Martina
Articles
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How to install the Cognism Chrome Extension
The Cognism Chrome Extension is a browser extension that allows sales teams to find prospects’ mobiles and emails while browsing LinkedIn, Sales Navigator, company websites and supported CRMs/Sales...
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How to integrate Cognism to Microsoft Dynamics
Dynamics integration with Cognism allows you to export contacts in bulk from Cognism Web Application into your Dynamics CRM either as Leads or Contacts, with or without Accounts. An admin user nee...
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Configuring the Salesforce Integration
You can decide how records should be exported and how records should be updated in your CRM. Here you have options to configure different actions when a lead, contact, or account is being exported ...
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Setting up the Cognism Chrome Extension
After you have downloaded the Cognism Chrome Extension, you may want to configure it to your preference, or access certain parts of the platform. Click the Settings icon at the top-right of the e...
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Setting up Microsoft Dynamics Field Mappings
Field mapping allows you to specify what Cognism data or custom values will flow into Microsoft Dynamics when new or existing data is exported from the Cognism Web Application. Go to User Avatar> I...
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Setting Up HubSpot Integration Field Mappings
Field mapping allows you to specify what Cognism data or custom values will flow into HubSpot when new or existing data is exported from the Cognism Web Application or Chrome Extension. Click on...
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How to add users
Users with Admin role have the option to add and remove users from the Account. Adding a User Click your user avatar at the top right, and click Settings. Go to the Users & Teams menu. Click...
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How to remove users
When one of your users no longer needs access Cognism platform, you can deactivate the user. After user is deactivated, any active user with Admin role will continue to have access to all records f...
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Export & Sync to Salesloft
To be able to export to Salesloft via Cognism, first ensure that you have already integrated you Salesloft account with Cognism and you Cognism admin has customized the integration settings based o...
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How to generate a new API Token
The API token that you are using may have expired and you will need to generate a new one. 1. Click the User Avatar at the top-right and go to Settings. 2. Click on Tokens/API on the left. 3. To ...