Quick answerConnect Owner Leads Direct to Salesforce. CSV import templates, field mapping, and Enterprise-tier API push for direct business owner contact data — owner… Owner Leads Direct delivers verified business-owner contact data — owner mobile phones, email, revenue band — across 50+ industries and all 50 US states. Free sample list available before any commit. Same-day CSV delivery during business hours.
Connect Owner Leads Direct to Salesforce. CSV import templates, field mapping, and Enterprise-tier API push for direct business owner contact data — owner…
The JSON API schema (Enterprise tier) includes all standard CSV fields plus nested objects for: address_components (street, suite, city, state, zip5, zip4), phone_array (primary, secondary, mobile_confirmed flag per line), and enrichment_meta (source_tier, last_application_date, bank_statement_available, ein_available). API responses are paginated at 500 records per call and support cursor-based pagination for large pulls. Full field reference at /api-docs.
ROBS (Rollover for Business Startups) advisors and SBA loan brokers use Owner Leads Direct to reach recently formed LLCs and S-Corps (year_founded filter) where the owner is still personally financing growth and actively evaluating structured capital. HR-tech and staffing-platform vendors buy industry-segmented lists to pitch owners who are actively hiring — a cohort with strong software-adoption propensity. Financial planning and RIA firms use the revenue-band filter to prospect business owners managing $1M–$5M in annual top-line revenue.
High-volume purchases can use the bulk quantities listed in the current catalog. An Enterprise recurring plan is separate from a custom enterprise contract. API delivery, exclusivity and special schedules are quote-only requests, not automatic entitlements inferred from a plan name.
DNC safe-harbor and list hygiene: to qualify for TCPA safe-harbor protection on DNC-registered numbers, your firm must: (1) access and download the National DNC Registry at least every 31 days; (2) maintain an internal DNC list updated in real time; (3) have an established business relationship (EBR) with the called party or documented express prior written consent; (4) use a DNC scrubbing service on all lists before dialing. Owner Leads Direct provides DNC-pre-scrubbed files on request. We recommend re-scrubbing any list older than 31 days before loading it to your dialer, regardless of when it was purchased.
Same-day vs next-business-day SLA: orders placed and confirmed before 3 PM Eastern on a business day (Monday–Friday, excluding US federal holidays) are fulfilled same-day. Orders placed after 3 PM ET or on a weekend/holiday are fulfilled the next business day by noon ET. Custom-filter pulls (EIN, bank statements, SSN) may require 24–48 hours additional processing time. Replacement requests for defective records are processed within 5 business days of a documented defect report. Emergency same-hour delivery is available on Enterprise tier for an expedite fee — contact us for details.
Yes — both. The CSV import workflow uses Salesforce's native Data Import Wizard which is identical in both UIs. The Enterprise API push uses standard REST endpoints supported by both editions.
On Pro tier, our CSV exports map to standard Lead/Contact objects only. On Enterprise tier, we'll configure the API push to write to your custom objects (MCA_Deal__c, Loan_Application__c, etc.) — typical setup time is one business day.
Records ship with both email and mobile, which Salesforce's standard duplicate management rules can match against. We also include a stable owner_record_id you can store as an external ID to prevent duplicate imports.
A 5,000-record CSV typically imports in under 4 minutes via the Data Import Wizard. The Enterprise API push handles the same volume in roughly 2 minutes via bulk API endpoints.
Yes. The CSV import wizard is available in Essentials, Professional, Enterprise, and Unlimited editions of Sales Cloud. Enterprise-tier API push requires Salesforce API access (Enterprise edition or higher).