Introduction
In this article, we will cover the key strategies for implementing this process. By following these steps, users can effectively import, enrich, and manage lead data, enhancing their CRM capabilities.
Watch the video or follow the steps below to take advantage of this feature.
Follow the steps below to use this feature
Now, let's dive into the key strategies and implementations for importing and enriching lead data.
Creating and Populating a Campaign:
Start by creating a new campaign, named for ease of identification (e.g., "Upload Campaign").
Upload a list of leads manually or use an API to import the list into the campaign.
Lead Data Enrichment:
Once leads are uploaded, they will appear with detailed information such as business names, emails, and social media links.
To enrich this data further, select the option to add AI-generated insights. However, be aware that using AI scripts may incur additional costs.
Exporting Enriched Data to GHL:
After enrichment, the data can be exported to your CRM.
Use the provided export function and ensure the exported data is in the correct format for your CRM integration.
Utilizing Webhooks for Real-Time Updates:
Set up webhooks to automatically update lead data when new entries are added to an external source like a Google spreadsheet.
Create a form with an essential field (e.g., website URL) on your site. Set up a workflow where form submissions trigger an API call to populate lead data.
Credit System Awareness:
Understand that each enriched data point (e.g., a company) counts as one credit in the system.
Monitor credit usage to manage costs and ensure efficient use of resources.
Continuous Support and Learning:
Leverage ongoing support and resources provided by the White Label Suite team.
Engage with the support team, participate in the Facebook group, and attend scheduled Q&A calls for further assistance and learning opportunities.
And that's it! By following these steps and implementing them effectively, users can successfully import and enrich lead data, enhancing their CRM capabilities. Thank you for reading this article, we hope it helped understand the process of importing and enriching lead data. Happy searching!
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