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How To Import And Enrich Data Manually Or By Using An External Source
How To Import And Enrich Data Manually Or By Using An External Source
Updated over a week ago

Introduction

This article will cover the key strategies for implementing this process. Users can effectively import, enrich, and manage lead data by following these steps, enhancing their CRM capabilities.

You can watch the video or follow the steps below to use this feature.

Follow The Steps Below To Effectively Use This Feature.

Let's dive into the key strategies and implementations for importing and enriching lead data.

  1. Creating a List

    • Start by creating a new List. Name it for ease of identification (e.g., "Upload Campaign").

    • Upload a list of leads manually or use an API to import the list into the List.

  2. Lead Data Enrichment:

    • Once uploaded, leads 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 using the AI Assistant. However, be aware that using AI prompts may incur additional costs.

  3. Exporting Enriched Data to HighLevel:

    • After enrichment, the data can be exported to your HighLevel CRM.

    • Use the provided export function and ensure the exported data is in the correct format for your CRM integration.

  4. 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 or when a new contact is created in your CRM.

    • 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.

  5. Credit System Awareness:

    • Just so you know, 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.

  6. 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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