Overview
Upon revealing your desired contacts' details, you can save them to a list on Lusha or to a CRM integration, depending on your subscription options and limitations.
You can either save contacts one by one or in bulk.
How it works - Create a List
In your Lusha account, navigate to the Prospect search tab on the left upper corner of your screen to start prospecting.
Press on "Show details".
Choose the relevant platform and click 'Save'.
Using the menu, you can choose an existing list or create a new one by typing it's name.
After saving your contacts to lists, which will help you organize them with our internal list tool you can also export a list to a CSV file.
💡Note: Contacts can also be saved in multiple lists with tag updates and manual edits reflected across all lists. The 'Save to' action allows an existing contact to be copied to a new list rather than moved.
At the moment, there is currently no option to permanently delete contacts that were added to the List.
However, you can create a customized list (For example, a list named "Archive") and move all the unwanted contacts there 😊
Navigate your lists
To search for a specific contact in your list, use the search bar in the upper left side:
Note: You will only be able to search contacts by their name.
To search for a list by users, click on the "All Users" picklist" and choose the one you are after.
💡Note: The account admin can access the ‘all contacts’ lists that contain all the contacts that have been ever saved under this account, by all the users.
A user role, however, can only access the lists they created.
Save to CRM
You can also save to one of our many integrations, including Salesforce, Hubspot, and Pipedrive.
Bulk Save Contacts
On Prospecting, you can also bulk-save contacts!
With this feature, you can save your list of revealed contacts to Lusha or one of our CRM integrations directly from the prospecting.
Upon revealing your desired contacts, select them, and select where would you like to same them - List, CRM, or even add them to a sequence.
To bulk save to a list on Lusha, select Lusha from the menu and either create a new list or select an existing one.
Once done, you will see a confirmation screen your action has succeeded 🚀
Bulk Save to CRM
You can also bulk save to an integration, such as Salesforce, Hubspot, Pupedrive etc.
To do so, press on CRM. Select the desired CRM, whether to save contacts or leads, and ensure the right account/company is selected.
Lusha will detect the relevant account/company name for you, and if we can’t find an existing record, it will indicate that it’s going to be a new account in green.
You can also choose to select all contacts to the same account by clicking on the blue “Assign all 25 contacts to an account". Then, you can either select or type to which account you would like to save.
Click on save, and once we’re done saving, you’ll get a confirmation screen indicating that the save was successful.
To learn how to export your lists from Lusha to a CSV press here.