There are multiple ways to input leads into LeadSimple. Of course, you can always do it manually, but there are a couple other methods to import leads to save you time.
Set up auto-import directly from your source. (Video here.) This is done by creating a source in LeadSimple and generating a unique email address for that source. LeadSimple can then accept emails with a new lead's info at that email and instantly import the lead. (Only one lead per email.) This is the most common way to import leads and works well for ongoing lead sources like your website contact form, APM, or most other lead sources.
One-off csv imports - We can import a spreadsheet for you in the backend. Format your spreadsheet per the instructions in this help doc and send it to firstname.lastname@example.org. Spreadsheets are typically imported within 1-2 business days. This method is best when transferring from another crm, or for occasional imports.
Using Our Template
Zapier has the ability to share zap templates so you don't have to build it out from scratch. After signing up for a Zapier account, click this link to copy this zap into your account, where you can then finish setting it up with your LeadSimple and Google accounts:
Building your Zap
Here's a quick outline of the process we're going to follow to build this zap today:
Sign up for a Zapier account (if you haven't already)
Create and name your Zap
Add the trigger app, Google Sheets (New Spreadsheet Row)
Connect your LeadSimple account
Add action in LeadSimple (Create Lead)
Test & Review
Set your zap live
Step 1: Create and format your spreadsheet in Google Sheets.
Before creating your zap, you'll need to create and format your spreadsheet with the needed column headers so you can use it in your zap.
Log into your Google Sheets account and create a new spreadsheet. Give it a name and add your column headers. Note that you can use whatever headers you need; you don't have to use the examples here. (You'll be able to map these columns to the correct fields in LeadSimple when you are building your zap.)
You can set up a different zap for each sheet in the worksheet, so if you want to differentiate which pipeline or lead source to add these leads to, you can set up a separate sheet for each.
Now add a row of test data so that you can use it to map your fields when creating your zap.
(Make sure also to delete all the extra rows in the spreadsheet to ensure the leads import correctly.)
Step 2: Create your zap
Now that you have your spreadsheet, login to your zapier account and navigate to the zaps page. Click "Add Zap" to start building your zap! Or use this template: https://zapier.com/app/editor/template/697161.
The first step is to search for your trigger app, in this case Google Sheets.
Then choose "New Spreadsheet Row" as the trigger and click Continue.
Next, it will ask you to log in to your Google Sheets account, or choose from one you've connected in the past.
Next, choose the spreadsheet you just created and choose the specific sheet you want to connect in this zap.
Now, click "Test & Review" to have zapier check the spreadsheet to find your example row. Take a quick look to make sure it has pulled in the test data you added, and make a change to select a different row if necessary.
Then hit "Done" editing. That completes the half of the zap that pertains to google sheets.
Now to move on to the LeadSimple half. We want the trigger we just created (a new row in a spreadsheet) to do a certain action in LeadSimple (create a new lead.)
Click "Do This".
Now, search for LeadSimple and choose the action "Create Lead".
Now, you'll need your API key to link your LeadSimple account. You can find your key on this page or under Settings > Integrations > Zapier.
After adding your API key or choosing it from the list if you've connected LeadSimple before, click continue.
Here is where you will choose the pipeline/stage/source/assignee for these leads, and map the columns headers to the correct fields in LeadSimple.
Under lead details, choose the pipeline, stage, and source you want these leads to auto-import into, as well as which field to grab the lead's name, comments, or tags.
Under contact info and property info, map the correct fields for the lead's contact and property info.
If you have access to and use custom fields, those are under the property info.
When you're done mapping the fields, click Continue.
Quickly review the field-mapping and then click test & continue to send the test lead into LeadSimple.
Then check your LeadSimple account to see your brand new lead!
Then, come back into Zapier to turn on your zap and set it active!
Now, test it out by adding a new row to your spreadsheet and see your lead show up magically in LeadSimple! (Note that it can take a couple minutes for the zap to update and sync the leads over. It shouldn't take longer than 10-15 minutes at most.)
Now you're ready to go and plug in your new leads to the spreadsheet to have them auto-import into LeadSimple!