Exporting to Your CRM

Send companies, contacts, and research notes from Goava directly to your CRM.

When to use this

A rep just qualified a batch of prospects and needs to work them in their CRM. Instead of copy-pasting company names one-by-one, multi-select the qualified companies and push them into your CRM in one click — including the research the Research Agent has already done.
You’re running account-based outbound and need contacts, not just companies. Use Export contacts to send board members or decision-makers alongside the account, so your SDR doesn’t have to hunt for them separately in LinkedIn Sales Nav.
You want CRM hygiene to be automatic. Configure Smart Contact Export once — pick Decision Makers + Board Members — and every company export drags along the right people without a popup asking each time.
You want inbound-added accounts enriched automatically. Set up Research Agent Automation on a list like “Inbound Leads” and every lead added gets a research note pushed back to your CRM — reps open the account in Salesforce and the context is already there.

In Settings, configure Smart contact export to automatically export contacts in specific categories when companies are exported:

Go to Settings and scroll to Smart contact export.
Select up to 2 contact categories to auto-export (e.g., Board Members, Decision Makers).
Toggle Don’t show export popup while exporting for a seamless experience.

Set up automatic research for companies added to specific lists:

In Settings, scroll to Research Agent Automation.
Select a list to monitor using the dropdown.
When a company is added individually (not via bulk export), the Research Agent will run your custom prompt.
If your CRM is connected, the research output is automatically saved as a note on the company in your CRM.

Export to Excel — Download companies as a spreadsheet from the Actions dropdown.

Tip: You can also export individual companies from the company dashboard via Actions > Export to crm.