Skip to main content
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.
Currently supported CRMs: Salesforce (production and sandbox) & HubSpot.

​
Prerequisites

Before you can import, make sure:
  • Your Salesforce/HubSpot account is connected under Integrations in the top navigation bar
  • Your integration settings allow Lusha to read Salesforce records
  • You have access to the Salesforce reports or objects you want to import

​
How to start a CRM import

There are two entry points: From the homepage: Click Import from CRM below the AI chat input on the home screen. From the ”+” button in Recents: Click the + button in the Recents section on the homepage, then select Import from CRM.

​
Choose your import method

After clicking Import from CRM, you’ll choose between two methods: Method 1: Salesforce/HubSpot Report 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.
  • Maximum filters: 5
  • Best for: pre-defined segments you already manage in Salesforce
Method 2: Objects & Fields Build a custom query within Lusha by selecting a Salesforce/HubSpot object type and the fields you want to pull. Available objects: Contact, Lead, or Account.
  • Maximum filters: 25
  • Best for: custom queries that don’t have a matching report in Salesforce; pulling specific field combinations

​
Add filters (optional)

Regardless of method, you can apply filters to narrow down the records before importing. 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).

​
Preview your import

Before committing, Lusha shows up to 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 Insert to table to complete the import. Row limit: Up to 10,000 rows can be imported per table.

​
What happens after import

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:
  • Enrich - Add Lusha contact data (emails, phone numbers) or AI data columns to supplement your CRM records
  • Add Signals - Layer in real-time behavioral signals to prioritize which imported accounts to call first
  • Export back to CRM - Select contacts and click the CRM button in the toolbar to push enriched data back to Salesforce
  • Export to CSV - Download the enriched table for use in other tools

​
Tips

  • Use “Objects & Fields” with the Lead object to enrich unqualified leads in bulk before passing them to sales
  • Import an Account table, add the “Headcount increase” signal, and filter to show only growing accounts - an effective account prioritization play
  • 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

​
FAQs

Which CRMs are supported today? Salesforce (production and sandbox environments) and HubSpot. Additional CRM integrations are in progress. Will imported records overwrite my Salesforce data? No. Importing brings Salesforce data into Lusha for enrichment. Pushing data back to Salesforce only occurs when you explicitly click the CRM export button. What if my import returns more than 10,000 records? The import will be limited to 10,000 rows. Apply filters to narrow your Salesforce selection before importing to stay within the limit.