How to Integrate Cleanlist with Your Sales and Marketing Stack

Your enrichment tool is only as good as its integrations. The best data in the world means nothing if it sits in a dashboard instead of flowing into the tools your team uses every day.

Cleanlist is built to plug into your existing stack. CRM, outreach, automation, data warehouse - the enriched records go where they need to go without manual exports or copy-pasting.

Here is how to connect everything.

What Cleanlist Integrates With

Cleanlist supports native integrations, CSV workflows, and API connections across four categories.

Native integrations sync data automatically. CSV and Zapier connections work for tools without a direct connector. The API handles everything else.

Setting Up HubSpot Integration

HubSpot is the most popular CRM connection. The setup takes five minutes.

Step 1: Authorize the connection

Navigate to Settings in your Cleanlist dashboard. Click Integrations, then Connect HubSpot. You will be redirected to HubSpot's OAuth flow. Grant Cleanlist access to contacts, companies, and deals.

Step 2: Configure field mapping

Cleanlist maps standard fields automatically. Review the mapping screen to confirm:

For custom properties like confidence score or enrichment source, create the property in HubSpot first, then map it in Cleanlist.

Step 3: Set enrichment triggers

Choose when Cleanlist should enrich records:

• On contact creation - enrich every new contact automatically
• On list membership - enrich when a contact enters a specific list or workflow
• Manual trigger - enrich on demand from the Cleanlist dashboard

Step 4: Enable bi-directional sync

Turn on write-back so enriched data flows back to HubSpot automatically. New fields populate within 60 seconds of enrichment completing.

For ongoing CRM data hygiene, schedule a monthly re-enrichment of contacts with missing fields. Cleanlist only fills gaps - it does not overwrite existing valid data.

Setting Up Salesforce Integration

Salesforce integration uses a managed package for deeper CRM access.

Step 1: Install the managed package

From Cleanlist, go to Settings, then Integrations, then Salesforce. Click Install Package. You will be redirected to Salesforce AppExchange. Install for all users or specific profiles.

Step 2: Authenticate and configure

Back in Cleanlist, complete the OAuth flow. Then configure:

• Object mapping - map Cleanlist records to Leads, Contacts, or both
• Field mapping - map enriched fields to standard or custom Salesforce fields
• Duplicate rules - decide how to handle existing records (update, skip, or merge)

Step 3: Create automation flows

Use Salesforce Flow Builder or Process Builder to trigger enrichment:

• New Lead Created - auto-enrich inbound leads within seconds
• Lead Status Change - re-enrich when a lead moves to "Qualified"
• Scheduled batch - weekly enrichment of records with missing data

Step 4: Verify and monitor

Check the Cleanlist Sync Log in Salesforce to monitor enrichment activity. The log shows records processed, fields updated, and any errors.

For enterprise Salesforce deployments, contact Cleanlist support for custom field mapping assistance.

Setting Up Pipedrive Integration

Pipedrive connects natively with a simple OAuth flow.

Step 1: Connect your account

In Cleanlist, navigate to Settings, Integrations, then Pipedrive. Authorize access. Cleanlist requests permission to read and write person and organization records.

Step 2: Map fields

Pipedrive uses flexible custom fields. Map Cleanlist output to your existing fields or create new ones:

• Work email to Email field
• Direct dial to Phone field
• Company data to linked Organization
• Job title, industry, and employee count to custom fields

Step 3: Configure triggers

Set enrichment to run when new persons are added to Pipedrive, or run batch enrichment on existing records with gaps.

The Pipedrive integration supports the same enrichment types as other CRMs. Use partial enrichment for email-only workflows. Use full enrichment when you need phone numbers for multi-channel outreach.

Connecting Outreach Tools

Outreach, Salesloft, Instantly, and Lemlist do not have native Cleanlist integrations yet. Use these two methods to connect them.

Method 1: CSV export and import

The fastest approach for one-time campaigns:

1. Enrich your list in Cleanlist
2. Export the enriched CSV with verified emails and phone numbers
3. Import the CSV into your outreach tool
4. Map fields and add contacts to sequences

This works for any tool that accepts CSV imports.

Method 2: Zapier or Make automation

For ongoing workflows, connect Cleanlist to your outreach tool via Zapier:

Example Zap: Cleanlist to Instantly

• Trigger: Cleanlist - Enrichment Job Completed
• Filter: Only records with verified email status
• Action: Instantly - Add Contact to Campaign

This runs automatically every time you complete an enrichment job. No manual exports needed.

For high-volume workflows, the Cleanlist API offers direct integration with any tool that supports webhooks or REST calls.

CSV Import and Export Workflows

Not every workflow needs a live integration. CSV is still the most flexible data format for moving enriched records between tools.

Importing data to Cleanlist:

1. Export contacts from your CRM, spreadsheet, or lead source
2. Upload the CSV to Cleanlist (drag and drop or API upload)
3. Map columns to Cleanlist fields (auto-detection handles most formats)
4. Run waterfall enrichment on the uploaded records

Exporting enriched data:

1. Select the enrichment job in your dashboard
2. Click Export and choose your format (CSV, XLSX)
3. Filter by verification status if you only want valid records
4. Download and import to your destination tool

For teams processing lists weekly, set up a Zapier automation to export enriched CSVs to Google Drive or Dropbox automatically.

Best Practices for Integration Success

Five rules that keep your integrations running smoothly.

1. Start with a test batch. Run 50-100 records through any new integration before enabling automation. Verify field mapping accuracy and data quality before scaling up.

2. Map confidence scores. Always map Cleanlist's confidence score to a custom CRM field. This lets your team filter and prioritize records based on data quality. Records scoring 90+ are ready for outreach. Records below 70 may need review.

3. Set up deduplication rules. Define how your CRM handles duplicates before enabling automatic sync. Most CRMs can match on email address or company domain. Without rules, you risk creating duplicate records.

4. Monitor credit usage. Automatic enrichment triggers can consume credits faster than expected. Set usage alerts in Cleanlist and review the pricing page to choose the right plan for your volume.

5. Schedule re-enrichment cycles. B2B contact data decays at 30% per year. Schedule quarterly re-enrichment of your CRM to catch job changes, new phone numbers, and updated company data. Cleanlist's Smart Agents can normalize titles and company names during re-enrichment.

Frequently Asked Questions

How long does integration setup take?

HubSpot and Pipedrive connect in under 5 minutes. Salesforce takes 10-15 minutes due to the managed package installation. Zapier automations take 5-10 minutes per workflow.

Can I connect multiple CRMs at once?

Yes. Cleanlist supports simultaneous connections to multiple CRMs. This is common for teams migrating between platforms or managing separate databases for different business units.

What happens if the integration disconnects?

Cleanlist queues enrichment jobs and retries when the connection restores. You receive an email notification if a sync fails. No data is lost during temporary disconnections.

Does enrichment happen in real-time or in batches?

Both. Native CRM integrations support real-time enrichment on record creation. You can also run batch enrichment on existing records. Real-time enrichment typically completes in 5-30 seconds per record.

Your enrichment data belongs in the tools your team uses daily. Connect Cleanlist to your CRM in minutes and start seeing complete, verified records flow into every workflow. Visit the integrations page to see all available connections and get started.