Import Your Leads:

Bringing your leads into Alex is a crucial step in getting started with the platform. This guide provides an overview of the different methods available for importing leads into Alex and helps you choose the most appropriate one for your needs.

Choosing the Right Import Method

Each import method has its own advantages depending on your specific needs:

Manual Entry

Best for:

  • Adding a small number of high-value leads
  • When you need to carefully validate each lead's information
  • When you're just getting started with a few key contacts

Learn more about manual lead entry →

CSV Import

Best for:

  • Importing large batches of leads at once
  • Migrating from another CRM or spreadsheet-based system
  • One-time imports from external data sources

Learn more about CSV import →

Google Sheets Import

Best for:

  • Collaborative lead management with your team
  • Maintaining leads in a familiar spreadsheet environment
  • Easily updating and reimporting lead data

Learn more about Google Sheets import →

HubSpot Integration

Best for:

  • Seamless transfer of existing HubSpot contacts
  • Maintaining data consistency between systems
  • Ongoing synchronization with your HubSpot CRM

Learn more about HubSpot import →

Lead Field Mapping

When importing leads, you'll need to map external data fields to Alex's lead properties:

  • Required Fields: Name, Email, Phone, Company
  • Standard Fields: Job Title, Industry, Website, Address
  • Custom Fields: Any additional properties you've created
  • System Fields: Lead Source, Created Date, Last Contact

Best Practices for Lead Import

Regardless of the method you choose, these best practices will help ensure a successful import:

  • Clean your data before importing to remove duplicates and fix formatting issues
  • Use consistent naming conventions across all import sources
  • Start with a small test import before uploading your entire database
  • Set up regular import schedules to keep your leads current
  • Review import logs to identify and resolve any issues

Managing Imported Leads

Once your leads are imported:

  • Segmentation: Create segments based on lead attributes
  • Assignment: Distribute leads to team members or AI agents
  • Scoring: Apply scoring rules to prioritize high-value leads
  • Automation: Set up workflows to nurture leads automatically

Need Help?

If you encounter any issues during the import process, please reach out to our support team for assistance.

Connect Google Calendar
Learn how to integrate your Google Calendar with Alex for scheduling and appointment management
Manual Lead Entry
Learn how to manually add leads to Alex one by one