Customer experience | Sales, Customer Insights,...

Import Leads & Contacts At Once?

(0) Share

Report

Posted on by Community Member

I have a question about importing leads into Dynamics. It seems fairly straightforward to import leads from a CSV file, but how then do I automatically create the Contact records?

I want to import leads and then have those individuals go into a nurture campaign via Customer Journey. However, only Contacts can be sent through Customer Journeys or sent mass emails.

So if I have a list of 300 individuals I want to add into the system, how do I import them so it creates both a Lead record and Contact record and pairs matches together?

Thanks

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

BhaveshL 60 on at

Like (0)

Report

RE: Import Leads & Contacts At Once?

Hello Burly,

In a normal scenario, we create a lead and nurture the lead until we feel it is qualified. Once the lead is ‘Qualified’ the system creates an Opportunity, Company and a Contact record from the information captured during the lead nurturing process. The lead is closed (effectively archived).

So, it may not be desirable to have a lead record and a contact record for the same person. They will be

If I were you, I would import the CSV file to the Contact Entity. Probably categorize (Lead, Prospect, Customer, Vendor, Partner, etc).

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (1)

Report

RE: Import Leads & Contacts At Once?

Hi Burly,

You could take following method as reference:

1. I assume that you had a lead view and it had contained necessary fields as columns.

Here is my view for import.

2. Create a custom lookup field(lead) for Contact entity, and add it contact form so that we can check after import done.

3. Create a temporary workflow at organization level:

entity: lead,

Starts when record is created(leads not exists before import)

create contacts from leads fields.

set FIrstname and Lastname in Event information section.(because fullname field is not editable)

set the custom field to Lead(Lead)

4. After import work has been done, then check whether all related contacts have been created successfully.

If above steps go well, then delete or deactive the workflow.

Result 1:

We can see associated contacts in lead form.

Result 2:

We can see originated lead in custom field of contact form.

In addition, you can also bulk qualify leads to contacts, it's an automatic process, but it'll also generate related opportunity records of leads, you may delete them manually.

Regards,

Clofly

Was this reply helpful? Yes No