Christopher Duncan Asked:

“How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use to get it in Agent CRM?”

The Answer:

Great question! While you can use a webhook to transfer data to a Google Sheet, getting that data into Agent CRM is straightforward as well. Here’s how you can import your leads seamlessly.

Option 1: Import Leads Directly from a Google Sheet

If you’ve already used a webhook to transfer leads into a Google Sheet, you can upload those contacts to Agent CRM in just a few steps:

Step 1: Prepare Your Google Sheet

  • Ensure your sheet is formatted correctly:
    • Row 1: Include column headers such as First Name, Last Name, Email, Phone Number, etc.
    • Data Rows: Each row should represent one contact.

Step 2: Export Your Google Sheet as a CSV

  • In Google Sheets, click File >> Download >> Comma-separated values (.csv).

Step 3: Import Your Contacts into Agent CRM

  • Log in to Agent CRM and go to Contacts >> Import Contacts.
  • Upload your CSV file and map the fields from your file to the corresponding Agent CRM fields.
  • Click Import, and your contacts will be added to your database.

For a step-by-step walkthrough, watch this video: How to Import Contacts into Agent CRM.

Option 2: Use Zapier for Automation

If you’d like to automate the process of transferring leads directly from a non-Agent CRM form to Agent CRM:

Step 1: Set Up a Zap

  • Log in to Zapier and create a new Zap.
    • Trigger App: Use the app managing your form or Google Sheets as the trigger.
    • Trigger Event: Select the appropriate event (e.g., new row added to a Google Sheet).

Step 2: Connect Agent CRM

  • Action App: Choose Agent CRM as the action app.
  • Action Event: Select Create or Update Contact.

Step 3: Map Fields

  • Map the fields from your form or Google Sheet (e.g., First Name, Email) to the appropriate fields in Agent CRM.

Step 4: Test and Activate

  • Test the Zap to ensure data flows correctly, then activate it to automate the process.

Pro Tips for Managing Leads

  • Tag Your Contacts: During import, add tags to organize your leads (e.g., “Imported Lead”).
  • Set Up Follow-Up Campaigns: Use Agent CRM’s automation tools to engage imported leads immediately through email or SMS campaigns.
  • Validate Your Data: Double-check imported data to ensure accuracy and completeness.

Learn More

For additional tips and strategies, explore these resources:

Also be sure to check out these beneficial videos on our Youtube channel:


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