How to Import Leads into Salesforce from Another App without CSV files

Published 02 December 2019

Description

Add new leads into Salesforce directly from another app. Skip the CSV import, and pull new leads in from other marketing, accounting, helpdesk, or CRM sources automatically.

1. Connect the app you're taking data from, and Salesforce account

2. Setup the import and map the fields you wish to include

3. Start the import and see your leads populated in Salesforce

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
Move data directly between your business apps
Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. Learn more