LeadSimple

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

Learn how to track your UTM parameters from your marketing campaigns on your leads in LeadSimple.

How to get Marketing UTM Parameters Into LeadSimple

Tori Bradford

Alexa Roeper

Importing Leads How-Tos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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