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CRM Filters let you use your Salesforce data directly inside Lusha’s Workspace. Instead of searching Lusha and then manually cross-checking your CRM, you apply CRM-based criteria right from the filter panel - and get results that reflect both Lusha’s database and your live pipeline in a single query. This article covers the Search in My CRM filter, which enables your prospecting results to contacts and companies that match specific criteria from your Salesforce, such as opportunity stage, account type, or record ownership. Learn more about the Not in my CRM filter.
CRM Filters are currently supported for Salesforce only. HubSpot support is coming soon.

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Before you start

To use CRM Filters, you’ll need:
  • A connected Salesforce or HubSpot account. Your admin must connect Salesforce or HubSpot at the account level for the “Not in my CRM” feature.
  • Your individual Salesforce login. Even if your admin has already connected to Salesforce, you need to authenticate with your own credentials so Lusha can show your personal Book of Business.
  • Up to 24 hours after first connection. When you connect Salesforce for the first time, Lusha syncs and matches your CRM data. CRM Filters are unavailable until this is complete.
The first sync can take up to 24 hours.

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How to apply CRM Filters

1

Open the filter panel

Go to Workspace and open the Contact filters or Company filters panel.
2

Expand Search in My CRM

Scroll down to the CRM section and expand Search in My CRM.
3

Choose a filter type

Choose your filter type (e.g., Opportunity Stage, Account Owner, Account Type).
4

Select an operator

Select the operator: Include (show only these) or Exclude (hide these).
5

Choose a value

Choose a value from the dropdown. Values are pulled from your Salesforce in real time, including any custom picklist values.
6

Add more filters (optional)

Optionally, add more CRM filters or combine with standard Lusha filters (job title, location, industry, and more).
7

Review your results

Your results update to reflect all applied filters.
Each filter type takes approximately 4 seconds to load because Lusha fetches your exact Salesforce values in real time. If you select three filters in sequence, expect around 12 seconds of total loading time.
When filters are applied, the result count updates to show how many contacts or companies matched your criteria. You’ll also see a note like: “Salesforce returned 10,000 records, 5,500 matched in Lusha.”

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Available CRM Filters

The table below shows which filters are available when searching Contacts versus Companies.
Lead Owner and Lead Status only apply to Contact searches. Leads are individual people, not companies. When searching Companies, these filters are automatically hidden.
Lead filters cannot be combined with Opportunity, Account, or Contact filters. If you select a Lead filter, the others are disabled - and vice versa. Clear your current filters to switch.

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Include vs. Exclude: How operators work

Include - Shows only records that match your criteria.
  • Example: Include Opportunity Stage = “Negotiation” → Shows contacts at accounts with deals in the Negotiation stage.
Exclude - Hides records that match your criteria and shows everything else.
  • Example: Exclude Account Type = “Customer” → Hides your existing customers and shows prospects and partners only.
Combining operators: You can mix Include and Exclude across different filters. Multiple values within the same filter use OR logic. Filters across different types use AND logic. Example: Include Account Owner = “My accounts” AND Exclude Account Type = “Customer” → Shows your prospect and partner accounts only.

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Data freshness and sync timing

Not all CRM data appears in Lusha at the same speed. Here’s what to expect: If your data is more than 24 hours old, you’ll see a warning. If the connection has expired, you’ll be prompted to reconnect.

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Understanding your results

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Why do I see fewer results than expected?

Two things can reduce your result count:
  • Match rate (~55%). Lusha matches your Salesforce records to contacts in its database using email, name, and company. About 55% of Salesforce records match successfully. If your filters return 10,000 Salesforce records, expect roughly 5,500 results in Lusha. We’re working to improve this match rate in a future release.
  • Result cap. CRM Filters return up to 50,000 results per query. If your criteria match more records, Lusha shows the 50,000 most recently updated and prompts you to narrow your filters.

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What does “Contact Owner” show when I search Companies?

When you filter Companies by Contact Owner = My contacts, you see companies where you own at least one contact - not necessarily all contacts. For example, if Acme Corp has 10 contacts and you own 2 of them, Acme Corp still appears in your results.

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How do Opportunity filters work when searching Contacts?

Opportunity filters identify accounts that have matching opportunities, then return contacts at those accounts. For example, Opportunity Stage = Negotiation returns all contacts at accounts with a deal currently in the Negotiation stage. This is useful for finding additional stakeholders at your active deals.

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CRM Filters vs. “Not in My CRM”

These two features serve opposite purposes and cannot be used at the same time:
You can only have one of these active at a time. Turn off one before enabling the other.

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Troubleshooting

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CRM Filters aren’t showing up

  • Confirm Salesforce is connected - Go to account menu → Integrations and confirm Salesforce is connected.
  • Confirm your individual login - Confirm you’ve logged in individually with your Salesforce credentials (not just the admin account-level connection).
  • Check the sync status - If the initial 24-hour sync isn’t complete, filters will be unavailable.
  • Refresh and retry - Refresh your browser and try again.

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My Salesforce connection expired

Click Reconnect to Salesforce in the CRM section. Connection tokens typically expire every 90 days for security reasons.

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Salesforce API limit reached

You’ll see the message: “Salesforce API limit reached. CRM filters are temporarily unavailable until midnight PST.” This means your organization has hit Salesforce’s daily API call limit.
  • Wait for the daily quota to reset at midnight PST.
  • Contact your Salesforce admin - they can monitor usage or request a limit increase.
  • Regular Lusha prospecting (without CRM Filters) is still available.

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Zero results returned

If your search returns no results, check the following:
  • Your CRM filter criteria returned 0 matching records from Salesforce. Try broadening your filter values.
  • Salesforce returned records, but none matched in Lusha’s database. This can happen when contacts have recently changed jobs. Try different filters.
  • You may have incompatible filters selected (e.g., Lead filters combined with Opportunity filters). Clear conflicting filters and try again.
If none of the above helped, and the issue persists, contact Lusha Support.

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FAQs

Will using CRM Filters consume credits? No. Applying a CRM Filter does not consume credits. Credits are only used when you reveal contact details or enrich records. Can I filter by a specific team member (e.g., “owned by Sarah Johnson”)? Not yet. Currently you can filter by My records (records you own) or Team records (records owned by anyone in your org). Filtering by a specific user is coming in a future release. Can I save a search that includes CRM Filters? Save search with CRM Filters is not available yet. This is planned for a future release. Do CRM Filters work in real time? Changes to existing records (like updating an Opportunity Stage) appear immediately. New records created in Salesforce take up to 8 hours to appear, because they go through a batch sync process. Which CRMs are supported? Salesforce only, for now. HubSpot support is planned for a future release. You’re all set! With CRM Filters, your Lusha searches are grounded in your actual pipeline - so you can find the right contacts at the right accounts, every time.