Contacts you reveal or have researched can be sent straight into the tools you work in, from the Contacts page, without exporting a CSV. Integrations are included on every plan.
Connect a tool
Open Integrations in the dashboard (app.coldlytics.com/dashboard/integrations) and pick a provider.
Instantly, Smartlead and lemlist: paste an API key from the tool. In Instantly it is under Settings, Integrations, API Keys (create a key with access to campaigns and leads). In Smartlead it is under Settings (API access needs Smartlead's Pro plan or higher). In lemlist it is under Settings, Integrations.
HighLevel: connect with your HighLevel agency login, then pick the sub-account each time you send.
Pipedrive: connect with your Pipedrive login.
Clay: in your Clay table, add a Webhook source and copy its URL. Paste it in Coldlytics with a name for the table, plus the auth token if you set one on the webhook. Each connection is one table; connect another webhook to feed another table.
Send contacts
On the Contacts page, filter to what you want to send: by task, tag, date added, job title, department, seniority, company filters, or any combination. Tick specific rows if you only want some of them.
Open Send to and choose the tool. For sequencers you pick the campaign each time; for HighLevel you pick the sub-account; for Clay you pick the table.
With nothing ticked, everything matching your filters is sent.
To push exactly one person per business, set Contacts per Company to 1 in the filters first: the most senior person at each company is kept.
What travels with each contact
Name, job title, verified email, direct dial if you have revealed one, LinkedIn profile, company name, website, phone and address. Sequencers receive city, state and LinkedIn as custom variables you can use in templates. HighLevel and Pipedrive have no standard field for job title or LinkedIn, so you map them to custom fields of your choice under Field Mapping. Clay receives one flat row per contact including your tags.
Sync History
Every push is recorded under Integrations, Sync History with the destination and the created, updated, skipped and failed counts, plus the reason for any failure. Re-sending is safe: CRMs and sequencers match on email, so a re-send tops up a campaign or pipeline without creating duplicates.
HubSpot, Zapier and other tools
HubSpot is only available to accounts that connected it before HubSpot declined our marketplace listing; it cannot be connected on new accounts. For HubSpot, Zapier or any tool not listed, use the REST API or a free CSV export, and tell us via the chat which integration you need.