Exporting leads to CSV or Excel: a clean handoff to your CRM
Practical tips for moving prospect lists into HubSpot, Pipedrive, Zoho, or internal sheets without quality loss or duplicate chaos.
Consistent column names and types
Before importing, align with ops on how phone, city, and industry are labeled in the CRM. Small mismatches (“Tel” vs “Phone”) break mappings.
Normalize country codes on phones when you sell across markets (US, LATAM, Spain, etc.) so dialers and integrations behave.
Deduping and statuses
Import to a staging view or temporary list first, dedupe on phone or name+address, then promote to opportunities.
Tag lead source (“territory X / sector Y”) to learn which zones convert.
Leadify exports
Depending on your plan, Leadify supports tabular exports so the CRM handoff is mechanical—not manual retyping.
That makes lead generation measurable: you know how many rows entered and from which map-based search.