Overview
Use Ocean.io to to find lookalikes companies and contacts across your Planhat workspace on-demand or as part of flexible “if-this, then-that” automation flows.
How it works
For example, when a person or company is created or updated, send the record to Ocean.io for enrichment and then write the results back to Planhat; you can run these automations on-demand or automatically.
Configure
Activate the Ocean.io integration using an API key and add a webhook step. Your Planhat TAM will handle the setup - reach out to them or your CSM for any steps required on your side.