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Search results for:crm
CRM Data Enrichment
Maintain a fresh and up-to-date CRM by updating current leads, contacts, or accounts… CRM Data Enrichment involves automatically updating your CRM records with the latest contact and company… First, access CRM Data Enrichment by pressing Enrich > CRM Enrichment
CRM-Based Recommendations
How to enable CRM recommendations if CRM is connected… CRM-based recommendations use your existing CRM data to surface new, high-quality leads that resemble… Disconnect the CRM integration Admins can disconnect the CRM at any time
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
Next, 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… Click on "CRM". Select the CRM integration where you want to export the contact. 5
Update your Shown Contacts
Update your CRM… that the CRM also needs to be updated… Scroll down to see how to update your CRM
Why Lusha asks for permissions to read and change data across all websites
Lusha on CRM… Lusha on CRM works on Salesforce and Hubspot
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
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
Getting started with Lusha's Extension
After revealing contact details: Click “CRM.” Choose your connected CRM… Lusha Extension on CRM… Export to CRM