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Documentation Index

Fetch the complete documentation index at: https://support.artisan.co/llms.txt

Use this file to discover all available pages before exploring further.

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Use CRM lists as a data source

Use CRM lists when you already have contacts or companies in HubSpot or Salesforce and want to use them in Artisan. After your CRM is connected, you can import CRM lists into Artisan and use them to:
  • Add CRM contacts to campaigns
  • Find people at companies from your CRM
  • Save CRM data as Artisan lists
  • Enrich CRM records before using them in outreach
  • Run cold outbound, warm outbound, cross-sell, or upsell campaigns

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What CRM data can I import?

The CRM data you can import depends on which CRM you have connected.

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HubSpot

From HubSpot, you can import:
  • Contact lists: lists of people you can add to campaigns.
  • Company lists: lists of accounts you can use to find people before adding them to campaigns.
You can learn more here.

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Salesforce

From Salesforce, you can import:
  • Contact or Lead views: lists of people you can add to campaigns.
  • Account or Company views: lists of companies you can use to find people before adding them to campaigns.
You can learn more here.

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Static and dynamic CRM lists

Artisan can use both static and dynamic CRM lists.
  • Static lists are manually maintained in your CRM.
  • Dynamic lists update automatically based on CRM rules or filters.
Artisan continues syncing with your CRM so list changes stay up to date. If someone is added to a static list in your CRM, or qualifies for a dynamic list later, Artisan can sync that change into the connected Artisan list.

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Option 1: Add CRM contacts to a campaign

image.png Use this when your CRM list contains people you want Ava to contact. Examples:
  • Cold contacts your team already has in HubSpot or Salesforce
  • Warm contacts who have engaged with your company before
  • Customers eligible for cross-sell or upsell
  • Event attendees
  • Contacts owned by a specific rep or territory
To import CRM contacts into a campaign:
  1. Open the campaign in Artisan.
  2. Choose Import CRM list.
  3. Select the CRM list you want to use.
CRM contact records should include at least:
  • Email address
  • First name
Artisan uses the email address to identify and enrich the person. First name helps Ava write natural messages.

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Option 2: Use CRM companies lists to find people

Use this when your CRM list contains companies or accounts, not individual people. Company lists cannot be sequenced directly because Ava needs people to contact. To use a CRM company list:
  1. Import the company or account list from your CRM.
  2. Save it as an Artisan list.
  3. Go to Find leads.
  4. Use the company list as your target account list.
  5. Add people filters such as job title, seniority, department, or location.
  6. Save the matching people to a list or add them to a campaign.
For example, you can import a list of target accounts from Salesforce, then find Heads of Sales or VP-level Marketing contacts at those accounts using Artisan’s B2B data.

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Option 3: Save CRM lists and enrich them

You can also save CRM lists as Artisan lists before using them in a campaign. This is useful when you want to:
  • Review the records before outreach
  • Enrich missing data
  • Segment the list further
  • Use the list later in multiple campaigns

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How CRM list syncing works

After a CRM list is imported, Artisan continues checking for updates. If records are added to the CRM list later, Artisan can sync those changes into the connected Artisan list. This applies to both static lists and dynamic lists. This means your Artisan list can stay aligned with the source list in your CRM without manual re-uploading.

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Best practices

  • Use contact lists when you already know the people Ava should contact.
  • Use company or account lists when you know the target accounts but still need to find people.
  • Use dynamic CRM lists when the audience changes often.
  • Make sure contact lists include email address and first name whenever possible.
  • Use company lists with Find leads to build persona-specific audiences at target accounts.
  • Review imported lists before launching high-volume campaigns.

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Frequently asked questions

Can I import CRM contacts directly into a campaign? Yes. If the CRM list contains people, you can import the list and add those contacts to a campaign. Can I import CRM companies directly into a campaign? No. Company or account lists contain companies, not people. Import the companies first, then use Find leads to find the right people at those companies. What fields do CRM contacts need? For best results, each contact should include at least an email address and first name. Can Artisan enrich CRM contacts? Yes. Artisan can use the email address to identify and enrich CRM contacts where possible. Do static CRM lists keep syncing? Yes. If new records are added to a static list in your CRM, Artisan can sync those updates into the imported list. Do dynamic CRM lists keep syncing? Yes. Dynamic lists are useful because they automatically update in your CRM, and Artisan can continue syncing those changes. Can I use CRM lists for cross-sell or upsell campaigns? Yes. You can import customer or opportunity-based CRM lists and use them for cross-sell, upsell, or warm outbound campaigns. Can I use CRM company lists with Find leads? Yes. Import the company list, then use Find leads to find people at those companies by job title, seniority, department, location, or other filters.