Import Leads from a Sheet
Need to import leads from a Google Sheet or CSV file into FlowChat? Here’s exactly how to do it 👇
✅ Click the Export dropdown and select Import Leads from Sheets
✅ Step 1 – Select your lead source:
- Upload from a CSV file, or
- Copy and paste the leads directly from your spreadsheet
💡 To upload a CSV:
- In your Google Sheet, click File → Download → Comma Separated Values (.csv)
- Once downloaded, go back to FlowChat and select Upload CSV File
- Click Choose File → Open to upload your CSV
💡 To copy and paste:
- Copy the data from your sheet
- Select Copy and Paste Leads in FlowChat
- Paste the data into the box
✅ Check the box if your first row contains headers
✅ Step 2 – Choose what happens to imported leads:
- Add a note, tag, or deal amount
- Add them directly to a pipeline stage (for example, “Qualified Prospect”)
- Optionally, set a card color
✅ Step 3 – Map your fields:
- Column 1 → First Name
- Column 2 → Last Name
- Column 3 → Facebook Profile Link
- Column 4 → Phone Number
- Column 5 → Email
✅ Once everything is mapped, click Import Leads — and you’re done! 🎯
Your spreadsheet contacts are now added to your FlowChat pipeline and ready for follow-up.
👉 Try FlowChat today: https://trailer.flowchat.com/teaser-trailer-page-v2
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