How to import your first 100 leads into HelloGrowthCRM
Import leads from CSV, Google Sheets, or your old CRM in under 10 minutes. Map fields, deduplicate, and assign owners on import.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Getting Started section to browse more guides, compare related tasks, and choose a better starting point.
View all Getting Started guidesImporting your first 100 leads is the fastest way to see HelloGrowthCRM come to life — CSV import, field mapping, dedupe-on-import, and bulk owner assignment.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •A CSV with up to 50,000 rows
- •At minimum, email OR phone per row
- •Recommended: name, company, source, owner_email, status columns
- •About 8 minutes
- 1
Open Leads tab
Click Leads in sidebar. Empty Leads table will show with Import button at top right.
- 2
Click Import → Upload CSV
Drag CSV onto dropzone. Up to 200MB or 50,000 rows per upload.
- 3
Map your columns to CRM fields
Auto-detect by header. For unmatched, pick CRM field or Create custom field on the fly.
- 4
Choose duplicate handling
Skip duplicates (recommended), Update existing, or Create anyway. Match on email + phone with normalization.
- 5
Set default values
Source (e.g., CSV import - May 2026), status (New), owner (single or routing rules).
- 6
Preview the first 5 rows
Spot-check fields, especially phone formatting and date columns. Click Back if anything looks off.
- 7
Click Import
Background job runs. 100 rows = 5-10 seconds; 50,000 rows = ~90 seconds. Final summary shows imported, duplicates, errors.
- 8
Apply lead-routing rules (optional)
If routing rules set, click Apply routing now to assign all imported leads to reps.
Frequently asked questions
What's the row limit per import?▾
50,000 rows. For larger migrations, use our API or split into multiple CSVs.
How do I import from HubSpot/Salesforce/Zoho?▾
Export as CSV, then follow this same flow. We have a one-click HubSpot importer on Pro+.
Do imported leads trigger automation?▾
Default no. Toggle Run automations on imported leads to enable — bypass avoids blasting old contacts with welcome emails.
Can I undo an import?▾
Yes within 30 days. Settings → Imports → Roll back. Soft-deletes the imported leads.
How do I import notes and activities, not just lead fields?▾
Use the API for activity import. CSV importer covers leads only.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Getting Started or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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