Using Companion over Sales Navigator

Ivana

Updated 11 March 2025 12:36

Use Sales Companion Chrome Extension on Sales Navigator to export lists of prospects or companies to your integrated CRM or a CSV file.

Loading a list

Go to the list on Sales Navigator that you want to export and access Cognism Companion.

Contacts and companies in the Sales Navigator list you are viewing will load in the 'Contact List' section of Sales Companion with the relevant data.

You can filter contacts in the generated list based on the type of data each contact has i.e. Mobile, Direct Dial or Email.

By clicking a filter, only contacts with the selected filter will be shown. You can select more than one filter at a time.

Note: Using several filters doesn't mean that the contacts will have both of them available.

You can see if a contact exists in your Salesforce.

If you are viewing companies you can export the companies to your integrated CRM or a CSV file.

To view Lead data, click on the information section. The available data will be displayed in the dropdown.

After the list of leads you are viewing on Sales Navigator is loaded in Sales Companion, select all leads or specific leads that you want to export to a CSV file.
Click Export > CSV.
The leads will be exported to a CSV file on your computer.

Learn how to integrate Cognism Companion to your CRM/Sales Engagement Platform.

Select all the leads you want to export.
Click Export and choose the CRM you are integrated with.
After clicking Export, you can review the leads you have chosen to export, and you can edit their details before export.
Depending on your export rules you may notice the system is picking up a full or a partial export. It may indicate 'Partial' export if your admin has prevented the update of existing records.
If an account/company exists in your CRM, the new contact/lead will be added to that account/company. If the account/company does not exist in your CRM, a new account/company may be created based on your export rules.