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How to Import & Export Leads in the CRM

You can move leads into and out of the CRM at any time — from CSV files, from your campaigns, or out to other tools.

Import leads from a CSV

  1. Open CRM → Lists and choose Add New List → Upload Lists File.

  2. Name the list and upload your CSV.

  3. Your file must include an Email column. A downloadable template is available if you want the recommended format.

  4. Confirm the column mapping. The leads land in your new list and appear in the Leads tab.

Import from campaign lists and other tools

  • Leads from your email and LinkedIn campaigns flow into the CRM automatically, with engagement history attached — no manual import needed.

  • You can also import contacts from HubSpot and Salesforce through the Integrations page.

Export leads to CSV

  1. In the Leads tab, select the leads you want.

  2. Click Export to download a CSV of the selection.

You can also export an entire list from CRM → Lists.

Tips

  • Keep a consistent CSV header format (Name, Email, Company, Job Title, Phone) so imports map cleanly.

  • Campaign leads don't need CSV import — they arrive automatically.

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