Bulk Exporting People to your CRM

Prerequisites

This article assumes that you followed the steps in Accessing Bulk Actions to select the people you want to bulk export.

Choose a CRM sequence

When bulk exporting people to your CRM, you can optionally choose to put these people in a CRM sequence.

Note that CRM sequences (sometimes also called cadences) are different from the LinkedIn specific sequences that you create in Birdie. Please refer to your CRM's documentation for more information on its sequences feature.

Click the next button to proceed to the next step.

Check how the CRM records will be saved

For each person to save, first confirm the CRM record that will be created (1). When all the data looks correct, you can click Save all to save all the people (2).

Do not close the browser tab that is saving the people. You can switch to another tab to do something else and come back when everything is finished.

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