Settings — Smart Contact Export
Overview
Smart Contact Export automatically exports contacts in specific categories when companies are pushed to your CRM.
Fields
| Field | Description |
|---|---|
| Select categories | Choose up to 2 contact categories to auto-export (e.g., Board Members, Decision Makers). Each selected category shows as a tag with a remove button. |
| Add categories | Search field to find and add new categories |
| Don’t show export popup | Toggle to suppress the export confirmation popup for a seamless workflow |
Related guides
- Exporting to Your CRM — Full export workflow
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