LeadSimple

Zachary

Aimee

Chris Winn

Creating, Importing, & Syncing Leads

Every lead provider is different, and this articles covers how to set up common ones for the best experience.

Best Practices for Importing Leads

Learn how to automatically import leads from your marketing channels.

Importing Leads Automatically

Learn how to manually create a lead in LeadSimple.

Creating a New Lead Manually

Learn how to import leads from an excel spreadsheet or CSV file.

Importing Leads from a Spreadsheet or CSV

Learn how to import contacts from a spreadsheet.

Importing Contacts from a Spreadsheet

Learn how to import leads into LeadSimple from your email inbox

Set up auto-import directly from your email inbox

Learn how to send leads to LeadSimple manually so they can be parsed into the software automatically.

Email Leads to LeadSimple Manually

Importing Leads How-Tos

Yes! Learn how to set up auto-import so your leads will import directly into LeadSimple without needing to add them manually.

Will LeadSimple integrate automatically with my website and other marketing channels?

Learn why this happens and how to correct it.

Why are my Leads Importing Incorrectly or with Missing Information?

The short answer: Yes! Click to learn more.

Can I Set Up Multiple Sources per Pipeline?

Learn how to automatically import leads and showings from showing softwares and other listing websites.

Can I import leads and showings from Tenant Turner or ShowMojo?

Learn how to format the new-lead notification email so that LeadSimple imports the data into the correct fields.

What format should new leads be in when they are sent to LeadSimple?

Learn what info is and is not included on a lead export to CSV or Excel spreadsheet.

Can I Export Leads With Their Notes and Activities?

Learn how to automatically send Tenant Turner links to tenant prospects that reached out to your company through other channels.

Sending Tenant Turner Links to Tenant Prospects in LeadSimple

Importing Leads FAQs

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Give Feedback

Find answers and get help from Intercom Support and Community Experts

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