Leads & sales

Importing leads, the pipeline, call scripts, tasks and WhatsApp.

Importing leads from a CSV file

Upload a CSV, map columns to fields (or let the AI do it with "Smart conversion"), check the preview and import up to 500 leads at once.

5 min read Guide

Receiving leads by Webhook and linking them to a source and a product

Connect a form, landing page, Make or Zapier to a Webhook URL and leads go straight into the pipeline. With source each lead is linked to the right source, and with product_id to the product and its tab.

6 min read

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