Salesforce

Manage Salesforce leads

Add or update leads to Salesforce.

Use template
editor or live screenshot
editor or live screenshot

Use this template to quickly add or update leads to Salesforce, all in a spreadsheet. Perfect for bulk import of leads, use it to enrich existing Salesforce objects with new datapoints or import new lists of leads. Works with any custom field from your Salesforce instance.

How it works

  • Add the list of leads to the spreadsheet with the fields to add to Salesforce.
  • Add an individual leads of bulk import the full list to Salesforce.

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