Lists & Outreach

CRM data columns

Look up CRM objects and resolve related contacts, deals, activities, signals, and custom objects.

A CRM data column retrieves information from the CRM connected to your Bigmind organization. You can look up standard objects and imported custom objects, then resolve the record itself or one of its supported associations.

#Add a CRM data column

  1. Add a column and select CRM data.
  2. Choose the CRM object. Standard objects include Account, Contact, Lead, and Deal. Imported custom objects appear in the same menu.
  3. Under Find by, choose an identity field such as Domain, Email, Phone, CRM ID, or an imported identity field for a custom object. You can also start from an existing CRM lookup column.
  4. Enter a value or map a variable or column from the current row.
  5. Under Resolve, choose the data you want returned.
  6. When a field selector is shown, choose the imported standard and custom fields you want to include. Leave it empty to include all imported fields.
  7. Create the column and run it.

The available options depend on the selected object and the associations imported from your CRM. They can include:

  • Object record: Return the matched CRM record and its imported fields.
  • List contacts: Return contacts associated with an account.
  • List deals: Return deals associated with an account.
  • List activities: Return activities for the resolved object.
  • List recent signals: Return recent Bigmind signals attributed to the object.
  • Custom-object associations: Return associated records exposed by imported CRM custom-object metadata.

#Choose fields

For record, contact, deal, and custom-object results, the Fields selector uses the CRM fields already imported into Bigmind. This includes imported custom fields. Internal synchronization fields such as _created_at and _updated_at are not shown.

Association columns return a structured result with a records array. Bigmind returns up to 10 associated records per row and includes the total association count separately.

#Use List contacts with Targetable People

A CRM column configured with Resolve > List contacts can be selected directly as the source of a Targetable People column. Bigmind recognizes common provider-specific contact schemas, including different casing and naming conventions, as well as flattened records and records nested under properties or fields.

Include a first-name or full-name field in the CRM result. Email, phone, LinkedIn URL, title, and other profile fields are optional and can be enriched later.

See Targetable People for the complete setup and merge behavior.

Updated 8/4/2026