How to Automate the Import of New Leads into Salesforce

Published 28 October 2019

Description

Setup an automated import of leads data into your Salesforce account with Import2 Wizard. Setup the import once, and send in new files via email whenever you wish to add new data.

1. Connect your Salesforce account

2. Setup the import template, including the field mappings and the email where you will be sending the files from

3. When you have new leads to import, email your CSV file(s) to the Import2 Wizard email address provided during setup

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
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