Mass Create Leads
Import contacts from external sources (e.g., Google Ads) and automatically create lead records for each one using a workflow.
Steps
1. Import contacts
- Go to Contacts and import your contact list. Exabloom automatically filters out duplicate phone numbers.
- Verify the imported contacts appear on the Contacts page.
At this point, the contacts exist but do not have lead records.
2. Locate the imported contacts
- Go to Bulk Actions.
- Find the completed import action.
- Click the three-dot menu and select View Contacts > All contacts in bulk action.
3. Create a workflow
- Go to Workflows and create a new workflow.
- Add a Create Lead action (no trigger needed).
- Save the workflow.
info
By default, Exabloom prevents duplicate leads in the same pipeline. Adjust this in the action settings if needed.
4. Send contacts to the workflow
- On the filtered Contacts page, select all imported contacts.
- Click Add to Workflow and choose the workflow you created.
- Set batch processing:
- Batch size: 5
- Interval: 1 minute
5. Monitor progress
Go to Bulk Actions to track the workflow progress. Once complete, each contact will have a lead record on the Leads page.