How to Integrate Clu 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.

Clu is built to plug into your existing stack. In HubSpot, Salesforce, Salesloft and Lemlist, the enriched records arrive without manual exports or copy-pasting. A CSV or the API covers the rest.

Here is how to connect everything.

What Clu Integrates With

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

Native integrations sync data automatically. CSV exports 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 Clu dashboard. Click Integrations, then Connect HubSpot. You will be redirected to HubSpot's OAuth flow. Grant Clu access to contacts, companies, and deals.

Step 2: Configure field mapping

Clu 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 Clu.

Step 3: Set enrichment triggers

Choose when Clu 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 Clu 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. Clu 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 Clu, 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 Clu, complete the OAuth flow. Then configure:

• Object mapping - map Clu 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 Clu Sync Log in Salesforce to monitor enrichment activity. The log shows records processed, fields updated, and any errors.

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

Using Clu with Pipedrive

Clu does not sync with Pipedrive, so the route is a CSV: export from Pipedrive, enrich in Clu, and import the results back.

Step 1: Export and enrich

Export the persons you want to enrich from Pipedrive as a CSV and upload it to a Clu lead list. Run enrichment, then export the enriched list as a CSV.

Step 2: Map fields

Pipedrive uses flexible custom fields. When you import the enriched CSV into Pipedrive, map Clu's columns 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: Repeat on a schedule

Export new persons, or existing records with gaps, on a schedule and run them through the same two steps.

The CSV route supports the same enrichment types as the native CRM integrations. Use partial enrichment for email-only workflows. Use full enrichment when you need phone numbers for multi-channel outreach.

Connecting Outreach Tools

Outreach and Instantly do not have native Clu integrations. 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 Clu
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: The Clu API

Clu has no Zapier or Make app. For ongoing workflows, have your own code send the list to the Clu API, keep the records with a verified email status, and add them to your outreach tool through its API. API keys are issued on Pro and up.

For high-volume workflows, the Clu API offers direct integration with any tool that can make 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 Clu:

1. Export contacts from your CRM, spreadsheet, or lead source
2. Upload the CSV to Clu (drag and drop or API upload)
3. Map columns to Clu 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, have Clu export each enriched list to a new Google Sheet, or add an Export to Google Sheets step to an agent.

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 Clu'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 Clu 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. Clu's skills can normalize titles and company names during re-enrichment.

Frequently Asked Questions

How long does integration setup take?

HubSpot connects in under 5 minutes. Salesforce takes 10-15 minutes due to the managed package installation.

Can I connect multiple CRMs at once?

Yes. Clu 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?

Clu 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 Clu 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.