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
Open CRM → Lists and choose Add New List → Upload Lists File.
Name the list and upload your CSV.
Your file must include an Email column. A downloadable template is available if you want the recommended format.
Confirm the column mapping. The leads land in your new list and appear in the Leads tab.
You can also import from the Leads tab using the Import Lists File option in the List filter.
Import from HubSpot or Salesforce
Importing from another CRM is a two-part process:
Connect the account — go to Settings → Integrations and connect HubSpot or Salesforce.
Run the import — open a CRM list, click Add Leads, and choose Import from Salesforce or Import from HubSpot.
Leads from your campaigns
Leads from your email and LinkedIn campaigns flow into the CRM automatically, with engagement history attached. No manual import needed.
Export leads to CSV
In the Leads tab, select the leads you want.
Click Export to download a CSV of the selection.
You can also download 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.