Seamless.ai

About

Sales intelligence and lead management solution that streamlines contact search, market research, lead conversion, data importing, etc.

Access

A shared login is stored in the Marketing-contractors 1Pass vault.

Account

Meltano currently uses the free plan.

• 50 credits/month
• Email Addresses
• Cell Phones
• Real-time search engine
• Enterprise Security and Compliance*
• Export download
• Basic Integrations*

Support features:

• Self-serve Knowledge Base
• Email support (Support times active between 9 AM - 5 PM ET Monday through Friday)

Settings

Setting up Preferences and your Ideal Customer Profile(ICP)

Preferences

• What are the top titles you sell to? data engineer, software engineer, data architect, solutions architect
• What are the top titles you sell to? Higher Education, Financial Services, Computer Software, Retail, Hospital & Healthcare
• What are the top company sizes you sell to? 201-500, 501-1,000, and 1,001-5,000 employees
• What departments do you sell to? Engineering, IT, Operations

Gong alerts ON

In-app notifications

Show Gong alerts ON

Chrome Extension

Download the Chrome extension

Use the Seamless.ai Chrome extension while navigating B2B websites and search for prospects that match your ideal customer profile. Send their contact information directly to HubSpot.

Integrations

HubSpot

Universal settings

Set and lock org-wide.

• Owner: Douwe Maan email
• Default HubSpot contact list: Seamless.AI ICP contact import list
• Total AI Threshold/Limit on Contact Imports: 50
• Seamless.ai will automatically create accounts for contacts if they don’t already exist in HubSpot.
• Auto-import NO
• Import without a valid email address NO
• Use Hubspot auto-generated companies for contacts YES
• Fill Blank Contact Phone with Company Phone NO
• Fill Blank Contact Location with Company Location YES

Import mappings

Set and lock org-wide.

Account/Company Object

Seamless.ai Field	HubSpot Field	Overwrite*
Website	website	No
Website domain	domain	No
Phone	phone	No

*Please note: that changing Overwrite to Yes will allow Seamless.ai to overwrite HubSpot fields.

Contact Object

Seamless.ai Field	HubSpot Field	Overwrite
First Name	firstname	No
Last Name	lastname	No
Title	jobtitle	No
Company Name	company	No
Contact Phone	phone	No
Business Email	email	No
Website	website	No

Search

Seamless.ai automatically recommends contacts and companies based on the ideal contact preferences in settings.

Use the search filters to further segment your search by senoirity, department, technologies, location, etc. You can search for contacts or companies. You can also save a search to review later.

• Using Negative Search Criteria
• Searching for Contacts or Leads

Import

Please note: only 50 credits per month allowed under the free plan.

Importing Contacts or Leads to your Hubspot CRM