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crm
CRM
Data Enrichment
Maintain a fresh and up-to-date
CRM
by updating current leads, contacts, or accounts… This feature is available for Lusha users with Salesforce as a
CRM
(other
CRM
software will… with your
CRM
through the integrations page Define new Lusha fields in your
CRM
that are later
CRM
Permissions Required for Lusha Integration
Before started exporting contact from Lusha to your
CRM
, make sure to enable these permissions for a smooth experience… Lusha integrates with your
CRM
while respecting the permission profiles set within your system… Ensure your
CRM
settings allow third-party integrations
Bulk Save Leads to
CRM
on LinkedIn Sales Navigator
Upon completing the saving process to your
CRM
, your contacts will have a saved to
CRM
indication next… Please wait as Lusha saves the contacts to your
CRM
account… to their names, with the
CRM
logo
How to Export Contacts to
CRM
Using Lusha
Click on the "
CRM
'" icon: Select the
CRM
integration where you want to export the contact… Click on "
CRM
". Select the
CRM
integration where you want to export the contact… Once saved, the contact will appear in your
CRM
under the designated category
Salesforce identifier (Indicator)
Salesforce Identifier feature can help you determine which object types already exist in your
CRM
… Salesforce Identifier feature can help you determine which object types already exist in your Salesforce
CRM
… prevent the unnecessary use of credits and duplications when saving contacts, leads, or accounts to your
CRM
Update your Shown Contacts
Update your
CRM
… that the
CRM
also needs to be updated… Scroll down to see how to update your
CRM
Wishlist: Saving contacts with no available data
Save contacts with no available data to your lists or
CRM
using the Lusha plugin… Saving wishlist contacts directly to
CRM
… Choose to which
CRM
you would like to save this contact to and click save Note: Exporting
Why Lusha asks for permissions to read and change data across all websites
Lusha on
CRM
… Lusha on
CRM
works on Salesforce and Hubspot
Job Change Alerts
Export to
CRM
… You can export to CSV, to create a new Lusha list, and to export to your
CRM
… Click Save selected and choose the desired
CRM
from the picklist below
What is 'Lusha Everywhere'?
After showing the contact details, click on “
CRM
” Next, select the relevant
CRM
as the desired destination… Export to
CRM
… Besides saving the contact to a list, it can be exported to one or more of your
CRM
integrations