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Overview

Import leads into your workspace using multiple methods: CSV upload, Google Sheets, HubSpot, or Salesforce integration.

Quick Start

New to importing leads? Start with CSV Upload for the easiest experience.

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CSV Upload

The recommended method for beginners. Upload a CSV file with your lead data.

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Step 1: Prepare Your CSV File

Your CSV must include these required fields:
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firstName
string
required
Lead’s first name
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lastName
string
required
Lead’s last name
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email
string
required
Primary email address
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phone
string
required
Primary phone number (include country code, e.g., +1234567890)
Optional fields:
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altPhone1, altPhone2, altPhone3
string
Alternate phone numbers
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altEmail1, altEmail2, altEmail3
string
Alternate email addresses
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companyName
string
Company or organization name
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jobTitle
string
Position or role
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linkedinUrl
string
LinkedIn profile URL
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notes
string
Additional notes or context
Any additional columns will be stored as custom fields.

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Step 2: Download Template (Optional)

Click the Download Template button to get a pre-formatted CSV with all fields.

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Step 3: Upload Your File

  1. Navigate to Leads → Import
  2. Select CSV File method
  3. Drag & drop your file or click Choose File
  4. File size limit: 10MB max

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Step 4: Select or Create a List

Choose whether to:
  • Add to an existing list (select from dropdown)
  • Create a new list (enter list name)

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Step 5: Map Fields

The system will auto-map common field names. Review and adjust:
  • Each CSV column maps to one lead field
  • Required fields must be mapped
  • See live preview of sample data

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Step 6: Preview & Import

  • Review first 10 records
  • See validation summary (valid leads, invalid records)
  • Click Import to save
Import Results:
  • ✅ Number of leads saved
  • ⚠️ Invalid records skipped
  • 📋 List assignment confirmation

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Google Sheets Integration

Import leads directly from Google Sheets.

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Prerequisites

1

Google API Access Token

Generate an access token from Google Cloud Console
2

Spreadsheet ID

Found in your Google Sheet URL
3

Sheet Name

Default: “Sheet1” (optional parameter)

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Import Steps

  1. Navigate to Leads → Import
  2. Select Google Sheets
  3. Enter credentials:
    • Access Token
    • Spreadsheet ID
    • Sheet Name (optional)
  4. Click Connect & Import
Your Google Sheet must follow the same field structure as CSV (see above).

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HubSpot Integration

Premium Feature - Requires HubSpot account and premium plan

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Features

  • ✓ Bidirectional sync
  • ✓ Contact properties
  • ✓ Deal tracking
  • ✓ Activity logs

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Setup Steps

  1. Navigate to Leads → Import
  2. Select HubSpot
  3. Click Authorize & Import
  4. Log in to HubSpot and grant permissions
  5. System automatically imports contacts

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Salesforce Integration

Premium Feature - Requires Salesforce account and premium plan

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Features

  • ✓ Lead & Contact sync
  • ✓ Custom fields support
  • ✓ Campaign tracking
  • ✓ Opportunity data

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Setup Steps

  1. Navigate to Leads → Import
  2. Select Salesforce
  3. Click Authorize & Import
  4. Log in to Salesforce and grant permissions
  5. System automatically imports leads

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Data Validation Rules

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Phone Numbers

Phone numbers are automatically formatted according to these rules:
Input FormatOutput FormatDescription
10 digits+1XXXXXXXXXXAssumes US number
11 digits (starts with 1)+1XXXXXXXXXXUS number with country code
Other formatsMust be E.164International: +[country][number]

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Email Addresses

  • Must contain @ and .
  • Automatically converted to lowercase
  • Whitespace trimmed

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Duplicate Detection

Duplicates are detected by email address:
  • Duplicate rows in same CSV are skipped
  • Existing database duplicates are handled gracefully

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API Reference

Upload leads programmatically using our REST API.

API Endpoint

View complete API documentation for lead uploads

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Quick Example

POST /api/leads
Request: 
{
  "leads": [
    {
      "firstName": "John",
      "lastName": "Doe",
      "email": "john@example.com",
      "phone": "+12025551234",
      "companyName": "Acme Corp",
      "jobTitle": "CEO",
      "customFields": {
        "industry": "Technology",
        "revenue": "1M-5M"
      }
    }
  ],
  "listId": "507f1f77bcf86cd799439011",
  "source": "csv_import"
}
Response: 
{
  "message": "Leads saved successfully",
  "savedCount": 1,
  "listId": "507f1f77bcf86cd799439011"
}

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Error Codes

CodeDescription
400Invalid data or missing required fields
401Unauthorized (missing/invalid auth token)
404List not found
500Server error

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Best Practices

Download and use our CSV template to ensure proper formatting
Review your data for completeness and accuracy before importing
Create specific lists for different campaigns or lead sources
Set up automated syncs with HubSpot/Salesforce for up-to-date data