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Importing leads from Salesforce
Importing leads from Salesforce
Marija Zivanovic avatar
Written by Marija Zivanovic
Updated over a week ago

Before importing leads from Salesforce to your campaigns or list, you need to create a "List view" in your Salesforce, from which you will import the leads.
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See how to create List views for contacts in Salesforce here:
​https://help.salesforce.com/s/articleView?id=sf.basics_understanding_list_views_lex.htm&type=5

Once your list is created, follow these steps to import leads to your Campaign or List:

Step 1 - Click on "Add Leads".
Step 2 - Select Salesforce:
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Step 3 - Choose a Contact filter (to import contacts with a specific Salesforce list) and click Import:
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Step 4 - Map the corresponding fields and click "Upload all".


Instantly will check for any blocked contacts and duplicates across all campaigns.

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