Before importing leads from Salesforce to your campaigns or list, you need to first connect Salesforce to Instantly
After connecting, Instantly fetches "Contacts" data from Salesforce. To import "Leads" from Salesforce to Instantly, please convert them into "Contacts" by following the steps here.
After connecting your Salesforce and creating the list view, you may now proceed to import leads from Salesforce to your campaign or list by following the steps below:
Open the target campaign
Go to the Leads tab and click Add Leads.
Select Salesforce.
Choose a Contact filter (to import contacts with a specific Salesforce list) and click Import
Check the corresponding fields and click Upload all.
Select Type: Use the drop-down menu to attribute the right variable for each column.
The Email column should be mapped to the predefined 'Email' variable.
For personalized columns, you can map them as 'Custom variable'.
For columns that you don't need to import, you can map them as 'Do Not Import'.
Check for duplicates across all: Check the options to prevent uploading leads that already exist in another campaign or list. Uncheck the options if you wish to allow duplicate leads in different campaigns or lists.
Verify leads: Check the option to verify your leads using Instantly Credits (0.25 credits per lead). If you don’t have enough credits, you’ll be prompted to upgrade to the Instantly Credits plan.
