CRM imports

Use these steps to pull contacts and companies you already track in a CRM into a workflow, either from a saved list/view/report or by matching filters live. This page covers HubSpot, Salesforce, Microsoft Dynamics, Zoho, Attio, TribeCRM, and — via the generic CRM import — Pipedrive and Odoo.

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Import contacts from Hubspot list

Imports every contact in a HubSpot list into the workflow. Use it when you already curate your target audience as a HubSpot list and want Enginy to pick up those contacts as-is. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected HubSpot account.

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Import companies from Hubspot list

Imports every company in a HubSpot list into the workflow. Use it when your target accounts are already grouped into a HubSpot list. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected HubSpot account.

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Import contacts from Hubspot search

Pulls contacts straight out of HubSpot by matching filters, instead of relying on a pre-built list. Use it when the audience you want isn’t saved as a list, or changes often enough that a live filter is easier to keep current. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected HubSpot account.

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Import companies from Hubspot search

Pulls companies straight out of HubSpot by matching filters, instead of relying on a pre-built list. Use it for account segments that live only as a saved HubSpot search. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected HubSpot account.

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Import companies from Dynamics list

Imports every company in a Microsoft Dynamics view. Use it when your target accounts already live in a saved Dynamics view. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Microsoft Dynamics account.

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Import contacts from Dynamics list

Imports every contact in a Microsoft Dynamics view. Use it when your target contacts already live in a saved Dynamics view. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Microsoft Dynamics account.

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Import companies from Salesforce list

Imports every company in a Salesforce list view. Use it when your target accounts are already grouped into a Salesforce list view. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Salesforce account.

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Import contacts from Salesforce list

Imports every contact in a Salesforce list view. Use it when your target contacts are already grouped into a Salesforce list view. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Salesforce account.

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Import contacts from Salesforce Report

Pulls contacts directly from the rows of a Salesforce report, rather than a list view. Use it when your contact segment is already defined as a Salesforce report. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Salesforce account.

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Import companies from Zoho list

Imports every company in a Zoho view. Use it when your target accounts already live in a saved Zoho view. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Zoho account.

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Import contacts from Zoho list

Imports every contact in a Zoho view. Use it when your target contacts already live in a saved Zoho view. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Zoho account.

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Import contacts from Dynamics search

Pulls contacts straight out of Microsoft Dynamics by matching filters, instead of relying on a saved view. Use it for contact segments that only exist as a live Dynamics filter. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Microsoft Dynamics account.

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Import contacts from Salesforce search

Pulls contacts straight out of Salesforce by matching filters, instead of relying on a saved list view. Use it for contact segments that only exist as a live Salesforce filter. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Salesforce account.

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Import companies from Dynamics search

Pulls companies straight out of Microsoft Dynamics by matching filters, instead of relying on a saved view. Use it for account segments that only exist as a live Dynamics filter. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Microsoft Dynamics account.

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Import companies from Salesforce search

Pulls companies straight out of Salesforce by matching filters, instead of relying on a saved list view. Use it for account segments that only exist as a live Salesforce filter. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Salesforce account.

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Import contacts from Attio search

Pulls contacts straight out of Attio by matching filters. Use it for contact segments that only exist as a live Attio filter. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Attio account.

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Import contacts from Zoho search

Pulls contacts straight out of Zoho by matching filters, instead of relying on a saved view. Use it for contact segments that only exist as a live Zoho filter. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Zoho account.

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Import contacts from CRM

Imports contacts from your connected CRM (currently Pipedrive or Odoo). Use it to pull a saved list or search from that CRM into the workflow. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected Pipedrive or Odoo account.

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Import companies from CRM

Imports companies from your connected CRM (currently Pipedrive or Odoo). Use it to pull a saved list or search from that CRM into the workflow. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Pipedrive or Odoo account.

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Import contacts from TribeCRM search

Pulls contacts straight out of TribeCRM by matching filters. Use it for contact segments that only exist as a live TribeCRM filter. Settings Output: the imported contacts, ready for enrichment or actions. Requirements: Requires a connected TribeCRM account.

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Import companies from TribeCRM search

Pulls companies straight out of TribeCRM by matching filters. Use it for account segments that only exist as a live TribeCRM filter. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected TribeCRM account.

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Import companies from Attio search

Pulls companies straight out of Attio by matching filters. Use it for account segments that only exist as a live Attio filter. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Attio account.

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Import companies from Zoho search

Pulls companies straight out of Zoho by matching filters, instead of relying on a saved view. Use it for account segments that only exist as a live Zoho filter. Settings Output: the imported companies, ready for enrichment or actions. Requirements: Requires a connected Zoho account.