Importing Prospects from a CRM

Currently we support prospect imports from our native integrations with Hubspot and Pipedrive. We'll go over how to import from Hubspot and Pipedrive in this guide. Click below to jump to your CRM:

Additionally you can import prospects from many popular CRMs using Zapier. To see what CRMs you can sync via Zapier, check out this page and search for your CRM.

Note: We don't currently support imports via the native Salesforce integration, but we do plan to add this functionality soon. In the meantime, you can automate those imports using Zapier.

Importing from Hubspot

Before you import, you'll need to be sure you've connected your Hubspot account in the Integrations section.

To import prospects to a new campaign (see below for outlined steps):

  1. Click New Campaign
  2. Before importing, on the Basic step, make sure to click Sync to Apps and select the correct CRM if you'd like Mailshake to sync Mailshake events to your CRM
  3. Click Prospects
  4. Select Import from App
  5. Click the Import from App dropdown to select the CRM you want to import from (Hubspot instances will display the Hubspot logo)
  6. Select the type of data you want to import
    1. Contacts
      1. Select whether to pull contacts from Anyone or a specific account owner
    2. Deals
      1. Select the Pipeline to pull deals from
      2. Select the Stage a deal must be in 
      3. Select whether to pull contacts from Anyone or a specific account owner
    3. Lists 
      1. Select whether to pull contacts from Anyone or a specific account owner
  7. Once you've select the type of data, select whether you'll sync:
    1. One Time to do a one time import
    2. Keep Running in the Background for a continuous sync
  8. Select How far back to look for data
    1. If doing a One Time sync, select the end date to pull data (this will limit data to a specific creation date in the past)
  9. Name your import to make it easy to manage your imports in the future
  10. Click the pink Next button and then map your fields - make sure to review all mappings as this can't be changed after the import is created
  11. Click Create Import

Importing from Pipedrive

Before you import, you'll need to be sure you've connected your Pipedrive account in the Integrations section.

To import prospects to a new campaign (see below for outlined steps):

  1. Click New Campaign
  2. Before importing, on the Basic step, make sure to click Sync to Apps and select the correct CRM if you'd like Mailshake to sync Mailshake events to your CRM
  3. Click Prospects
  4. Select Import from App
  5. Click the Import from App dropdown to select the CRM you want to import from (Pipedrive instances will display the Pipedrive logo)
  6. Select the type of data you want to import
    1. Deals
      1. Select the Pipeline to pull deals from
      2. Select the Stage a deal must be in 
      3. Select whether to pull contacts from Anyone or a specific account owner
    1. People 
      1. Select whether to pull contacts from Anyone or a specific account owner
    2. Leads
      1. Select whether to pull contacts from Anyone or a specific account owner
  7. Once you've select the type of data, select whether you'll sync:
    1. One Time to do a one time import
      1. For Leads type imports, only One Time imports are available
    2. Keep Running in the Background for a continuous sync
  8. Select How far back to look for data
    1. If doing a One Time sync, select the end date to pull data (this will limit data to a specific creation date in the past)
  9. Name your import to make it easy to manage your imports in the future
  10. Click the pink Next button and then map your fields - make sure to review all mappings as this can't be changed after the import is created
  11. Click Create Import
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