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Below we break down each field you will find in your CRM Settings section so you can decide which setting best applies to your business. (Some may vary based on the CRM)

Seamless.AI is exciting to announce the release of beta AI Data Engine 4.0! Our most powerful update yet. With beta AI Data Engine 4.0, you will now have access to a few of our most requested features designed to improve your experience! Users will have access to enhanced filtering capabilities, increased data coverage, and improved accuracy.

With Writer by Seamless.AI, use artificial intelligence to produce quality content that fuels business.Whether you need a cold call script, a follow-up email, or a compelling social media post, in a few clicks, Writer by Seamless.AI will produce content that drives revenue.

Archiving, not to be confused with deletion, allows a user to move researched contacts and companies to an archived state.

When the Contacts or Companies tabs get too bogged down when a user has a high volume of contacts or companies it can cause an extreme degradation in performance. This enhancement is meant to resolve for those issues and allow you to continue your productivity regardless of how many contacts are within your account.

Any user with Owner or Admin privileges can assign or remove licenses when needed after they've been purchased. They also have the authority to completely revoke a user's access to the organization.

Track license/credit usage, add licenses, and send invites to colleagues in your organization to start driving leads with Seamless.AI!

Autopilot provides the easiest and most efficient way to automate your lead generation. Simply set your search criteria, trigger autopilot, and let Seamless.AI go to work researching your entire list in real-time.

Please Note: Autopilot is a premium, bulk feature of Seamless.AI. To access Autopilot, you need:

1. Upgraded Seamless.AI license.
2. Bulk Credits – These differ from standard license credits and require an additional purchase.

To avoid high bounce rates, domain authentication is crucial. This article shares helpful resources that show you how to authenticate your domain authority when sending emails from third-party vendors like HubSpot, Active Campaign, Mailchimp, etc.

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Bulk Upload is a strong feature that provides the ability to Copy and Paste up to 100 Names or Titles and 1000 Company Names into Contact search. We have compiled a few tips and tricks regarding these to ensure that you are using these features to the maximum potential!

Importing a bulk list of companies to research and save in Seamless.AI is quick and easy using a few simple steps.

Identify, prioritize, and engage with the hottest, ready-to-buy leads at the perfect time using Buyer Intent Data by Seamless.AI.

With 12,000+ intent signals to choose from and the world's best sales leads, scale your sales insanely fast and empower your sales team to become unstoppable.

Seamless.AI now offers Buyer Intent data, providing users with 10,000+ topics from 170+ categories. This top-of-funnel search helps expand target markets and identify prospects for outreach when combined with Seamless.AI Contact Search.

Discover new horizons with Seamless.AI's Buyer Intent data—10,000+ topics, 170+ categories. Expand your reach and identify prospects seamlessly with Contact Search integration.

The Employee Size search filter on Seamless.AI similarly allows you to specify a target company headcount range that fits your ideal customer profile. Company Headcount/Employee Size saves time by only connecting with companies in your target size range. Plus, when you know company size, you can segment your target audience and tailor your offerings to the growth phase of a business. More targeted messaging and campaigns means more meaningful connections, more conversions, and better ROI.

The Industry search filters results based on the specific industries or sectors that target professionals and companies work in. Instead of a broad search, and wasted time on unqualified leads, with industry search filters you can identify prospects who are more likely to have a genuine interest in your solution.

You can create personalized messaging that addresses the specific pain points of that sector. This means that more leads can turn into valuable appointments and sales. Tailoring your approach to a specific industry helps position you as an expert in that domain, giving you a competitive advantage

Search for contacts based on keywords present in their profiles, job titles, or company descriptions. By using keyword filters, you can pinpoint professionals who are already involved in conversations relevant to your business. You additionally get a direct window into their interests so you can craft a more tailored pitch.“And/or” functions help with different situations by allowing multiple conditions. Together, they can be more precise and more flexible when prospecting! Use “and” when searching you are looking for leads with both/all keywords. Use “or” when searching for leads available over multiple keywords.

The Location filter on Seamless.AI allows you to find contacts or companies based on the location (city, state, etc.) of their main office. When you use the location search filter, you can allocate your sales and marketing resources more efficiently to target leads in locations where your product/service has the most demand.  If you're planning to expand your business to a new location, this filter can be instrumental in identifying potential partners. Lastly, referencing the challenges or opportunities in a specific location can make your outreach more relatable.

Revenue search filter allows you to target companies based on earnings. Instead of wasting time on companies that may not have the finances to invest, with the revenue filters you can target businesses that actually have the budget. This allocation of resources on higher quality leads means greater efficiency, more closed deals, and greater ROI.

Narrow your search down to businesses that use tech similar to the product or service you provide. The tech filter helps you identify market gaps. You can focus on prospects with the highest buying potential and highlight how your solution complements their existing tools, making it harder for competitors to match your pitch.

This article details the guidelines of the CAN-SPAM Act, a law that regulates commercial email outreach.

Clearing your cache is helpful for resolving formatting and loading issues within the app and the Chrome Extension and is standard practice for any internet-based application.

On Seamless.AI, you can use the Company filter to target specific companies or to find professionals who’ve worked at specific companies. The Companies search filter works because it enables you to focus your efforts on companies that are more likely to be interested in your products or services. By specifying criteria such as industry, company size, location, and more, you can create highly targeted lists of potential leads. This precision not only saves you time but also increases your chances of converting these leads into valuable appointments and sales.

On Seamless.AI, you can use the Company filter to target specific companies or to find professionals who’ve worked at specific companies.

The Company search filter works because it enables you to focus your efforts on companies that are more likely to be interested in your products or services. By specifying criteria such as industry, company size, location, and more, you can create highly targeted lists of potential leads.

This precision not only saves you time but also increases your chances of converting these leads into valuable appointments and sales.

Integrating your Bullhorn CRM with a B2B SaaS platform like Seamless.AI can be a game-changer for automating your sales pipeline and improving overall efficiency. Bullhorn, a leading CRM solution, is widely used in industries such as staffing and recruiting to manage relationships with candidates, clients, and prospects. It excels at automating workflows, providing detailed reporting, and enhancing collaboration between teams.

By connecting your Bullhorn account with Seamless.AI, you unlock the power to seamlessly transfer contacts and leads directly into your Bullhorn pipeline, eliminating manual data entry. This integration empowers your sales and recruitment teams to work more efficiently by maintaining real-time updates on prospects and clients, while also making it easier to track and manage relationships throughout the customer lifecycle.

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Build a contact list, save email signatures, and all contact information automatically from anyone that has ever emailed you!

Adjust information to ensure that it matches specific values when importing to your given CRM!

Map any data field from Seamless.AI to any available field in your CRM.

The Seamless.AI Data Enrichment tool enriches incomplete data with missing contact information and builds reliable B2B sales lead lists you can sell.

Old or incomplete contact info in your B2B database is virtually useless and can cost you time and money. With data enrichment, you can fill out the holes and use your lists to prospect, sell, and make money. If your company sells products or services to other companies, then you need B2B data enrichment.

The Department search filters your target leads based on the department they work in (i.e, marketing, finance, sales, operations, and more). Seamless.AI’s Department filter similarly will target specific departments.

Instead of a blanket approach to research (which wastes time and resources), with department search filters, you can engage with influencers at departments that are most relevant to your product or service.

With the intel you get from department searches, you can craft messages tailored to the unique challenges of professionals in specific functions.

Searching for Companies in Seamless.AI allows you to build up your target accounts before locating leads at those accounts. This helps you create targeted and focused lists when building your pipeline.

How to download your companies from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer. Downloading/Importing Companies can be done individually or in bulk!

Download your contacts from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer.

Downloading/Importing Contacts can be done individually or in bulk!

Downloads tab is a dedicated section that keeps a record of all completed downloads.

Each key data point within Seamless.AI, such as email addresses and phone numbers, include a Total AI score. This score represents the confidence that is derived from the signals within each data point.

The Employee Size search filter on Seamless.AI similarly allows you to specify a target company headcount range that fits your ideal customer profile. Company Headcount/Employee Size saves time by only connecting with companies in your target size range.

Plus, when you know company size, you can segment your target audience and tailor your offerings to the growth phase of a business.

More targeted messaging and campaigns means more meaningful connections, more conversions, and better ROI.

The Employee Size search filter on Seamless.AI similarly allows you to specify a target company headcount range that fits your ideal customer profile.

Employee Size saves time by only connecting with companies in your target size range. Plus, when you know company size, you can segment your target audience and tailor your offerings to the growth phase of a business.

More targeted messaging and campaigns means more meaningful connections, more conversions, and better ROI.

Running into the error "Rest API is not enabled for Salesforce"? Read this customer education article to learn why you're seeing this and how to solve this issue.

My Companies is where all of your saved companies will be after you've researched them. This section will allow you to evaluate the researched information and filter your companies before exporting them to your preferred CRM. My Companies consolidates your researched data, enabling thorough evaluation and customizable filtering before seamless export to your chosen CRM.

My Contacts is where all of your saved contacts will be after you've researched them. This section will allow you to evaluate the researched information and filter your contacts before exporting them to your preferred CRM or Email Marketing Software service.

The Full Name filter can help you personalize your outreach.

When you can address prospects by their first and last name, instead of mass, generic spamming, it instantly makes your messaging more engaging. Also, if you've previously dealt with individuals but only remember their last names, this filter can help you find and re-engage with them.

Welcome to Seamless.AI! We're thrilled to get you on the platform! Let’s get your account set up with a few easy steps and start Crushing Quota!

Setting up your account to get started takes less than 5 minutes!

Connecting your Greenhouse account allows you to automate moving your contacts and leads straight into your Greenhouse account and your pipeline.

Learn how to submit requests for support to our customer success team at Seamless.AI, plus how to access to Knowledge Base, live webinars, phone support, and more.

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Learn how to bulk company search from the contact search tab in Seamless.AI. Upload up to 1000 companies at a time to find contacts that fit your criteria.

Resetting your Seamless.AI password can be done on the login screen or directly within your Seamless.AI account.

In this help article, we will show you how to exclude specific companies in your search results.

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Learn how to use Saved Search in Seamless.AI to keep track of previous search criteria to re-run and research new contacts.

Learn how to track your cost savings, time savings, and overall ROI in real-time using the Seamless.AI ROI dashboard. We explain how we calculate ROI for our users here.

Custom mappings can be utilized to map a static or set value into your CRM to ensure that you can have information sent in to your system given it is a required field and it does not line up with a Default Seamless field.

Hubspot integration. Connecting your HubSpot account allows you to automate moving your contacts and leads straight into your HubSpot account and your pipeline.

When importing Emails, there is always a chance that an Unknown email status may be encountered when researching new contacts. The information below outlines how these contacts can be imported to your CRM!

How to import your contacts from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer. Downloading/Importing Contacts can be done individually or in bulk!

How to import your companies from your Seamless.AI account so that you can take all of your data from Seamless.AI and get it into your favorite CRM, marketing automation platform, or dialer. Downloading/Importing Companies can be done individually or in bulk!

The Industry search filters results based on the specific industries or sectors that target professionals and companies work in. Instead of a broad search, and wasted time on unqualified leads, with Industry search filters you can identify prospects who are more likely to have a genuine interest in your solution.

You can create personalized messaging that addresses the specific pain points of that sector.

This means that more leads can turn into valuable appointments and sales. Tailoring your approach to a specific industry helps position you as an expert in that domain, giving you a competitive advantage

The Industry search filters results based on the specific industries or sectors that target professionals and companies work in. Instead of a broad search, and wasted time on unqualified leads, with industry search filters you can identify prospects who are more likely to have a genuine interest in your solution.

You can create personalized messaging that addresses the specific pain points of that sector. This means that more leads can turn into valuable appointments and sales.

Tailoring your approach to a specific industry helps position you as an expert in that domain, giving you a competitive advantage

Connecting your Insightly account allows you to automate moving your contacts and leads straight into your Insightly account and your pipeline.

Learn how to install and set up the Chrome extension with Seamless.AI to start prospecting anywhere from your browser.

Integrating Seamless.AI with your given CRM has never been easier!

Map any data field from Seamless.AI to any available field in your CRM.

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Inviting your team to your organization can be done as a free or paid user. Once an account has been created it'll show up on your User Management page and you can assign any paid licenses.

Track license/credit usage, add licenses, and send invites to colleagues in your organization to start driving leads with Seamless.AI!

Connecting your Keap account allows you to automate moving your contacts and leads straight into your Keap account and your pipeline.

Search for contacts based on keywords present in their profiles, job titles, or company descriptions. By using keyword filters, you can pinpoint professionals who are already involved in conversations relevant to your business. You additionally get a direct window into their interests so you can craft a more tailored pitch.

“And/or” functions help with different situations by allowing multiple conditions. Together, they can be more precise and more flexible when prospecting! Use “and” when searching you are looking for leads with both/all keywords. Use “or” when searching for leads available over multiple keywords.

Search for contacts based on keywords present in their profiles, job titles, or company descriptions. By using Keyword filters, you can pinpoint professionals who are already involved in conversations relevant to your business.

You additionally get a direct window into their interests so you can craft a more tailored pitch.“And/or” functions help with different situations by allowing multiple conditions.

Together, they can be more precise and more flexible when prospecting! Use “and” when searching you are looking for leads with both/all keywords. Use “or” when searching for leads available over multiple keywords.

The Location filter on Seamless.AI allows you to find contacts or companies based on the location (city, state, etc.) of their main office. When you use the location search filter, you can allocate your sales and marketing resources more efficiently to target leads in locations where your product/service has the most demand.

If you're planning to expand your business to a new location, this filter can be instrumental in identifying potential partners.

Lastly, referencing the challenges or opportunities in a specific location can make your outreach more relatable.

The Location filter on Seamless.AI allows you to find contacts or companies based on the location (city, state, zip code, etc.) of their main office.

When you use the Location search filter, you can allocate your sales and marketing resources more efficiently to target leads in locations where your product/service has the most demand.

If you're planning to expand your business to a new location, this filter can be instrumental in identifying potential partners. Lastly, referencing the challenges or opportunities in a specific location can make your outreach more relatable.

This help article shows you how to download your invoices from your Seamless.AI account and update your billing information.

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Using Lists in Seamless.AI allows you to quickly and easily organize your contacts and companies, making importing and exporting with organization a snap. Below outlines how to use our List features to set up and organize your companies and contacts within Seamless.AI before moving them to your preferred CRM or Email Marketing platform.

With Seamless.AI, you can easily map a list to a specific account in your CRM. If you are want to ensure that all contacts in a specific lead lead import into an exact account without requiring any duplication-checking, you can map a list name to an account.

Searching for Contacts in Seamless.AI is easier than ever using the search navigation bar in your Seamless.AI account.

Connecting your Microsoft Dynamics account allows you to automate moving your contacts and leads straight into your Microsoft Dynamics account and your pipeline.

Mixmax and Seamless.AI Integration. Connecting your Mixmax account to Seamless.AI allows you to automate moving contacts and emails straight to your Mixmax sequences and your pipeline.

Analyze your Seamless.AI usage and productivity right from your dashboard!

Keeping track of your goals and progress is simple on your Dashboard. You are able to check if you are on track to CRUSH YOUR GOALS!

Connecting your Outreach account allows you to automate moving your contacts and leads straight into your Outreach account and your pipeline.

Connecting your Pipedrive account allows you to automate moving your contacts and leads straight into your Pipedrive account and your pipeline.

The strategic gathering of information to enhance the effectiveness of sales pitches and customer interactions. By incorporating pitch intel into your sales approach, you can gain valuable insights into your prospects' pain points, preferences, and priorities.

This will provide contact recommendations each day that can be viewed from the Search tab (prior to entering any search criteria).

Set up your Ideal Customer Profile (ICP) to receive daily contact recommendations aligned with your preferences

This article shows you the different ways you can report a bug you find on Seamless.AI platform or request a feature and also includes direct links.

Revenue search filter allows you to target companies based on earnings. Instead of wasting time on companies that may not have the finances to invest, with the revenue filters you can target businesses that actually have the budget.
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This allocation of resources on higher quality leads means greater efficiency, more closed deals, and greater ROI.

Revenue search filter allows you to target companies based on earnings. Instead of wasting time on companies that may not have the finances to invest, with the revenue filters you can target businesses that actually have the budget.

This allocation of resources on higher quality leads means greater efficiency, more closed deals, and greater ROI.

Connecting your Salesforce account allows you to automate moving your contacts and leads straight into your Salesforce account and your pipeline.

Connecting your Salesloft account allows you to automate moving your contacts and leads straight into your Salesloft account and your pipeline.

Learn how to use the Seamless.AI Chrome Extension to find accurate cell phones, emails, direct dials, and personalizing insights for anyone anywhere online in seconds.

This help article outlines the core data points for contacts and companies available to Seamless.AI users.

This article contains all the information necessary for mapping Seamless.AI's Contact Data points!

This article contains all the information necessary for mapping Seamless.AI's Company Data points!

Explore the full list of industries that is used to filter through Seamless.AI contact and company profiles here.

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Seamless.AI Job Changes is part for the premium feature of Data Enrichment. This feature allows you to upload a list of contacts and find new job changes including new titles, companies, emails, phones, etc.

No matter how you're using Seamless.AI to build your lists and find the right audience for your products and service, our customer success team is here to help.All users can submit requests for support to our customer success team, and requests from users with Seamless.AI  Upgraded licenses receive priority. You can review a breakdown of our support below.

After researching Contacts or Companies with Seamless.Ai you are able to also access a variety of researched details Seamless was able to locate such as (ex. Full Name, Location, etc.). You can access this at any time in the My Contacts or My Companies page where all of your saved items will be after you've researched them.

If you are searching in app and see a message of 'No Results' or that you've 'Reached the end of your search results' this doesn't mean that your account has been limited or has an issue.

Searching for Companies in Seamless.AI allows you to build up your target accounts before locating leads at those accounts.

Seniority filter that allows you to refine search results based on rank (i.e. Manager, Senior, Director, VP, C-Level). Senior-level professionals often have the authority to make purchasing decisions.

Targeting them through this filter can shorten the sales cycle. Also, instead of scattering resources trying to reach the entire organization, focusing on specific seniority levels ensures you're targeting the right people, with the right messaging, leading to more closed-won deals.

Seamless.AI has released enhanced SSO support that is accessible within your Settings pages!

As an Admin or Owner role, view your teams Seamless.AI usage and productivity right from your Team Dashboard!

Keeping track of your team’s goals and progress is simple on your Team Dashboard. You are able to check if your team is on track to CRUSH YOUR GOALS!

Narrow your search down to businesses that use tech similar to the product or service you provide. The tech filter helps you identify market gaps. You can focus on prospects with the highest buying potential and highlight how your solution complements their existing tools, making it harder for competitors to match your pitch.

Narrow your search down to businesses that use tech similar to the product or service you provide. The Technologies filter helps you identify market gaps.

You can focus on prospects with the highest buying potential and highlight how your solution complements their existing tools, making it harder for competitors to match your pitch.

The Titles filter narrows and targets specific job titles  (stakeholders, decision-makers, etc.) most relevant to your goals. Rather than reaching out blindly to a company, targeting specific job titles through the job title filter, saves time and resources, and ensures your message gets in front of the right decision-makers.

Your outreach becomes more relevant, as you can highlight challenges and solutions that resonate with that particular position.

Seamless.AI collects information from multiple sources of data throughout the web, gathering hundreds of data points related to contacts and companies. We then assign confidence scores to each set of data, and this scoring system is referred to as Total AI in Seamless.AI.

Total AI metrics can (and should) be used to maximize your deliverability and outreach success. Each key data point within Seamless.AI, such as email addresses and phone numbers, include a Total AI score. This score represents the confidence that is derived from the signals within each data point.

Having trouble importing contacts from Seamless.AI into your CRM? Learn how to troubleshoot import errors for any of our CRM integrations.

Learn step-by-step how to troubleshoot common Seamless.AI Chrome extension issues: Uninstalling the extension, reinstalling, clearing your cache and more.

Seamless.AI Universal licenses and credits allow users to leverage research credits across multiple products.These credits enhance flexibility, streamline management, and provide cost-effective options for users to use all of what Seamless.AI has to offer!

This article includes recent updates the Seamless.AI team has made to expand deduplication capabilities for various CRMs (Salesforce, HubSpot, etc.).

If you would like to modify your account with Seamless.AI, please follow the below options to either upgrade or cancel your account.

In this article, we will discuss the methods required to use Keap CRM with Seamless.AI's Data. For additional information around the initial connection to Keap, please refer to our help center.

This article explains how negative keywords work and when they might be useful. Learn how to add negative keywords to Seamless.AI Search.

Learn how to use the Seamless.AI Chrome Extension with LinkedIn to find contacts and company profiles.

Social Search allows you to search directly on LinkedIn and use our Chrome Extension to go beyond in-app searching and pull contact information directly into your Seamless.AI account. The Chrome Extension works with LinkedIn Recruiter Corporate. It has not been developed to work on LinkedIn Recruiter - Lite at this time.

Learn how to use our Chrome extension to search directly on LinkedIn Sales Navigator and pull contact information directly into your Seamless.AI account.

Learn how to use the Seamless.AI Chrome Extension with LinkedIn Basic to find contacts and company profiles on LinkedIn.

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The Chrome Extension can be used on any company website to locate contacts associated with that company.

Before getting started, please make sure you install the Chrome Extension!

Pinning the extension to your toolbar will make accessing the Chrome Extension easier! Not seeing it? Click the puzzle piece icon in the top right corner, followed by the pin icon next to the Seamless.AI Extension.

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In this article, we will thoroughly explain the different types of licenses and capacities you can purchase on Seamless.AI to get the contact data and insights you need!

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Seamless.AI provides robust searching for contacts and companies through our Contact and Company search functionality. Within each search filter, Seamless.AI has a limit on the criteria you can add. This search filter max/limit is to ensure that you can have a robust search, but still keep your search focused.

Connecting your Zoho account allows you to automate moving your contacts and leads straight into your Zoho account and your pipeline.