In this article, you’ll find:
How to Set Up CRM Integration with UpLead
To set up CRM integration with UpLead, please follow the steps outlined in our detailed guide:
How to Export Contacts to Your CRM
UpLead offers seamless integration with various CRM systems to ensure smooth contact transfers. Here's how to export contacts from UpLead: How to Integrate Uplead with your CRM
Method 1: Exporting Individual Contacts
1. Perform a Contact Search:
Start by conducting a search using your preferred filters (e.g., industry, location, title).
Once your search results appear, you'll see a list of contacts.
2. Export to CRM:
In the Actions column, click the Export to CRM button, which will display your connected CRM's logo (such as Salesforce).
This action will push the contact directly into your CRM.
Method 2: Bulk Exporting Contacts
1. Download Contacts:
After performing a search, you can also download a list of contacts that you want to push to your CRM by leveraging the select and download method mentioned in the How to Validate Multiple Contacts at Once article
Navigate to the Downloads page, where you will find all your downloaded files.
Download the desired contact list.
2. Push the List to CRM:
From the Downloads page, locate the CRM export option and initiate the push to your connected CRM.
Method 3: Using the Connected Lists Feature for Salesforce (Professional Plan or Higher)
For Salesforce users on the Professional Plan or higher, UpLead offers the Connected Lists feature, which allows you to synchronize your Salesforce contacts directly from UpLead.
To learn more about setting up and using the Connected Lists feature, refer to this article on Connected Lists.
How to Export Companies to Your CRM
Method 1: Exporting Individual Contacts or Companies
1. Perform a Company Search:
Start by conducting a search using your preferred filters (e.g., industry, location, name).
Once your search results appear, you'll see a list of companies.
2. Export to CRM:
In the Actions column, click the Export to CRM button, which will display your connected CRM's logo (such as Salesforce).
This action will push the company directly into your CRM.
Method 2: Bulk Exporting Contacts
1. Select Companies from the Company Search:
After performing a search, you can select the desired companies from the list by utilizing the checkboxes near their name
2. Push the List to CRM:
Clicking the top left Download button will trigger a dropdown in which you can directly export the selected companies to your CRM by pressing the CRM Expot button
Method 3: Bulk Exporting Already Downloaded Companies
1. Download Companies:
Navigate to the Downloads section of the Uplead dashboard
2. Push the List to CRM:
From the Downloads page, locate the CRM export option and initiate the push to your connected CRM.
FAQs
Q: Can I export all contacts at once?
A: Yes, you can export all contacts from your search results or download a full contact list and export it in bulk.
Q: Does exporting contacts consume credits?
A: Exporting contacts or companies to your CRM does not consume credits if the contact or company has already been unlocked, if you are exporting a new contact or company that has not been yet unlocked a credit will be consumed for each entity.
Q: Can I select contacts or companies across multiple pages for export?
A: Yes, you can select contacts or companies across multiple pages of their respective search results before exporting them to your CRM.
Next Steps
Still need help? Contact UpLead Support for assistance.