Radar lets you take the companies you’ve found out of the dashboard in two ways: download them as a CSV, or send them to your CRM. For now, both export companies, not individual contacts. To reach out to contacts, see Contacting leads using Overloop. Exporting and syncing contacts directly is coming next.
Download a CSV
In Sortlist visitors or Website visitors, click the export icon.
Choose a date range and specify a segment if desired.
Radar generates a CSV with each company’s details: name, size, industry, location, phone, website, LinkedIn, last visit, and source. For Sortlist visitors, it also includes what they’re looking for.
Sync a company to your CRM
Connect your tool
Go to Settings > Integrations, find your app and click Connect, then choose Zapier or Make. Sortlist opens a ready-made template you finish setting up there.
Sync a company
To push a company to your CRM, click the Send to integrations icon on the right of a company's row; or open the company and click Send to integrations at the bottom of its panel. If nothing is connected yet, Radar prompts you to set it up first.
Supported CRMs
HubSpot, Pipedrive, Salesforce, Zoho CRM, Teamleader, Odoo, and Sellsy.