How to Automate the Import of New Leads into Salesforce

Published 28 October 2019


Setup an automated import of leads data into your Salesforce account with Import2. 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 email address provided during setup

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