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By connecting your CRM with Artisan, you can build campaigns from records you already own and log your outreach data back to your CRM. Artisan currently supports integrations with HubSpot and Salesforce.

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What you can do with a connected CRM

When you connect HubSpot or Salesforce, Artisan imports your people, companies, and deals from your CRM (Deal import is optional for Salesforce). On large accounts, the first import can take a while, since it pulls in all your records before it’s ready to use. As it imports, Artisan removes duplicate records, so connecting won’t create duplicates on the Artisan side even if your CRM has messy data. Once your records are in, you can target them in campaigns, build a campaign from a CRM list, and send each lead’s outreach from their CRM owner, who Artisan matches to your team when you connect. As you run outreach, Artisan logs emails, calls, meetings, and notes to the matching record in your CRM, and updates people based on your export settings.

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How your CRM records map in Artisan

Artisan works with three record types: people, companies, and deals. Each one maps to a record type in your CRM. In HubSpot, Artisan’s people map to contacts, companies map to companies, and deals map to deals. In Salesforce, Artisan’s people map to either leads or contacts, companies map to accounts, and deals map to opportunities.
Salesforce treats leads and contacts differently, and that affects how your people are exported. A lead is a standalone record that isn’t linked to an account. A contact is linked to an account and generally sits further along in your pipeline.
When Artisan exports people to Salesforce, you choose whether they go in as leads or as contacts. Learn more about how to connect HubSpot or Salesforce

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Current limitations

There are a few things the CRM integrations don’t support yet.
  • Custom Salesforce objects aren’t supported.
  • Salesforce campaigns aren’t supported.
  • Salesforce reports can’t be imported yet.
If you’re moving from the V1 Salesforce package to V2, you have to uninstall V1 first.

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Disconnecting your CRM

You can disconnect your CRM anytime from Settings, under Integrations. When you disconnect, Artisan deletes the records it imported from your CRM. Any records you’re also using in other Artisan lists (for example, a Prospector list) stay, and only their membership in the lists that came from your CRM is removed. Cleanup takes a little time, and you can’t reconnect the same CRM until it finishes.

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Frequently asked questions

You need to be a super admin in HubSpot. For Salesforce, you need to be a system administrator or a user with Modify All Data permission.
Artisan checks for Modify All Data on the user’s Salesforce profile. If that permission is granted through a permission set rather than the profile itself, the check won’t see it. Connect with a user whose profile includes Modify All Data (such as System Administrator), or reach out to support if you need to connect using permission-set-based access.
No. Connecting and importing your CRM data doesn’t change anything in your CRM. Artisan only writes back to your CRM as you run outreach, and you control what gets written back when you set up the integration.
No. Artisan removes duplicate records as it imports.
No. Only one CRM can be connected at a time. To switch from one to the other, disconnect the current CRM first, then connect the new one.