> ## Documentation Index
> Fetch the complete documentation index at: https://docs.enginy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM actions

> Steps that export contacts and companies to your connected CRM, or create tasks there

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

<h2 id="export-companies-to-crm">
  Export companies to CRM
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/export-companies-to-crm.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=14da8646ca785bae985bb0ddf8e05168" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/export-companies-to-crm.svg" />

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.

<h2 id="export-leads-to-crm">
  Export contacts to CRM
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/export-leads-to-crm.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=f08bfdf1b29317f71a1cc20982dec78d" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/export-leads-to-crm.svg" />

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.

<h2 id="create-task-in-crm">
  Create task in CRM
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/create-task-in-crm.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=0df0a65df1fe164c55e038d350ed92b3" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/create-task-in-crm.svg" />

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.