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Persistence supports HubSpot and Salesforce connections. Connected CRM accounts can provide agent tools and contact-group imports. Available tools can include lead, contact, case, deal, query, and task operations, depending on the provider.

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Import campaign contacts

1

Connect the CRM

Open Integrations, choose HubSpot or Salesforce, and complete the provider authorization.
2

Create a contact group

Open Contacts, select New contact group, and choose the connected CRM as the import source.
3

Review the result

Confirm the imported, valid, invalid, and duplicate counts before saving the group.
Grant only the CRM permissions needed by the workflow. Test create or update actions with non-production records before enabling them for live calls.