Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different. See the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: In a lead list, Actions (⌘A) → Export → Export to CRM pushes leads to HubSpot or Salesforce, and Send to Sequencer adds them to a Lemlist campaign. Each creates an action column with per-row status, retries, Only run if conditions and an Auto-update switch for new leads. Free in the web app (0.2 credits per lead only through the API or MCP). Pro and Enterprise.
Export to CRM and Send to Sequencer
The Export tab of a lead list's Actions drawer has two actions that send rows somewhere else instead of adding data to them:
| Action | Destination | Sub-actions |
|---|---|---|
| Export to CRM ("Send leads to your connected CRM.") | HubSpot or Salesforce | Salesforce: Create Contact, Update Contact, Create Lead, Update Lead. HubSpot: Create Contact, Update Contact |
| Send to Sequencer ("Add leads to email sequences and outreach campaigns.") | Lemlist | Add Lead to Campaign, Update Lead |
Each run adds an action column to the list. The column shows what happened to every row and can keep running on new leads.
Before you start
- Connect HubSpot, Salesforce or Lemlist on Integrations. See HubSpot and Salesforce or the Lemlist section of the Integrations overview.
- You need Pro or Enterprise (or the Pro trial). AppSumo customers need tier 5 or above.
Export to CRM
Open the Export tab
Go to Lead Lists, open a list, click Actions (or press ⌘A) and open the Export tab. Click Export to CRM.
Select the CRM
Under Select CRM, pick HubSpot or Salesforce. If only one CRM is connected, it is already selected.
Pick an action
Choose Create Contact, Update Contact, Create Lead or Update Lead (Leads are Salesforce only).
Map the fields
Under Inputs, match your list's columns to CRM fields and choose how each field is written (Fill if empty, Update if different, Always overwrite or Don't sync). Map at least one column.
Set Run settings (optional)
Turn on Auto-update and add Only run if conditions. See Run settings.
Run it
Click Export to HubSpot (or Export to Salesforce). The button's menu lets you choose how many rows to run on, run on every row not yet processed, re-run all rows, or Save settings only.
How records are matched: Export to CRM uses the same rules as automatic CRM sync. Cleanlist looks for an existing record by Cleanlist ID, then Email, then LinkedIn URL, then Name + Company. If it finds one, it updates it under your write modes and record protection; if not, it creates one. Create and Update actions both follow this match-first logic. See the General tab of CRM settings.
Send to Sequencer (Lemlist)
Open the Export tab
In a lead list, click Actions (or press ⌘A), open Export and click Send to Sequencer.
Select the sequencer
Under Select Sequencer, Lemlist is the only option.
Pick an action
Add Lead to Campaign adds leads to a Lemlist campaign. Update Lead updates leads already in a campaign.
Choose the campaign and map fields
Pick the campaign from Select a campaign... (the list is loaded from your Lemlist account; create a campaign in Lemlist first if none appear). Map your list's columns to Lemlist fields; map at least one.
Run it
Set Run settings if you need them, then click Send to Lemlist.
If campaigns fail to load, the Lemlist connection may need to be set up again: remove Lemlist on Integrations and link it with a fresh API key.
Send to Sequencer is separate from Cleanlist's own Sequences, which you build and launch from the Sequences page.
Run settings
Both actions have a Run settings section:
- Auto-update: "Automatically run on new leads added to this list." When on, the action runs on new leads as they arrive (from a CSV import, a CRM sync or manual entry), so every new lead reaches your CRM or campaign without a manual step.
- Only run if: add conditions (Add Condition, Add group, match all or any) so the action only runs on matching leads. With no conditions, it shows "No conditions set - will run on all matching leads". Rows that don't match are skipped and nothing is sent for them.
The action column
Every Export to CRM or Send to Sequencer run creates a column named after the action. Each cell shows that row's status:
| Status | Meaning |
|---|---|
| Pending | Queued |
| Running | Being sent now |
| Success | Sent. The cell shows Done, linking to the CRM record when there is one |
| Failed | The CRM or Lemlist refused the write. Hover to see the error |
| Skipped | Nothing was written, for example the row didn't meet your conditions, or the record is protected or had no fields to write |
An empty cell shows the column name as a button you can click to run that one row.
- Click a cell to see the row's status, a link to the CRM record, any error, the values sent, the action's configuration and field mappings, and a Retry (failed rows) or Re-run button.
- Click the column header to open the action's settings: change Inputs and Run settings, click Retry failed to resend only failed rows, or click Save & Run.
- Use the header menu to rename, hide or delete the column. Deleting the column doesn't change anything already written to your CRM or Lemlist.
Other ways to push to your CRM
Export to CRM is one of three ways to write leads to HubSpot or Salesforce. You can also turn on automatic sync in CRM settings → General, or sync a whole list from the CRM status column at the top of the list. All three use the same matching and write rules. See Push leads to your CRM.
Plans and costs
| Plans | Pro, Enterprise and the Pro trial. AppSumo tiers 5 to 7. Not on Starter or Free. |
| Credits in the web app | None for Export to CRM or Send to Sequencer |
| Credits through the public API or MCP | 0.2 per lead to sync to a CRM or Lemlist |
| CRM limit | Writes count toward your organization's 500,000 CRM API calls per day |
A common setup
| Step | Where | What it does |
|---|---|---|
| 1 | Actions → Enrich | Find work emails and phones (Actions drawer) |
| 2 | Actions → Export → Export to CRM | Only run if Primary Email Is not empty, with Auto-update on |
Every new lead that lands in the list with an email is then written to your CRM automatically. To score leads before they reach your CRM, add a Qualification skill and review the results before you export.