CRM BundalsFacebook and IndiaMART lead import

Lead import · download there, import here

Facebook and IndiaMART lead import, the honest way

Leads from Facebook lead ads, IndiaMART and the property portals do not flow into CRM Bundals on their own. You download them there and import the file here. It takes a minute, repeats are skipped, and every lead keeps where it came from.

Download there, import here

1. Download the file.

From Facebook or Instagram lead ads, download your leads as a file.
From IndiaMART, TradeIndia, JustDial, 99acres, MagicBricks or Housing, take the enquiries out as a sheet.
All the import needs is a name and a phone number in each row.

CRM Bundals is not connected to any of these. A source name is a label on the lead, not a connection.

Lead SourcesWhere this week’s leads came from

3 ways in

Excel or CSV fileSeptember enquiries · 212 added, 9 repeats skipped

Imported

Website formPosts to your secret address · 41 leads, 3 repeats counted

Webhook from another toolIts own secret address · make a new secret any time

Facebook, IndiaMART, 99acres: download there, import here

2. Import it, with its source.

In the Leads app press Import from Excel and pick the .xlsx or .csv file.
Set Source for these leads to Facebook lead ad, IndiaMART or whichever it was.
Give the leads to your callers in turn, to one caller, or to nobody yet.

LeadsDisha Career Academy · everyone’s leads

23 fresh

Harsh VaghelaRRB JE Mechanical · Website form · Pooja

Part paid

Anjali TrivediGATE Mechanical · Website form · Pooja

Interested

Rohit ChauhanRRB JE Mechanical · Excel list · Farhan

Fresh

Yash BhattGATE Mechanical · Incoming call · Riya

Call back later

Mitali ParmarSSC JE Civil · Website form · Pooja

Not picking up

Komal PrajapatiSSC JE Civil · Walk-in · Farhan

Fresh

One phone number is one lead, never twoCallers see only their own

3. Call them the same day.

Each caller finds the new leads under Fresh.
With the first-call rule on, a follow-up is made a set number of minutes after the lead is given.
Reports shows how long new leads waited for their first call.

Today · Pooja Rana

Harsh VaghelaRRB JE Mechanical · Fresh

What to saySay who you are and where they enquired. Ask which course and which batch time suits them. Offer a free demo class.

Call

The caller app, on the caller’s own Android phone

What is connected today

How leads get inGood to know

Excel and CSV filesImport from the Leads app.Numbers already in your leads are skipped and listed.

Your website formThe form posts to a secret address that belongs to your company.Works today. Make a new address any time.

A webhook from another toolAny tool that can post a name and a phone to that address.Works today.

Facebook and Instagram lead adsDownload the leads there, import the file here.Not connected.

IndiaMART, TradeIndia, JustDialDownload or copy the enquiries into a sheet, import the file.Not connected.

99acres, MagicBricks, HousingSame way: a sheet, then import.Not connected.

Importing the same file twice is safe. A phone number can be a lead only once, so the second import adds only the new rows and tells you how many were already there. Many teams download the whole sheet every evening and import it as it is.

Said plainly

What it does

Imports .xlsx and .csv files with a name and a phone in each row.
Matches the headings Name, Phone or Mobile, City and Source by itself.
Skips numbers you already have and reports each one.
Keeps the source on every lead, and counts leads, called and won for each source.
Shares imported leads between callers in turn.

What it does not do

No live connection to Facebook, Instagram, IndiaMART, TradeIndia, JustDial, 99acres, MagicBricks or Housing.
It does not read enquiry emails from portals.
It does not log in to your ad account or your seller account.
It does not run or manage ads.
It does not buy or supply leads. You bring your own.

If leads must land in the CRM the second they are filled in, with nothing in between, this is not that product today. If a download and an import a few times a day is fine, the import lesson shows every step.

Asked about lead import

How often should we import?

As often as you download. Some teams do it morning and evening, some every hour during a campaign. Repeats are skipped each time.

The file has columns we do not need. Is that a problem?

No. Columns the import does not know are ignored. It reads the name, the phone, the city, the source and what the lead asked about.

Can leads from two sources be the same person?

If the phone number is the same, it is one lead. The second file’s row is skipped and reported as already there.

Will these sources be connected later?

We do not promise dates. Today the honest answer is download and import.

Keep reading

Lesson 2: Import your leadsA written lesson for the owner or a manager Lead management softwareWhere a lead goes from the first enquiry to the fee CRM for manufacturers and tradersFor factories, wholesalers and distributors who quote on the phone.CRM for real estateFor builders’ sales teams and brokers.PricingPrices are coming soon. Unlimited usage