{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-user-guide/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"redocly_category":"User Guide","type":"markdown"},"seo":{"title":"Importing from CRM into Workspace","description":"Access documentation, use cases, and technical guides for Lusha. Learn how to query our comprehensive dataset of business profiles and company information using our three main endpoints.","siteUrl":"https://docs.lusha.com","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"importing-from-crm-into-workspace","__idx":0},"children":["Importing from CRM into Workspace"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["How to import Salesforce/HubSpot records into a Workspace table, choose your import method, preview results, and enrich or export them."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The CRM Import feature lets you bring existing records from your Salesforce/HubSpot account directly into a Workspace table, enrich them with Lusha's verified contact data and AI insights, and push them back — closing the loop on your data hygiene without leaving Lusha."]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["💡 Currently supported CRMs: Salesforce (production and sandbox) & HubSpot."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"prerequisites","__idx":1},"children":["Prerequisites"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before you can import, make sure:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Your Salesforce/HubSpot account is connected under ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Integrations"]}," in the top navigation bar"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Your integration settings allow Lusha to read Salesforce records"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["You have access to the Salesforce reports or objects you want to import"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-start-a-crm-import","__idx":2},"children":["How to start a CRM import"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["There are two entry points:"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["From the homepage:"]}," Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Import from CRM"]}," below the AI chat input on the home screen."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["From the \"+\" button in Recents:"]}," Click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["+"]}," button in the Recents section on the homepage, then select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Import from CRM"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"choose-your-import-method","__idx":3},"children":["Choose your import method"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["After clicking Import from CRM, you'll choose between two methods:"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Method 1: Salesforce/HubSpot Report"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Import directly from a saved Salesforce report. Select from the table of reports available in your Salesforce account. This is the fastest method if you already have reports defined in Salesforce — for example, a \"Q2 Target Accounts\" report or a \"Leads from last 30 days\" report."]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Maximum filters: 5"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Best for: pre-defined segments you already manage in Salesforce"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Method 2: Objects & Fields"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Build a custom query within Lusha by selecting a Salesforce/HubSpot object type and the fields you want to pull. 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This is useful for reducing the import size or targeting a specific segment (e.g., only accounts in a particular region or leads above a certain lead score)."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"preview-your-import","__idx":5},"children":["Preview your import"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before committing, Lusha shows up to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["25 sample rows"]}," from your Salesforce/HubSpot selection. Review these rows to confirm the records match what you intended to import. If the preview looks right, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Insert to table"]}," to complete the import."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Row limit:"]}," Up to 10,000 rows can be imported per table."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-happens-after-import","__idx":6},"children":["What happens after import"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once imported, your CRM records appear as a Workspace table. The table will contain the fields pulled from Salesforce plus Lusha's standard columns. From here you can:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enrich"]}," — Add Lusha contact data (emails, phone numbers) or AI data columns to supplement your CRM records"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add Signals"]}," — Layer in real-time behavioral signals to prioritize which imported accounts to call first"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Export back to CRM"]}," — Select contacts and click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["CRM"]}," button in the toolbar to push enriched data back to Salesforce"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Export to CSV"]}," — Download the enriched table for use in other tools"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"tips","__idx":7},"children":["Tips"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Use \"Objects & Fields\" with the Lead object to enrich unqualified leads in bulk before passing them to sales"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Import an Account table, add the \"Headcount increase\" signal, and filter to show only growing accounts — an effective account prioritization play"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["CRM columns (from the Add enrichment → CRM tab) are free and let you bring additional CRM field values into the table view alongside Lusha data"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"faqs","__idx":8},"children":["FAQs"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Which CRMs are supported today?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Salesforce (production and sandbox environments) and HubSpot. Additional CRM integrations are in progress."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Will imported records overwrite my Salesforce data?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No. Importing brings Salesforce data into Lusha for enrichment. Pushing data back to Salesforce only occurs when you explicitly click the CRM export button."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["What if my import returns more than 10,000 records?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The import will be limited to 10,000 rows. Apply filters to narrow your Salesforce selection before importing to stay within the limit."]}]},"headings":[{"value":"Importing from CRM into Workspace","id":"importing-from-crm-into-workspace","depth":1},{"value":"Prerequisites","id":"prerequisites","depth":2},{"value":"How to start a CRM import","id":"how-to-start-a-crm-import","depth":2},{"value":"Choose your import method","id":"choose-your-import-method","depth":2},{"value":"Add filters (optional)","id":"add-filters-optional","depth":3},{"value":"Preview your import","id":"preview-your-import","depth":3},{"value":"What happens after import","id":"what-happens-after-import","depth":2},{"value":"Tips","id":"tips","depth":2},{"value":"FAQs","id":"faqs","depth":2}],"frontmatter":{"seo":{"title":"Importing from CRM into Workspace"}},"lastModified":"2026-06-22T08:32:32.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/user-guide/building-your-workspace-tables/account-based-prospecting-beta/importing-from-crm-into-workspace","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}