Excel/CSV

Leaf CRM simplifies the process of importing and managing lead data from a spreadsheet. Whether you’re transitioning from another system or consolidating data from multiple sources, this integration allows you to upload spreadsheet files—Excel or CSV— directly into Leaf CRM, streamlining lead management process.
Spreadsheet Integration With Leaf CRM Guide For Excel & CSV

Use Leaf CRM To:

  • Upload Excel (.xls, .xlsx) or CSV files to import your lead data directly into Leaf CRM.
  • Consolidate lead information to ensure a clean, unified database free of duplicate entries.
  • Save time and effort from manual data entry, enabling your team to focus on lead advancement and conversions.

How To Integrate Typeform With Your Leaf CRM Account?

  1. Select existing or create a new campaign.
  2. Select Excel/CSV as your lead source.
  3. Upload your existing lead data from the spreadsheet file to Leaf CRM account.
  4. Leads from your spreadsheet form will be stored in your Leaf CRM account via integration for database purposes or to be assigned to your sales team automatically.

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