Integrations & call lists
Get contacts in
From a connected tool. An admin connects a tool under Integrations by pasting an access token. Each tile explains where to find it. Then anyone on the team can click Import contacts to pull up to 1,000 contacts into a named call list.
| Tool | Import | Logs calls back |
|---|---|---|
| HubSpot | A list (by ID) or your newest contacts with a phone number | ✅ Every call appears on the contact's timeline |
| Apollo | Saved contacts, optionally filtered by keyword | — |
| Salesloft | People, most recently updated first | — |
| monday CRM | Any board with phone or email columns | — |
From a CSV. Under Call Lists, upload any CSV. Columns from HubSpot, Apollo, ZoomInfo, Salesloft and Sales Navigator export tools are recognized automatically. Check the preview, fix any column that's wrong, and import.
Re-importing the same people updates them instead of creating duplicates. Contacts with no phone or email are skipped.
Call through a list
In Call Mode, pick a call list next to your script or A/B test. Clarity hands you one contact at a time:
- Call opens your dialer (softphone, Aircall, or your phone) with the number filled in
- Find on Sales Navigator searches for the person in one click
- Open in HubSpot (or Apollo, Salesloft, monday) jumps to the record
Log the outcome as usual and the next contact appears. Teammates calling the same list never get the same person. Use Skip for now, Bad number or Do not call to move on. A contact leaves the list once they're reached, flagged, or tried 3 times.
Coming soon
Microsoft Dynamics 365, ZoomInfo and LinkedIn Sales Navigator don't offer self-serve API access. Use their CSV exports for now.
Calls from HubSpot (beta)
If your reps call from HubSpot, you don't need to log those calls twice. Clarity pulls them in on its own, about every 15 minutes while your team uses the dashboard, or right away with Pull calls on the HubSpot card.
- Calls are matched to reps by email: the HubSpot owner's email must be the email the rep uses in Clarity.
- The HubSpot call outcome becomes the Clarity outcome, including custom ones such as "Meeting booked".
- Calls a rep already logged in Clarity within three minutes aren't counted twice, and calls Clarity wrote to HubSpot are never pulled back.
- The first pull goes back 14 days.
Your private app needs the crm.objects.owners.read scope for this. Pulled calls count in your dashboard and coaching; A/B tests still use calls logged in Call Mode, since those record which script was used.
