Pushing to your CRM
Send formatted records directly to HubSpot, Salesforce, or Pipedrive without downloading a file first.
By Operelio team
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What CRM push does
Instead of downloading a CSV and importing it into your CRM manually, CRM push sends your formatted records directly. Available on Pro, Team, and Agency plans for HubSpot, Salesforce, and Pipedrive. Connection is via OAuth so your CRM password is never stored in Operelio.
Connecting your CRM
Go to Settings in the app and click "Connect CRM". Operelio uses OAuth for authentication, so your CRM password is never stored. You will be redirected to your CRM's login page to authorize the connection.
Operelio requests read and write access to contacts and the relevant secondary object: companies for HubSpot, leads for Salesforce, organizations for Pipedrive. Operelio doesn't read deals, opportunities, or any other object.
Once connected, the CRM push option appears at the export step of the CRM Formatter.
How pushing works
After mapping and validation, click "Push to CRM" instead of "Download". Operelio sends each valid row as a record to your CRM. Invalid rows (those with validation errors) are skipped and shown in a report so you can fix them.
The results page shows how many records were created, how many failed, and the specific errors for any failures. If 5 of 271 rows fail to push, the successful 266 still post; the 5 failures are logged with the row index and CRM error message so you can fix and rerun those rows only.
If your CRM rate-limits Operelio mid-push, the job pauses and resumes on its own. Long imports may take a few extra minutes.
Supported CRMs and record types
| CRM | Record types |
|---|---|
| HubSpot | Contacts, Companies |
| Salesforce | Contacts, Leads |
| Pipedrive | Contacts, Organizations |
Frequently asked questions
Does it create or update records?
Push both creates and updates. Rows are matched to existing records by email: new addresses become new records, and matches update the existing record. By default updates only fill fields that are blank in your CRM, so populated values are never overwritten unless you choose the overwrite option. The preview shows the create, update, and skip counts before anything is sent.
What plan do I need?
CRM push requires Pro, Team, or Agency.
Ready to get started?
Upload a file and run your first transformation. Free, no credit card required.