Docs › Dashboard features › Push & exports
Dashboard features · 15 of 17

Push & exports — data going out.

Everything leaving Mama goes through this screen. CRM push (5 connectors), Slack delivery, CSV exports, webhook destinations. Per-destination configuration, push history, retry on failure.

Time: 5 min·Updated: 2026-05-25·Audience: RevOps, workspace admins

TL;DR

Five destination types: CRM (HubSpot, Salesforce, Pipedrive, Close, Attio) · Slack · Email · CSV · Webhook. Push from anywhere in the app — Push & exports is the central config + history page. Per-destination field mapping. Failed pushes auto-retry 3× then alert.

01The 5 destination types

DestinationWhat you pushTier
CRM (5 connectors)Accounts, contacts, briefs as notes, signal eventsFree for HubSpot · Pro for others
SlackBrief summaries, signal alerts, saved-search digestsFree
EmailDaily/weekly digest, brief share-link emailsFree
CSVAccount lists, signal exports, brief metadataFree
WebhookReal-time push to your URL on any Mama eventPro+

02CRM push detail

Per-connector field mapping. Each CRM has a defaults preset (e.g., HubSpot: push headline to Activity Note, signals to a custom JSON property). You can override field-by-field.

Two-way sync is opt-in per connector. Default is one-way out (Mama → CRM). Two-way means CRM changes flow back to Mama (e.g., closed-won status updates archetype scoring).

See each integration's docs page for connector-specific behavior (HubSpot, Salesforce, etc. — Phase 3).

03Slack delivery

Connect your Slack workspace once. Per-destination you pick:

  • Channel: where messages land
  • Trigger: signal type, saved-search match, brief push, manual share
  • Format: compact (1-line) or expanded (full brief preview)
  • Frequency: instant / hourly digest / daily digest

04CSV exports

Export any list view to CSV — accounts, signals, briefs metadata, decision-makers. Configurable column set. Up to 50K rows per export.

For larger exports or scheduled recurring exports, use webhook (Pro+) or contact us.

05Webhook destinations (Pro+)

Real-time HTTP POST to your URL on any Mama event. Configurable event filters (e.g., "send to me only on combo-signal matches with ICP > 80").

Payload is JSON. Signing key in HMAC-SHA256 header for verification. Failed deliveries retry 3× then go to a "failed" queue you can inspect and manually re-trigger.

06Push history and retries

Every push is logged. The history view shows: destination, what was pushed, when, status (success / pending / failed). Click any failed entry to see the error response and manually retry.

Mama auto-retries failures 3 times with exponential backoff (1min, 5min, 25min). After 3 fails, the push goes to "failed" and a workspace alert fires.

07Common mistakes

Pushing exploratory briefs to CRM
CRM pipeline gets cluttered. Only push briefs you'll act on within 14 days.
Forwarding every signal to Slack
Channel becomes a noise stream. Filter to combo signals + high-ICP only. Mute the rest.
Not testing webhook with a small filter first
Webhook firehoses can DDoS your own endpoint if filters are too loose. Start with a narrow filter, observe, expand.
Was this page helpful?