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How to Send Leads to Other SalesTarget.ai Tools

Once your leads are saved in a list, you can push them directly into other SalesTarget.ai tools without needing to export and re-import. This keeps your workflow seamless and avoids unnecessary steps.

What You Can Send Leads To

Destination

What happens

Cold Email Outreach

Leads are added to an email sequence campaign

LinkedIn Outreach

Leads are added to a LinkedIn automation campaign

CRM

Leads are created as new contacts or accounts in your CRM

Step 1: Open Your List

  1. From the left sidebar, click My Lists.

  2. Click on the list you want to send.

Step 2: Select the Leads to Send

  • To send all leads in the list, click Select All at the top.

  • To send specific leads, check the box next to each one individually.

Step 3: Click "Send To"

  1. Once leads are selected, click the Send to button in the action bar at the top.

  2. A dropdown will appear with your destination options:

    • Cold Email Outreach

    • LinkedIn Outreach

    • CRM

Step 4: Complete the Setup for Each Tool

→ Sending to Cold Email Outreach

  1. Select Cold Email Outreach from the dropdown.

  2. Choose an existing campaign or create a new one.

  3. Map the lead fields (First Name, Email, etc.) to your campaign's personalization tags.

  4. Click Send. Your leads will appear inside the selected campaign, ready to be enrolled in a sequence.

→ Sending to LinkedIn Outreach

  1. Select LinkedIn Outreach from the dropdown.

  2. Choose an existing LinkedIn campaign or create a new one.

  3. Confirm the LinkedIn profiles are matched for each lead.

  4. Click Send. Leads will be queued in your LinkedIn outreach campaign.

Why Use "Send To" Instead of Export?

  • Faster — no downloading and re-uploading files

  • No export credits used — Send To does not consume export credits

  • Field mapping is automatic — SalesTarget.ai maps the data for you

  • No data loss — leads go in exactly as enriched, with no formatting issues

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