← GTM Recipes

Clay · Apollo · CSV → Your CRM

Review an export and release it row by row.

Bring contacts from your existing stack into a shared review list. Your team sees findings and CRM matches and releases single rows for handoff – to the CRM of your choice, HubSpot in the example.

Runs in ListPlus – no agent needed

Create a review listSee the steps ↓
Shared review list
ContactHubSpot
HubSpotReady · Mia Winter
mia.winter@helioworks-muster.de

No CRM match or open findings in this example. Mia can be released to the pipeline.

Interactive example · fictional contacts

Setup

Build this workflow.

Selected rows from your workflow, for example as a CSV. Keep a source reference and your matching fields.

What does a run cost?

Standard checks and list operations cost 0 credits. External sources and the configured pipeline destination may have their own charges. The demo sends no data.

  1. Your team manual in ListPlus

    Open the export in a review list

    Export the rows from your workflow. Import them into ListPlus or have your agent create the list and add the records.

  2. ListPlus runs automatically

    Hold rows that need a decision

    Conflicting fields, duplicates and CRM matches are flagged. New people, existing records and cases for your team stand apart.

  3. Your team manual in ListPlus

    Release row by row

    Select the reviewed row for the allowed pipeline. Manual release waits for a person. Verify in the CRM that the change arrived.

With your agent

Give your agent this brief.

You provide the export. For an agent the list needs the right permissions. CRM connection, field mapping and pipeline are set up once in ListPlus.

The same call from Claude Code, ChatGPT, Cursor or an n8n HTTP node – MCP and REST offer the same tools.

Agent guide (.md) ↗
Agent prompt

Use my export from Clay. Work in my shared review list, run check_list and inspect the configured CRM match. Show new, existing and ambiguous contacts. Hand off only my selected record IDs to the existing CRM pipeline. Report separately what is waiting for approval and what is confirmed in the CRM.

Tools and sample call

describe_list · add_records · check_list · query_records · send_to_pipeline

describe_list({ list_id: "<shared_list_id>" })
check_list({ list_id: "<shared_list_id>" })
send_to_pipeline({ list_id: "<shared_list_id>", record_ids: ["<approved_record_id>"], pipeline: "<allowed_pipeline>" })

Try it with your data

The demo shows a supplied export and a manual release. Releasing in ListPlus and confirmed delivery in the CRM are two states.

Create a review list