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workflow · Leads & CRM

Import leads from CSV

Bulk add from a spreadsheet.

6 min to completeleads, import, csvUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads/import in your workspace

Why use this

You import leads from a CSV with auto-mapped columns and a preview before commit.

Benefits:

  • Auto-mapped columns where possible
  • Preview sample rows before commit
  • Large files queued async

Who this is for: Owner, Member. Time to complete: ~6 minutes. You''ll need: A CSV file with leads.

Outcome

Leads from your CSV land in /leads.

Steps

  1. Open /leads/import.
  2. Upload CSV.
  3. Map columns (auto-mapped where possible).
  4. Preview sample rows.
  5. Confirm.

Variations

  • Large files run async in /queue.

What can go wrong

  • Bad column mapping: scroll the preview to spot misalignment.

Related

  • help-leads-import.