GuideCampaign CSV from your CRM
CRM import, webhooks, and compatible platforms
Import (into Vyrol): export from HubSpot, Salesforce, or Excel → match our columns → Import CSV on the campaign.
Webhooks (out to your CRM): on Professional+,Profile → Integrations pushes personalised links on publish and live engagement (views, 75% watch, CTA, demo forms) to Zapier, Make, HubSpot, Salesforce, Pipedrive, Salesloft, Mailchimp, and more — no CSV round-trip. CRM integrations overview.
Compatible platforms (via webhooks + Zapier/Make)
One webhook URL opens any of these. Vyrol POSTs signed JSON; your automation updates the CRM.
- • HubSpot
- • Salesforce
- • Pipedrive
- • Zoho CRM
- • Microsoft Dynamics 365
- • Freshsales
- • Close CRM
- • Copper
- • Monday CRM
- • Salesloft
- • Outreach
- • Apollo.io
- • Mailchimp
- • Klaviyo
- • Brevo / ActiveCampaign
- • Customer.io
- • Zapier
- • Make.com
- • n8n
Quick steps
- Create a campaign from your Share Page in Vyrol.
- On the campaign, click Download CSV template (header row only).
- Export contacts from HubSpot, Salesforce, or Excel as CSV.
- In Excel or Google Sheets, rename your export headers to match the Vyrol template (tables below).
- Save as CSV UTF-8.
- Back in Vyrol: Import CSV → review the preview → confirm.
- Publish the campaign when personalised links should go live (import alone does not send email).
- Send: for a short list, use Open in mail on each row (one at a time). For larger lists, export links CSV or message packs into HubSpot, Salesloft, or your mail-merge tool.
Vyrol column names
Your downloaded template uses exactly these headers. Paste your data from row 2 onward.
| Column | Required? | Notes |
|---|---|---|
| first_name | Yes | Required on every row |
| last_name | No | — |
| No | Strongly recommended — used to match rows on re-import | |
| company | No | {{company}} in templates |
| phone | No | — |
| reference | No | Deal ID, ticket ref, CRM record ID |
| tags | No | e.g. vip;lead (semicolon, comma, or pipe) |
| internal_note | No | For your team only — not on the public page |
| custom_message | No | Short line for {{custom_message}} |
| personal_message | No | Full message override; supports merge tags |
HubSpot
Contacts → select records → Export → CSV. Export contacts (one row per person with an email), not deals-only exports.
| HubSpot column (typical) | Rename to |
|---|---|
| First Name | first_name |
| Last Name | last_name |
| Company name | company |
| Phone Number | phone |
| Record ID | reference |
| Lifecycle Stage / Tags | tags |
| Notes | internal_note |
Salesforce
Export a contact list or report as CSV. If headers look like Contact: First Name, rename them to the Vyrol names below.
| Salesforce column (typical) | Rename to |
|---|---|
| FirstName | first_name |
| LastName | last_name |
| Account.Name or Company | company |
| Phone or MobilePhone | phone |
| Id (Contact) | reference |
| Description / Notes | internal_note |
Excel or Google Sheets
- Start from the Vyrol template — do not invent new header names.
- Split “John Smith” into first_name and last_name if needed.
- Format phone columns as Text before saving so numbers are not corrupted.
- Save or download as CSV UTF-8.
Replace vs append
- Replace — your file is the full list; matching emails update; people not in the file are removed from the campaign.
- Append — add new rows only; duplicate emails in the campaign are skipped.
Sending email
Vyrol does not bulk-send. After you publish, use Open in mail on each campaign row for short outreach — it opens your mail app with the recipient and personalised message pre-filled. Tick Sent to track outreach in Vyrol (not proof of delivery). For bigger lists, export links CSV or copy message packs into your CRM or ESP.
After you send
Webhooks (recommended): subscribe to campaign.recipient.published for mail-merge links, plus engagement and callback_requested when someone submits Book a demo — fields include name, email, phone, and message for instant CRM tasks.
CSV fallback: export live links and merge opens, watch %, and CTA clicks back into your CRM using email or reference.
Need direct CRM sync in the product? Mention your CRM and volume at hello@vyrol.io — we may add integrations when customers need them.