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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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