outreach actions, such as emails, calls, and tasks, designed to engage prospects systematically and efficiently.

Salesloft

• Prospects: Represent potential customers or leads targeted for sales outreach. Prospects typically include contact information and other relevant details for sales engagement.

• Accounts: Represent companies or organisations associated with prospects. Accounts allow for the grouping and management of multiple prospects within the same organisation.

• Cadences: Represent predefined sets of sales activities, such as emails, calls, and tasks, designed to engage prospects systematically and efficiently.

Pipedrive

• Contacts: Represent individuals or leads associated with deals or companies. Contact records store details such as name, email, phone number, and any other relevant information.

• Organizations (Companies): Represent companies or organisations associated with deals or contacts. Organization records include details such as company name, industry, size, and associated contacts and deals.

Dynamics 365

• Accounts: Represent companies or organisations with whom you have a business relationship. Account records typically include details such as company name, address, industry, and contacts.

• Contacts: Represent individuals associated with accounts, such as customers, clients, or stakeholders. Contact records include details like name, email, phone number, and job title.

• Leads: Represent potential customers or contacts who have shown interest in your products or services but have not yet been qualified as opportunities. Lead records capture information about the lead's interactions and interests.