OneInsight currently accepts two integration methods for access by sales reps:

  • Link
  • iFrame

Both methods involve generating a link on a person based object (e.g. lead, contact) for every person (i.e, every contact or lead) in the following format:

Note: EMAIL_ADDRESS needs to be replaced with the email address of the contact or lead in the CRM system. OneInsight also supports custom deduplication logics in Marketo with alternative or additional identifiers.

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