CRM actions

Use these steps to push the contacts and companies in your workflow out to your connected CRM, or to create follow-up tasks there.

Export companies to CRM

Exports the companies that reach this step to your connected CRM. Use it at the end of a search-and-enrich path to get qualified companies into your CRM automatically. Settings

Setting	Required	What it controls
Owner	No	The CRM user assigned as owner of the exported companies.

Output: the companies, continuing to the next step. Requirements: requires a connected CRM.

Export contacts to CRM

Exports the contacts that reach this step to your connected CRM, along with their associated companies. Use it at the end of a search-and-enrich path to get qualified contacts into your CRM automatically. Settings

Setting	Required	What it controls
Owner	No	The CRM user assigned as owner of the exported contacts.
Contact field mapping	No	Overrides how contact fields map to CRM properties.
Company field mapping	No	Overrides how company fields map to CRM properties.
Export associated company	No	Also exports and links the contact’s associated company record.
Association type	No	How the contact-company association is set in the CRM (replace, primary, or append).
Overwrite existing fields	No	Which fields overwrite existing CRM values instead of being left as-is.

Output: the contacts, continuing to the next step. Requirements: requires a connected CRM.

Create task in CRM

Creates a task in your connected CRM for each contact that reaches this step. Use it to hand off follow-up work to a sales rep once a contact reaches a certain point in the workflow. Settings

Setting	Required	What it controls
Owner	Yes	The CRM user the task is assigned to.
Task type	Yes	The type of task created in the CRM.
Title	Yes	The task’s title, templated per contact.
Description	No	Additional task details, templated per contact.

Output: the contacts, continuing to the next step. Requirements: requires a connected CRM.

Getting started

Building & managing

Triggers

Import steps

Enrich steps

Action steps

Branching

Export companies to CRM

Export contacts to CRM

Create task in CRM

​Export companies to CRM

​Export contacts to CRM

​Create task in CRM

Export companies to CRM

Export contacts to CRM

Create task in CRM