Uploading Leads via HomeChat

Upload your non-CRM leads directly into your Structurely account!

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

Looking for a quick + easy way to add your existing leads into Structurely?

No problem! We can accept CSV, XLSX, and XLS files directly within your HomeChat account.

πŸ‘‰ You can access the lead uploader tool from any tab within HomeChat using this icon in the upper right-hand corner:

πŸ‘‰ Next, click "Upload" and select your lead data file (or drag it to this window) πŸ‘‡

πŸ‘‰ From here, you will have the option to select one of our default use cases in order to enroll ALL leads at once within that same conversation*
​(this will also show a count of the number of leads identified within the uploaded file) πŸ‘‡

After clicking "Next" you will be provided an opportunity to review the imported lead data for accuracy and completeness. Please note, by selecting "Create Leads" on this page, you are agreeing to the posted notice in terms of opt-in requirements:

⚠️ *If you do not choose a conversation type within the lead uploader tool, the lead will be added into your Structurely account but your AI Assistant will NOT reach out to this lead until a conversation is manually started for that lead specifically. ⚠️

(your lead dashboard can be found here - and a new conversation can be initiated manually by selecting the highlighted icon below after selecting a specific lead)

If you have any questions you can send an email to help@structurely.com and we will get back to you!

πŸš€ The Structurely Team

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