Bringing leads into Sell from different sources

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 covers the following topics:

• Adding existing leads to Sell
• Adding new leads automatically
• Adding new leads manually

Adding existing leads to 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

In Sell, there are a few different 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

To access these options

1. On the Sell sidebar, click Settings ().
2. Click Data > Lead capture.

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 incoming emails from suggested people that 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 by clicking Global Add
• Think about setting up a Sell Lead Capture Form to capture leads easily from your website