What CRM systems are supported?

The merge engine exports in standardized formats that work with any CRM. Direct field mapping is pre-configured for Salesforce, HubSpot, and Pipedrive. Custom CRM schemas can be configured via the COLUMN_MAP in merge_engine.py.

What happens when the merge finds unrecognized columns?

The engine prints a warning listing unrecognized columns. These need to be added to COLUMN_MAP in merge_engine.py and documented in workflows/reference/merge_engine.md. Unrecognized columns are preserved in the output but may not map to CRM fields.

How does incremental sync work?

The merge engine is resume-aware. Running it again with new enrichment data merges incrementally with the existing Final_Merged_Output.xlsx. Existing records are updated (not duplicated), and new records are appended.

Can I customize the priority tier thresholds?

Yes. The default thresholds (HIGH 70+, MEDIUM 40-69, LOW 20-39, SKIP <20) are configurable. You can adjust them based on your sales process -- for example, a stricter threshold of 80+ for HIGH in enterprise sales.

CRM Synchronization

Enriched data, CRM-ready. Every time.

Domain-centric merge engine with multi-format export

The merge engine consolidates all enrichment sources into one domain-centric output. Dedup by Official_Domain + Email. Color-coded 5-sheet Excel for review. CRM CSV with standardized fields for direct import into Salesforce, HubSpot, or Pipedrive.

Excel Sheets

Export Formats

0-100

Confidence Score

Priority Tiers

LeadsLogix Dashboard

Live

+12%

24,847

Leads

+8%

18,293

Verified

+15%

6,142

Companies

+22%

$2.8M

Pipeline

Pipeline78%

Discover

Crawl

Extract

Verify

Score

The CRM Data Problem

Enrichment output has different column names than your CRM expects

Duplicate records from multiple enrichment sources create CRM conflicts on import

No confidence scoring means low-quality data pollutes your CRM alongside verified records

Manual data formatting before CRM import wastes hours per batch

No way to distinguish HIGH priority leads from SKIP leads in a flat export file

Schema mismatches between enrichment output and CRM custom fields require manual mapping every time

Automated Merge, Dedup, and Export

One command runs the full pipeline: aggregate sources, resolve conflicts, dedup, score confidence, classify priorities, and export in CRM-ready formats.

Domain-Centric Merge

All records grouped by Official_Domain. Per-domain dedup using domain + email identity keys. No duplicate companies in output.

5-Sheet Excel

Sheet 1: HIGH (green). Sheet 2: MEDIUM (blue). Sheet 3: LOW (yellow). Sheet 4: SKIP (red). Sheet 5: Summary statistics.

CRM CSV Export

Standardized column names mapped to CRM fields. Ready for direct import into Salesforce, HubSpot, or Pipedrive.

Confidence Scoring

0-100 per record: source reliability (+30), domain match (+20), structured email (+15), corporate email (+10).

Column Mapping

Auto-maps enrichment columns to CRM standard fields. Warns on unrecognized columns for manual review.

Incremental Sync

Resume-aware. New enrichment data merges with existing output without losing previous results.

Merge & Export Pipeline

Each stage processes data sequentially with full checkpoint/resume capability.

Step 1

Source Aggregation

Load all enrichment outputs: crawl results, contacts, emails, social, verification results.

Step 2

Column Mapping

Map source columns to standardized schema. Flag unrecognized columns (COLUMN_MAP in merge_engine.py).

Step 3

Domain-Centric Grouping

Group all records by Official_Domain. Merge company-level data within each group.

Step 4

Contact Dedup

Dedup contacts by domain + email identity keys. Keep highest-confidence version of each contact.

Step 5

Confidence Scoring

Score each record 0-100 based on source reliability, email verification, and data completeness.

Step 6

Priority Classification

Classify into HIGH (70+), MEDIUM (40-69), LOW (20-39), SKIP (<20) tiers.

Step 7

Excel Export

Generate 5-sheet color-coded Excel at database/Final_Merged_Output.xlsx.

Step 8

CRM CSV Export

Generate CRM-ready CSV at database/CRM_Export_YYYY-MM-DD.csv.

Technical Workflow

# Run the merge engine
python tools/merge_engine.py

# Output files:
# database/Final_Merged_Output.xlsx (5-sheet, color-coded)
# database/CRM_Export_YYYY-MM-DD.csv (CRM-ready)

# Identity keys: Official_Domain + Email
# If you see "UNRECOGNIZED COLUMNS" warning:
#   -> Add missing columns to COLUMN_MAP in merge_engine.py
#   -> Update workflows/reference/merge_engine.md

# Bad domain filter runs automatically:
# dnb.com, alibaba.com, made-in-china.com, etc.

API Access

POST

/api/v1/merge

Trigger merge engine. Returns output file paths.

GET

/api/v1/merge/status

Merge progress: records processed, duplicates found, output size.

GET

/api/v1/export/crm

Download CRM CSV export.

GET

/api/v1/export/excel

Download 5-sheet Excel export.

Use Cases

Post-Enrichment Export

After running enrichment pipeline, merge and export to CRM in one command.

Multi-Event Consolidation

Merge exhibitor data from multiple trade shows into one CRM-ready export.

Periodic CRM Refresh

Re-run enrichment periodically and incrementally sync updates to CRM.

Sales Handoff

Generate prioritized Excel for sales team review before CRM import.

Data Quality Audit

Use 5-sheet Excel to review HIGH/MEDIUM/LOW/SKIP distribution and spot data issues.

Multi-Team Distribution

Export separate sheets for different sales teams or territories.

Industry Applications

SaaS

Salesforce and HubSpot integration with standard field mapping.

Professional Services

Pipedrive and custom CRM export with client-specific schemas.

Manufacturing

Trade show lead consolidation and CRM sync after each event.

Financial Services

Regulated data export with compliance fields and audit trails.

Performance Metrics

Excel Sheets

Color-coded by priority tier for easy review

Manual Formatting

Automated column mapping and schema transformation

100%

Dedup

Domain + email identity keys eliminate duplicates

<1min

Merge Time

Typical merge for 1,000 companies

Platform Preview

See how LeadsLogix processes, verifies, and delivers your leads in real time.

LeadsLogix Dashboard

Live

+12%

24,847

Leads

+8%

18,293

Verified

+15%

6,142

Companies

+22%

$2.8M

Pipeline

Pipeline78%

Discover

Crawl

Extract

Verify

Score

5-Sheet Excel Output

Color-coded sheets: HIGH (green), MEDIUM (blue), LOW (yellow), SKIP (red), Summary.

Pipeline Engine

Live

Active Pipeline2,847 records

Discover

100%

Crawl

100%

Extract

87%

Verify

64%

Score

42%

ETA: 12 min remainingProcessing...

CRM Import Preview

Standardized CSV with mapped fields ready for Salesforce/HubSpot import.

Email Verification

Live

+95%

1,847

Verified

123

Review

+3%

89%

Tier 1

Verification Results

j.smith@acme.com95TIER_1

m.jones@startup.io82TIER_1

info@example.com45TIER_3

h.wong@enterprise.co88TIER_1

Merge Statistics

Records merged, duplicates removed, column mapping status, priority distribution.

Integrations

Salesforce

HubSpot

Pipedrive

REST API

CSV Export

Excel Export

SQLite

From enrichment to CRM in one command

Domain-centric merge, confidence scoring, priority classification, and multi-format export. No manual formatting.

FAQ

Frequently Asked Questions

Everything you need to know about our platform.

Still have questions?

Our team can walk you through the pipeline, pricing, and your use case.

Talk to us

Related Workflows

Data Aggregation

Product

Multi-source aggregation before merge

/products/data-aggregation

Contact Validation

Product

Clean contacts before merge

/products/contact-validation

AI Lead Qualification

Product

Score leads for priority tiers

/products/ai-lead-qualification

CRM Automation

Full CRM automation platform

/crm-automation

# Run the merge engine python tools/merge_engine.py # Output files: # database/Final_Merged_Output.xlsx (5-sheet, color-coded) # database/CRM_Export_YYYY-MM-DD.csv (CRM-ready) # Identity keys: Official_Domain + Email # If you see "UNRECOGNIZED COLUMNS" warning: # -> Add missing columns to COLUMN_MAP in merge_engine.py # -> Update workflows/reference/merge_engine.md # Bad domain filter runs automatically: # dnb.com, alibaba.com, made-in-china.com, etc.