Gone are the days of having to go to your CRM, find a list, download it via CSV and upload it for enrichment. In this article, we'll go through step by step, exactly how you can successfully get that contact list from your CRM into Wiza.
First off, you'll want to make sure that this is enabled under your account. You can find out by simply going to 'Create List', under the 'Lists' page in your Wiza account. If you don't see CRM integration on the far right, as shown in the screenshot below, you can request access via live chat support or contact hello@wiza.com for more info.
Log Into Your Account and Access the Lists Page
To start, make sure you're logged into your account and navigate to the 'Lists' page in your account.
Create a New List
Once that's done, head to the purple 'Create List' button shown in the screenshot here.
Enable and Select Your CRM Integration
If the CRM Integration is enabled—as mentioned earlier in this article—you’ll see the option appear as shown below. You can then press 'Select CRM'.
Choose Your Connected CRM
You’ll then see a list of available CRM options to choose from. If you’re already connected, you’ll see an ‘Add Contacts >’ button—just like the HubSpot example shown in the screenshot.
Start a Scan and Select Your Contact List
You’ll then be taken to a ‘Start a Scan’ page. Click on the connected CRM you’d like to pull contact lists from, and once selected, all available lists will populate in the centre of the screen.
You can then search for a list by name, select all or scroll and select the desired list you wish to import. You'll then hit 'Next >'
Customize List Settings and Launch
From here, the process should feel familiar if you’ve exported lists before: select your output, name your list, choose the accepted email types, and indicate whether phone numbers are required. Be sure to leave ‘Skip duplicates’ enabled to avoid being charged for contacts you already have—then launch your list!
Next Steps After Export
From there, you’re free to take the next step—download the CSV, import it back into your CRM, add the contacts to Monitor—whatever suits your workflow!
If you have any questions or feedback, please contact our live chat support or hello@wiza.com