> ## 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 imports

> Import contacts and companies already stored in HubSpot, Salesforce, Microsoft Dynamics, Zoho, Attio, TribeCRM, or Pipedrive.

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 Pipedrive (via the generic CRM import).

<h2 id="import-leads-from-hubspot-list">
  Import contacts from Hubspot list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-hubspot-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=e73a5ad96df1e516d4ced395a2cf0f82" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-hubspot-list.svg" />

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**

| Setting              | Required | What it controls                                                        |
| -------------------- | -------- | ----------------------------------------------------------------------- |
| HubSpot list         | Yes      | The HubSpot list to import contacts from.                               |
| Max contacts         | No       | Caps how many contacts are imported.                                    |
| Enrich from LinkedIn | No       | Matches and enriches each imported contact with their LinkedIn profile. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected HubSpot account.

<h2 id="import-companies-from-hubspot-list">
  Import companies from Hubspot list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-hubspot-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=2bb43dc201d63d0a225364eb6db67183" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-hubspot-list.svg" />

Imports every company in a HubSpot list into the workflow. Use it when your target accounts are already grouped into a HubSpot list.

**Settings**

| Setting              | Required | What it controls                                                   |
| -------------------- | -------- | ------------------------------------------------------------------ |
| HubSpot list         | Yes      | The HubSpot list to import companies from.                         |
| Enrich from LinkedIn | No       | Matches and enriches each imported company with its LinkedIn page. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected HubSpot account.

<h2 id="import-leads-from-hubspot-search">
  Import contacts from Hubspot search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-hubspot-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=a58ee832d8a512172a5585da953a3904" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-hubspot-search.svg" />

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**

| Setting              | Required | What it controls                                                        |
| -------------------- | -------- | ----------------------------------------------------------------------- |
| Filters              | Yes      | The HubSpot contact properties to match on.                             |
| Max contacts         | No       | Caps how many contacts are imported.                                    |
| Enrich from LinkedIn | No       | Matches and enriches each imported contact with their LinkedIn profile. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected HubSpot account.

<h2 id="import-companies-from-hubspot-search">
  Import companies from Hubspot search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-hubspot-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=d75f9c004dec6a764cc9a37ad3eb73e6" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-hubspot-search.svg" />

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**

| Setting              | Required | What it controls                                                   |
| -------------------- | -------- | ------------------------------------------------------------------ |
| Filters              | No       | The HubSpot company properties to match on.                        |
| Enrich from LinkedIn | No       | Matches and enriches each imported company with its LinkedIn page. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected HubSpot account.

<h2 id="import-companies-from-dynamics-list">
  Import companies from Dynamics list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-dynamics-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=59eec74aafdd5f1287afdfb421d11763" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-dynamics-list.svg" />

Imports every company in a Microsoft Dynamics view. Use it when your target accounts already live in a saved Dynamics view.

**Settings**

| Setting       | Required | What it controls                                      |
| ------------- | -------- | ----------------------------------------------------- |
| Dynamics view | Yes      | The Microsoft Dynamics view to import companies from. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Microsoft Dynamics account.

<h2 id="import-leads-from-dynamics-list">
  Import contacts from Dynamics list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-dynamics-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=1bcca6eb1fe831b069ca5bf64ee17b4a" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-dynamics-list.svg" />

Imports every contact in a Microsoft Dynamics view. Use it when your target contacts already live in a saved Dynamics view.

**Settings**

| Setting       | Required | What it controls                                     |
| ------------- | -------- | ---------------------------------------------------- |
| Dynamics view | Yes      | The Microsoft Dynamics view to import contacts from. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Microsoft Dynamics account.

<h2 id="import-companies-from-salesforce-list">
  Import companies from Salesforce list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-salesforce-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=667bd42d1d4f4a077e8172e3cd010384" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-salesforce-list.svg" />

Imports every company in a Salesforce list view. Use it when your target accounts are already grouped into a Salesforce list view.

**Settings**

| Setting              | Required | What it controls                                   |
| -------------------- | -------- | -------------------------------------------------- |
| Salesforce list view | Yes      | The Salesforce list view to import companies from. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Salesforce account.

<h2 id="import-leads-from-salesforce-list">
  Import contacts from Salesforce list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-salesforce-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=a154ed1d78988893ca4c53732bfae627" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-salesforce-list.svg" />

Imports every contact in a Salesforce list view. Use it when your target contacts are already grouped into a Salesforce list view.

**Settings**

| Setting              | Required | What it controls                                  |
| -------------------- | -------- | ------------------------------------------------- |
| Salesforce list view | Yes      | The Salesforce list view to import contacts from. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Salesforce account.

<h2 id="import-leads-from-salesforce-report">
  Import contacts from Salesforce Report
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-salesforce-report.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=4a3cfea747562903270a3d541445bd7b" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-salesforce-report.svg" />

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**

| Setting           | Required | What it controls                             |
| ----------------- | -------- | -------------------------------------------- |
| Salesforce report | Yes      | The Salesforce report to pull contacts from. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Salesforce account.

<h2 id="import-companies-from-zoho-list">
  Import companies from Zoho list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-zoho-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=7ce60f97d57c8f50850159396a7bc12d" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-zoho-list.svg" />

Imports every company in a Zoho view. Use it when your target accounts already live in a saved Zoho view.

**Settings**

| Setting   | Required | What it controls                        |
| --------- | -------- | --------------------------------------- |
| Zoho view | Yes      | The Zoho view to import companies from. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Zoho account.

<h2 id="import-leads-from-zoho-list">
  Import contacts from Zoho list
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-zoho-list.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=460ee92e154b3f852a5e15a74d80035d" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-zoho-list.svg" />

Imports every contact in a Zoho view. Use it when your target contacts already live in a saved Zoho view.

**Settings**

| Setting   | Required | What it controls                       |
| --------- | -------- | -------------------------------------- |
| Zoho view | Yes      | The Zoho view to import contacts from. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Zoho account.

<h2 id="import-leads-from-dynamics-search">
  Import contacts from Dynamics search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-dynamics-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=494e6b774598cc176f7739240ba84b6a" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-dynamics-search.svg" />

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**

| Setting | Required | What it controls                                    |
| ------- | -------- | --------------------------------------------------- |
| Filters | Yes      | The Microsoft Dynamics fields to match contacts on. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Microsoft Dynamics account.

<h2 id="import-leads-from-salesforce-search">
  Import contacts from Salesforce search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-salesforce-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=1e80e3e4f0cca3ffbd6174daa8851d3e" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-salesforce-search.svg" />

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**

| Setting | Required | What it controls                            |
| ------- | -------- | ------------------------------------------- |
| Filters | Yes      | The Salesforce fields to match contacts on. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Salesforce account.

<h2 id="import-companies-from-dynamics-search">
  Import companies from Dynamics search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-dynamics-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=3f7c682a8721854797d00792ca321d95" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-dynamics-search.svg" />

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**

| Setting | Required | What it controls                                     |
| ------- | -------- | ---------------------------------------------------- |
| Filters | Yes      | The Microsoft Dynamics fields to match companies on. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Microsoft Dynamics account.

<h2 id="import-companies-from-salesforce-search">
  Import companies from Salesforce search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-salesforce-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=2f6b059fb4196d6921e171e53d488c4c" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-salesforce-search.svg" />

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**

| Setting | Required | What it controls                             |
| ------- | -------- | -------------------------------------------- |
| Filters | No       | The Salesforce fields to match companies on. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Salesforce account.

<h2 id="import-leads-from-attio-search">
  Import contacts from Attio search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-attio-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=5b123c27989aa97adb1a294e89c96c1f" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-attio-search.svg" />

Pulls contacts straight out of Attio by matching filters. Use it for contact segments that only exist as a live Attio filter.

**Settings**

| Setting | Required | What it controls                       |
| ------- | -------- | -------------------------------------- |
| Filters | Yes      | The Attio fields to match contacts on. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Attio account.

<h2 id="import-leads-from-zoho-search">
  Import contacts from Zoho search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-zoho-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=c77373dcbf1fff27a2d7cea33ff14d32" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-zoho-search.svg" />

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**

| Setting | Required | What it controls                      |
| ------- | -------- | ------------------------------------- |
| Filters | Yes      | The Zoho fields to match contacts on. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Zoho account.

<h2 id="import-leads-from-crm">
  Import contacts from CRM
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-crm.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=70b66c6ba85bbf4b389741a8a0000b56" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-crm.svg" />

Imports contacts from your connected generic CRM integration (currently Pipedrive). Use it to pull a Pipedrive list or a saved Pipedrive search into the workflow.

**Settings**

| Setting | Required | What it controls                                                                      |
| ------- | -------- | ------------------------------------------------------------------------------------- |
| CRM     | Yes      | Which connected CRM to import from (currently only Pipedrive).                        |
| Source  | Yes      | Whether to pull a saved Pipedrive list or run a live Pipedrive search, and which one. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected Pipedrive account.

<h2 id="import-companies-from-crm">
  Import companies from CRM
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-crm.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=fd657423ba9038248d8289053020060b" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-crm.svg" />

Imports companies from your connected generic CRM integration (currently Pipedrive). Use it to pull a Pipedrive list or a saved Pipedrive search into the workflow.

**Settings**

| Setting | Required | What it controls                                                                      |
| ------- | -------- | ------------------------------------------------------------------------------------- |
| CRM     | Yes      | Which connected CRM to import from (currently only Pipedrive).                        |
| Source  | Yes      | Whether to pull a saved Pipedrive list or run a live Pipedrive search, and which one. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Pipedrive account.

<h2 id="import-leads-from-tribecrm-search">
  Import contacts from TribeCRM search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-leads-from-tribecrm-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=2e5beb9dda7276df400a42d304f2c4f7" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-leads-from-tribecrm-search.svg" />

Pulls contacts straight out of TribeCRM by matching filters. Use it for contact segments that only exist as a live TribeCRM filter.

**Settings**

| Setting | Required | What it controls                          |
| ------- | -------- | ----------------------------------------- |
| Filters | Yes      | The TribeCRM fields to match contacts on. |

**Output**: the imported contacts, ready for enrichment or actions.

**Requirements**: Requires a connected TribeCRM account.

<h2 id="import-companies-from-tribecrm-search">
  Import companies from TribeCRM search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-tribecrm-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=237058f163f9eec43d6e3944d68815b2" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-tribecrm-search.svg" />

Pulls companies straight out of TribeCRM by matching filters. Use it for account segments that only exist as a live TribeCRM filter.

**Settings**

| Setting | Required | What it controls                           |
| ------- | -------- | ------------------------------------------ |
| Filters | Yes      | The TribeCRM fields to match companies on. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected TribeCRM account.

<h2 id="import-companies-from-attio-search">
  Import companies from Attio search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-attio-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=1b31fc4f5fabedfe4189e90bce61a2d3" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-attio-search.svg" />

Pulls companies straight out of Attio by matching filters. Use it for account segments that only exist as a live Attio filter.

**Settings**

| Setting | Required | What it controls                        |
| ------- | -------- | --------------------------------------- |
| Filters | Yes      | The Attio fields to match companies on. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Attio account.

<h2 id="import-companies-from-zoho-search">
  Import companies from Zoho search
</h2>

<img src="https://mintcdn.com/genesyai/spdphGKAygQftEq3/images/workflows/blocks/import-companies-from-zoho-search.svg?fit=max&auto=format&n=spdphGKAygQftEq3&q=85&s=60b792cd03c297e2d32465d1e327c220" alt="" width="260" height="96" noZoom data-path="images/workflows/blocks/import-companies-from-zoho-search.svg" />

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**

| Setting | Required | What it controls                       |
| ------- | -------- | -------------------------------------- |
| Filters | Yes      | The Zoho fields to match companies on. |

**Output**: the imported companies, ready for enrichment or actions.

**Requirements**: Requires a connected Zoho account.