đź‘‹ Greetings from the Cleanlist.ai team. This knowldge base will cover everything required to start!
Features
CRM Integrations

CRM Integrations

Cleanlist.ai integrates seamlessly with popular CRM platforms, allowing you to automatically sync and enrich your leads without manual exports and imports.

Supported Integrations

HubSpot

Connect your HubSpot account to:

  • Auto-sync contacts: Automatically pull contacts from HubSpot
  • Two-way sync: Push enriched data back to HubSpot
  • Field mapping: Map Cleanlist fields to HubSpot properties
  • Automatic enrichment: Set up workflows to enrich new contacts

Setup Guide: Visit the Integrations page in the portal and click "Connect HubSpot"

Salesforce

Connect your Salesforce instance to:

  • Lead and contact sync: Sync both leads and contacts
  • Custom field mapping: Map to standard or custom fields
  • Automatic updates: Update Salesforce records with enriched data
  • Campaign integration: Enrich campaign members

Setup Guide: Visit the Integrations page in the portal and click "Connect Salesforce"

More Integrations Coming Soon

We're actively building integrations for:

  • Pipedrive
  • Zoho CRM
  • Microsoft Dynamics
  • Close.com
  • Custom API integrations

How Integrations Work

1. Connect Your CRM

  1. Navigate to Integrations in the portal
  2. Click Connect on your CRM
  3. Authorize Cleanlist to access your CRM
  4. Configure field mappings

2. Configure Sync Settings

Sync Direction:

  • One-way (CRM → Cleanlist): Import contacts for enrichment
  • Two-way: Import and push enriched data back
  • Manual sync: Control when syncs happen
  • Automatic sync: Set up scheduled syncs

Field Mapping:

  • Map standard fields (name, email, company)
  • Map custom fields from your CRM
  • Set default values for unmapped fields
  • Configure conflict resolution

3. Set Up Enrichment Workflows

Automatic Enrichment:

  • Enrich new contacts automatically when synced
  • Set enrichment preferences (email, phone, or both)
  • Define which lead lists to add enriched contacts to

Manual Enrichment:

  • Review synced contacts before enriching
  • Select specific contacts to enrich
  • Bulk enrich by segments or tags

4. Sync Enriched Data Back

  • Enriched data automatically syncs back to your CRM
  • Configure update frequency (real-time or scheduled)
  • Set field update permissions
  • Handle duplicate detection

Integration Features

Smart Sync

  • Incremental syncs: Only sync new or updated records
  • Conflict resolution: Handle records changed in both systems
  • Error handling: Automatic retry for failed syncs
  • Sync logs: Detailed logs of all sync operations

Webhook Support

Set up webhooks to trigger enrichment:

  • New contact created in CRM → Auto-enrich in Cleanlist
  • Contact updated → Re-enrich with latest data
  • Contact added to campaign → Enrich and update

API Access

For custom integrations:

  • RESTful API with full enrichment capabilities
  • Webhook endpoints for real-time updates
  • Batch processing API for large datasets
  • Detailed API documentation available

Security & Permissions

OAuth Authentication

  • Secure OAuth 2.0 authentication
  • No password storage
  • Revokable access tokens
  • Automatic token refresh

Data Privacy

  • GDPR compliant data handling
  • Encrypted data transmission (TLS 1.3)
  • Encrypted data storage
  • Audit logs for all data access

Permission Scopes

Configure granular permissions:

  • Read contacts only
  • Read and write contacts
  • Access specific fields
  • Custom object access (Salesforce)

Best Practices

Optimize Sync Performance

  1. Use incremental syncs: Only sync changed records
  2. Schedule syncs during off-peak hours: Reduce CRM load
  3. Batch large imports: Use bulk API for 1000+ records
  4. Set up filters: Only sync relevant contacts

Data Quality

  1. Clean data before syncing: Remove duplicates in CRM first
  2. Standardize fields: Use consistent formats
  3. Map fields correctly: Ensure proper field types
  4. Set up validation: Validate data before enrichment

Cost Management

  1. Filter wisely: Only enrich contacts you need
  2. Use cached data: Avoid re-enriching recently enriched contacts
  3. Set up approval workflows: Review before bulk enrichment
  4. Monitor credit usage: Track enrichment costs per sync

Troubleshooting

Sync Failures

Common issues:

  • Invalid credentials: Reconnect your CRM
  • Permission errors: Check OAuth scopes
  • Rate limits: Reduce sync frequency
  • Field mapping errors: Verify field types match

Solutions:

  • Check sync logs for detailed error messages
  • Verify CRM permissions
  • Test with small batch first
  • Contact support for persistent issues

Data Not Syncing

Check:

  • Sync is enabled and not paused
  • Field mappings are configured correctly
  • Filters are not too restrictive
  • CRM API limits not exceeded

Duplicate Records

Prevention:

  • Configure duplicate detection rules
  • Use unique identifiers (email, CRM ID)
  • Enable deduplication in sync settings
  • Regular data cleanup in CRM

Learn More

Smart ColumnsBulk Enrichment Guide