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Sync leads to CRM

23 tools demoed performing this task — top clips for each.

Clay9Pipedrive37Apollo6ZoomInfo2Close CRM24Instantly3Smartlead5Waalaxy4HeyReach1Dripify3Lusha5Reply.io1Expandi1Hunter1Lead Loft2ConnectAndSell1NeverBounce1Cognism1Snov.io4Orum1Outreach4Salesloft13GoHighLevel1

Clay

  1. 25:072:25Exporting enriched leads to SmartleadShows the final step of the workflow: pushing the validated and enriched lead data from a Clay table into a cold email sequencing tool.@matthewlucero
  2. 34:182:27Exporting leads to InstantlyShows the process of mapping Clay columns to Instantly.ai fields to push enriched leads directly into a cold email campaign.Xavier Caffrey GTM
  3. 4:032:37Importing and cleaning leads in ClayThe video shows the process of uploading the exported Apollo CSV into Clay to organize and clean the lead data for outreach campaigns.@matthewlucero
  4. Watch 9 Clay demos →

Pipedrive

  1. 3:172:03Pipedrive Personal Preferences and API SetupThomas demonstrates how to configure personal settings in Pipedrive, including currency, language, and locating the API token for third-party integrations.@davame01
  2. 37:083:00Importing Leads from SpreadsheetsA demonstration of importing lead data via CSV, mapping spreadsheet columns to Pipedrive fields, and handling duplicate records during the import process.@davame01
  3. 51:413:38Configuring Custom Fields and Mandatory DataDemonstration of adding custom data fields to deals and setting them as 'required' to ensure sales reps enter critical data before winning a deal.@davame01
  4. Watch 37 Pipedrive demos →

Apollo

  1. 9:581:04Exporting leads from ApolloShows how to select contacts and export them from the Apollo database using export credits.@charliebarberbiz
  2. 8:291:37Exporting leads and CRM integrationDemonstrates how to export leads from Apollo to external tools like Instantly or sync them directly to CRMs like Pipedrive.Prospeo
  3. 7:571:27CRM Integration and AnalyticsThe demo shows how to integrate Apollo with CRMs like Salesforce and view sales development analytics.@SaaSReport
  4. Watch 6 Apollo demos →

ZoomInfo

  1. 6:390:41Automating Lead Workflows to HubSpotShows how to set up an automated workflow that triggers when a company visits a website, automatically finds contacts, and imports them into HubSpot for sequencing.@Sales_Feed
  2. 2:381:10Filter by CRM account statusDemonstration of using the CRM filter to exclude existing customers or active opportunities from a new prospect list.@ZoomInformation

Close CRM

  1. 3:242:51Lead and Contact Hierarchy in CloseDemonstrates the lead and contact structure, showing how to organize company information, email addresses, and custom fields within a lead profile.@CloseDr
  2. 7:322:09Configuring Custom Lead Fields and ActivitiesDemonstrates how to build custom fields and activity types to track specific lead data like organic source and contact outcomes.@CloseDr
  3. 11:292:32Navigating Lead Profiles and Activity HistoryShows the lead profile view in Close, including contact information, historical activity logs, and opportunity status.@CloseDr
  4. Watch 24 Close CRM demos →

Instantly

  1. 14:321:12Exporting leads from Clay to InstantlyDemonstrates the native integration to push enriched leads and custom variables directly from a Clay table into an Instantly email campaign.@OskarMoen
  2. 0:570:46Managing lead communications in Instantly CRMThe demo shows the CRM interface where users can view unified logs of emails, calls, and SMS for specific contacts, including company descriptions and pain points.@InstantlyAI
  3. 2:470:44Lead notes and status updatesDemonstrates adding internal notes to a lead's history and updating their status to 'Interested' within the CRM view.@InstantlyAI

Smartlead

  1. 12:541:58Setting up Slack notifications and WebhooksDemonstrates how to integrate Smartlead with Slack using webhooks to receive real-time notifications for lead replies.@JeremyDixonCold
  2. 5:233:44Connecting Smartlead Webhooks to Make.comA walkthrough of generating a webhook URL in Make.com and pasting it into the Smartlead campaign settings to trigger automations based on lead replies.@automationhelpers
  3. 1:10:373:12Managing Leads in the Smartlead Master InboxDemonstration of the Master Inbox feature to manage replies, categorize leads, and update lead information directly within the platform.@felipefuhr_
  4. Watch 5 Smartlead demos →

Waalaxy

  1. 4:230:11Import LinkedIn URLs via CSVWalks through the 'Import via CSV' feature inside the Waalaxy dashboard to upload a list of LinkedIn profile URLs.@waalaxy
  2. 38:131:25CRM Integration and WebhooksCovers native integrations with HubSpot and Pipedrive, as well as setting up webhooks via Make/Zapier for 'Action on Reply' events.@waalaxy
  3. 45:513:02Waalaxy Inbox and CRM SyncDemonstrates the new Waalaxy inbox interface and how to filter conversations and sync lead data to external CRMs via Zapier.@waalaxy
  4. Watch 4 Waalaxy demos →

HeyReach

  1. 22:031:18Integrating HeyReach with HubSpot and CRMsShows how to set up native integrations and webhooks to sync lead activity and replies to CRMs like HubSpot.@Tim-Yakubson

Dripify

  1. 3:281:42Filtering and Exporting Leads to CSVHow to use keyword filters to segment leads and export the data to a CSV file for external use.@dripify-app
  2. 0:453:44Connect Dripify to Make.com via WebhooksThe video demonstrates how to set up a webhook in Dripify, copy the URL to Make.com, and map LinkedIn lead data fields like name and organization.@dripify-app
  3. 8:174:05Syncing Dripify data via ZapierShows how to use webhooks and Zapier to push lead information (name, company, country) from Dripify into a Google Spreadsheet or CRM.@MarkColgan

Lusha

  1. 2:591:12Exporting Lusha contacts to Outreach and BullhornThe video shows the process of selecting contacts and exporting them to external platforms like Outreach and Bullhorn.@AnswerASAP
  2. 4:570:52Export Lusha leads to CRMShows the process of selecting leads from a search and exporting them directly to a CRM like HubSpot or Salesforce.Prospeo
  3. 5:132:09Saving and exporting leads from LushaThe user demonstrates saving selected leads to a folder and using the export settings to download the data as a CSV file.@sampathvuchuru
  4. Watch 5 Lusha demos →

Reply.io

  1. 8:352:36Analyzing outreach performance and reportingDetailed view of the reporting dashboard, tracking meetings booked, sequence efficiency, and team performance metrics.@ReplyappIopage

Expandi

  1. 15:443:01Upload lead CSV to Expandi campaignDemonstrates uploading a CSV file of leads into Expandi, mapping columns, and assigning them to a specific campaign.@VincentRobinB2B

Hunter

  1. 5:240:35Managing saved leads in HunterA walkthrough of the Leads section where previously saved prospects are stored and can be exported or added to campaigns.@SimplyAnswers

Lead Loft

  1. 2:570:45Pipeline management and lead trackingWalks through the CRM pipeline view, showing how to filter deals by status and owner to manage follow-ups.@leadloft
  2. 3:371:03Managing prospect pipelines in LeadLoftA walkthrough of the LeadLoft pipeline view showing how to track prospect status, view contact information, and manage outreach steps.@leadloft

ConnectAndSell

  1. 2:190:42Call disposition and CRM syncingShows how the AI assistant 'Cassie' provides call summaries and how the user selects a call outcome and follow-up date to sync back to the CRM.@ConnectAndSell

NeverBounce

  1. 1:311:28Connect NeverBounce to HubSpot CRMThe video demonstrates how to navigate the dashboard to connect NeverBounce with HubSpot to automatically sync and verify contact lists.@HowToHippopotamus

Cognism

  1. 3:141:55Pushing Cognism Leads to HubSpotShows the process of saving contacts and pushing them directly into HubSpot from the Cognism interface.@BusinessSolution-org

Snov.io

  1. 16:381:08Managing sales pipelines and CRM integrationsShows the built-in CRM features and how to integrate Snov.io with other applications to sync lead data.@softwarescope
  2. 3:541:50Pushing enriched leads from Clay to Snov.io listsA walkthrough of mapping data columns from Clay to Snov.io to automatically populate prospect lists for outreach.@Snovio
  3. 2:142:24Importing lead lists with custom variables in Snov.ioA walkthrough of uploading a CSV file to Snov.io, mapping columns for website URLs to be used as dynamic video backgrounds.@sendspark
  4. Watch 4 Snov.io demos →

Orum

  1. 0:482:19Connect Orum to HubSpot and Map Call OutcomesShows how to integrate Orum via the HubSpot Marketplace and configure call outcomes and dispositions to sync back to the CRM.@Orum

Outreach

  1. 11:031:16Updating CRM opportunities with AI suggested responsesDemonstrates the opportunity grid where KAIA suggests responses for sales methodologies (like MEDPICC) based on call transcripts to update CRM fields automatically.@OutreachYouTube
  2. 7:391:27Pipeline Forecasting and CRM UpdatesDemonstrates the forecasting suite where AI flags deal health and recommends CRM updates (like identifying an economic buyer) based on deal activity.@OutreachYouTube
  3. 4:040:56Managing Technical Risks and Opportunity NotesA walkthrough of the opportunity management screen where users can inline edit SC notes and view AI-flagged technical risks (e.g., Outlook connection issues) to keep leadership updated.@OutreachYouTube
  4. Watch 4 Outreach demos →

Salesloft

  1. 0:561:09Configure CRM-only import settingsThe demo shows how to navigate to general settings and restrict lead imports to the CRM only to prevent manual data entry errors.@Salesloft
  2. 2:021:35Disable 'Create People when Lofting' in custom rolesShows how to create or edit a custom role to toggle off the permission that creates new records in Salesloft when sending emails if they don't exist in the CRM.@Salesloft
  3. 3:331:00Identify and fix CRM sync errorsDemonstrates how to use the notifications bell and sync tab to find 'standalone' records that are failing to sync to the CRM and how to retry those activities.@Salesloft
  4. Watch 13 Salesloft demos →

GoHighLevel

  1. 1:20:081:58Embed Review Widgets on a WebsiteShows how to generate and customize a carousel widget to display live Google reviews on a business website using GoHighLevel's reputation tools.@ericbaykes
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