There are a number of ways that you can bring leads into Sell. For example, you can import existing leads from a spreadsheet, CSV file, or sales software like Salesforce. You can add new leads through the Lead Capture Form or Zendesk Support integration.
This article contains the following topics:
Adding existing leads into Sell
Here are some options for adding your existing leads:
- Import data in bulk using a CSV (comma separated values) file
- Sync directly from external sources such as Salesforce, Google, or LinkedIn
- Use the Sell Sell REST API to import leads in an automated way
Adding new leads automatically
Here are some options for creating new leads using lead generation methods:
- Use the Sell Reach add-on to enrich existing leads, or to generate a targeted list of new leads
- Use the Sell Lead Capture Form from your website to add new leads automatically
- Zapier is extremely useful for working with Wordpress or other hosted lead capture forms. Use Zapier if you are using popular lead generation forms like JotForm, Gravity Forms, or Wufoo
- Use the Sell REST API if you are using a custom lead capture form on your website
Adding new leads manually
If you are not using a lead generation tool, here are some options for finding and adding new leads:
- Try the Reach add-on to enrich existing leads, or to generate a targeted list of new leads
- Add leads from your email inbox. Connect your email and decide which untracked incoming emails you want to add as leads
- Use the Zendesk Support integration for Sell, where your support team can notify sales about a new opportunity and create new leads from tickets
- Add leads from any Sell page using the Global Add button
- Think about setting up a Sell Lead Capture Form to capture leads easily from your website
1 Comments
Say for example I have one lead source which is in insurance sales. So now I have uploaded leads for my insurance business. But I also have a Solar Business as well. How could I keep both source of leads separate? Do I need to purchase a second subscription with Sell? Is there a way to tag each lead source?
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