Push Leads To Salesforce

Simple 3-Step Flow

Use the locked Excel template with approved column headings.

Fill the mandatory fields. Optional fields can be left blank.

Upload the completed template, review the preview and submit.

.xlsx

Start with the official locked Excel template to avoid column mismatch errors.

Drag and drop your completed file here or click below to browse and preview leads.

Mandatory columns: Name, Number, Project Name and Sub Source. Other fields are optional.

Customer Name *

Email Address optional

Phone Number *

Project Name *

Lead Type *

Source Type *

Sub Source Type *

UTM Source

UTM Medium

UTM Campaign

Enquiry Message optional