# Importing from CRM into Workspace

How to import Salesforce/HubSpot records into a Workspace table, choose your import method, preview results, and enrich or export them.

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.