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This standalone walkthrough uses an imaginary company selling a café loyalty app: buy nine coffees and get the next one free. The product helps cafés bring customers back. 1:53 video, rendered September 2026. Oneprofile footage uses native components. The destination is a clearly labeled, simulated Example CRM with fictional records; no live CRM writes occur.

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What you’ll learn

  • Map contacts and useful context to your CRM.
  • Preview which records will be created or updated.
  • Inspect the export results.
1

Prepare the handoff

The video starts with three fictional prospects and a configured export column. Dana’s row includes her email, café, a supported offer, its source and a next step. The connection and destination are simulated for the walkthrough.For your own workspace, connect the CRM in Connections. From the table, choose Tools, then Import & export. Click the CRM under Integrations and choose its Export to option.
2

Review the export

Open the export column’s menu and choose Edit settings. The example uses Create or update records, the contact object and email as the matching field.Map name, email, company, the reason to reach out and the next step to the destination fields. The example sends the offer, evidence and source into notes. Your available fields depend on the connected CRM.With Change mapped fields only, the export changes the mapped fields. Skip empty values prevents an empty source value from clearing an existing destination value.
3

Preview before writing

Click Test on these rows. The example shows Dana would be created and Marcus would be updated. Inspect the proposed values; the preview does not write them to the destination.
4

Push and inspect

Close the editor, open the export column’s run menu and choose the rows to push. Dana is created, Marcus is updated and Priya needs a missing email. The video supplies that input and retries only the failed row.Dana’s next step then changes. Pushing her again updates the same destination record. The Example CRM still contains three contacts, and Marcus retains his existing owner and sales stage.The video simulates the CRM write. An export from your connected workspace writes to the chosen destination. Keep the contact and useful context together so the next person can start a helpful conversation.
Run an agent on a table covers researching a useful offer. Send your first sequence covers introducing your product through email.