Sales data is dynamic. Sometimes, you’ll have a purchased contact list or leads gathered from campaigns, conferences, traveling, etc., in a spreadsheet. Importing records from outside sources into the CRM is important to create new opportunities and track communication. Therefore, maintaining the integrity of data in your sales CRM is crucial and essential to business, as it leverages essential CRM features to ensure seamless operations.
Freshworks CRM’ data import feature lets you import data—leads, contacts, deals, and accounts without duplicates. Importing is simple and easy, and takes just a few moments. Upload your CSV file, follow the import wizard and begin import.
Duplicate records are a menace to sales. Sometimes it’s possible that one or more leads you want to import are already present in the CRM. If a CRM allows this, then more than one sales rep may contact the same lead causing confusion for business. Nobody wants this. We help you maintain reliable data in your sales CRM. You decide how to update existing records by matching them with a unique identifier in Freshworks CRM to prevent duplication.
Use the dropdown list to map the source CSV columns with the fields in Freshworks CRM to ensure your data is complete and accurate. Mapping avoids wrongly populated data in your sales CRM, so everything goes right where it belongs.
Sorry, our deep-dive didn’t help. Please try a different search term.