Training CenterAI Lead Generation → Module 09
🎯 — Module 09

Export and CRM Push

Self-serve8–12 min readAI Lead Generation

Three paths for what to do with sourced accounts: auto-push to CRM, manual review queue, or CSV export.

Option 1 — Automatic CRM push (recommended)

Every account entering a campaign is pushed to your CRM as a new Contact/Lead within 60 seconds. Configure push stage at Integrations → CRM → Campaign Push Settings.

Option 2 — Manual review queue

Enable "Manual Review Mode" in campaign settings. Sourced accounts appear in Campaigns → [Campaign] → Review. Approve to enter sequence, reject to suppress.

Option 3 — CSV export

Campaigns → [Campaign] → Export → CSV. Select fields: name, title, email, company, ICP score, date sourced, sequence step.

Export does not suppress. Exporting a contact does not stop them from being contacted. Mark them as suppressed separately if needed.