Watch our Pipeline training session to learn how you can upload leads using a CSV file.
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Training Length
1 Hour
Learn How To
Upload CSV Leads
Learn About Uploading Leads Using CSV Files
Expanding your Pipeline with leads from outside your website has never been easier. Whether you’re following up after a trade show, working with a third-party lead service, or importing contacts from an external form system, the CSV upload tool in Pipeline gives you a straightforward way to bring those leads in and start nurturing them right away.
Our video guide is designed to empower you with the knowledge to make the most of your Pipeline Platform. If you need further assistance, our Help Center has even more information.
What You’ll Learn:
???? When to Use CSV Uploads: Discover the best use cases for importing leads via CSV, including trade show contacts, third-party lead services, and external form exports, so you can keep your Pipeline growing from every source.
????️ How to Format Your CSV File: Learn the required columns (Lead Title, Fallback Lead Owner Email, and Email) along with optional fields like name, tags, priority, policy types, and notes to get the most out of each imported lead.
???? How to Upload Your File: Walk through the step-by-step process of navigating to your Pipeline, selecting the CSV upload option, validating your file, and assigning leads to the right stage before completing the import.
⚠️ Understanding Upload Limits and Best Practices: Find out about the limitations, and learn why quality matters when importing leads to protect your sending reputation.
???? Why Website Forms are Still Your Best Friend: Understand how Fuse forms on your website automate lead capture directly into your Pipeline, and how CSV uploads serve as a powerful complement for leads that come in through other channels.
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