This integration allows users to leverage Ocean.io's capabilities directly within their Planhat workspace. It facilitates the discovery of companies and contacts that are similar to existing ideal customer profiles. The enrichment process can be triggered manually for on-demand analysis or integrated into flexible automation flows, such as when new records are created or updated in Planhat. The results of the Ocean.io enrichment are then written back into Planhat, providing actionable insights for sales and marketing teams. Setup involves activating the integration via an API key and webhook, with assistance available from Planhat's Technical Account Managers (TAMs) or Customer Success Managers (CSMs).

Features & Benefits

• Lookalike Identification: Finds companies and contacts that match your ideal customer profiles.
• Automation Flows: Integrates with Planhat's automation to enrich data as it's created or updated.
• On-Demand Enrichment: Allows for immediate analysis of specific accounts or contacts.
• Seamless Integration: Writes enriched data back into Planhat for immediate use.