Learn how to import leads inside Breakcold
🎯 Level 1 - How to use Breakcold CRM
2 min read
80/20 summary - what to remember
You can import leads:
- with the Chrome Extension from LinkedIn & 7 other platforms (most-used)
- with a CSV file
- with Zapier, Pabbly or API
- from a different workspace
- manually
1°) Import leads from LinkedIn & 7 other platforms using the chrome extension
⚠️ Make sure to install the chrome extension first.
This process works for the following platforms:
- LinkedIn
- LinkedIn Sales Navigator
- Gmail
- Instagram
- Twitter
- Youtube
- WhatsApp
- Facebook
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Example with LinkedIn
Step 1: go to a LinkedIn Profile and click on the "Br Sync" button
You can also do it LinkedIn & Youtube (not shown on this pi
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Step 2: decide where you want your lead to go and click on Add
You can directly send your lead into a specific B2B contact list and sales pipeline stage.
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💡The chrome extension also allows you to update leads, not just create them. You can learn more about it here.
2°) Import leads with a CSV file
Scenario 1: you are in an empty list
People generally like to create a list dedicated to their CSV export. Then they go to the list and click on import file.
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empty list
Scenario 2: you are inside an existing list
Click on the three dots and click on the import button.
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existing list
Import process
Follow every steps and make sure to map the fields of your CSV with Breakcold's ones.
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mapping
How to import my custom fields in a CSV?
You can import custom fields via a CSV. You should map the fields you want with icebreaker, icebreaker 2, icebreaker 3 or 4. But if you have more custom fields, make sure to tick the box below in this image.
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3°) Invalid rows error - fix import CSV problem
4°) Import leads via Automation tools
Refer to the automation module for this (link coming soon).
5°) Import leads from another workspace
Still need help?