Import CSV lead lists in batches
Merge multiple files into one sheet, map columns once, and prepare rows for enrichment workflows.
Import rows
Map and merge raw list inputs
Score and prioritize
Sync destination
What this playbook does
Merge multiple files into one sheet, map columns once, and prepare rows for enrichment workflows.
Example: Combine trade show list + inbound list + outbound list in one workspace.
Step-by-step process
- 1 Import from CRM, CSV, search results, or API into one sheet.
- 2 Map and merge raw list inputs to capture the core qualification signal.
- 3 Apply AI or rules-based scoring to rank which rows should be worked first.
- 4 Sync high-priority rows to CRM, sequencing tools, or exports.
What gets enriched
Unified Lead Table
DataPrimary output for "Import CSV lead lists in batches" workflows.
ICP Fit Score
IntentComposite qualification score based on enriched signals and AI analysis.
To get started
- Upload CSV sources
- Map columns once
- Save import template
When to use this
- Leads are fragmented across files
- You need one source of truth for outbound
- RevOps needs repeatable import standards
- Teams share list ownership
What you can swap
- Source import
- Enrichment step
- Scoring logic
- Destination sync
Tools used
Common questions
Can I swap providers in this flow?
Yes. You can swap source, enrichment, AI, and destination steps without rebuilding the full workflow.
Can I run this on existing rows?
Yes. Import current CRM/CSV rows, then apply this playbook on top.
Can I route high and low-fit records differently?
Yes. Use score bands to route rows to SDR, nurture, or archive paths.
Can I reuse this setup weekly?
Yes. Save it as a repeatable playbook and rerun with fresh data.
Get started with this playbook
Set up "Import CSV lead lists in batches" in minutes and start running your workflow.
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