Once you’ve added leads or companies to your campaign you can download them in .CSV format or export them directly to your CRM.
Download as a .CSV
- Navigate to your Campaign page (the one with the lead or company list displayed)
- Optional: Select the leads/companies you wish to download. If this step is skipped then all leads/companies will be downloaded
- Click Export button in top right of the table and then click Download as a .CSV.
- Your download should begin automatically.
The resulting file will include all displayed columns as well as any additional metadata we have on the leads/companies such as Smart Criteria and Telescope Summaries.
Export to CRM
- Navigate to your Campaign page (the one with the lead or company list displayed)
- Optional: Select the leads/companies you wish to export. If this step is skipped then all leads/companies will be exported
- Click Export button in top right of the table and then click Export to your CRM.
- Your export should begin automatically. It may take a few moments depending on the volume.
- You will be given a notice on how many leads/companies were successfully exported. Unsuccessful exports are usually due to them already existing in your CRM. Duplicates will not be created.
How do I connect my CRM?
Connecting your CRM is simple and can be done in less than a minute.
- Navigate to User Settings via the User icon in the top right corner of your Campaign Page.
- Click + Connect your CRM under the subheading Integrate your CRM