Bring leads in from any spreadsheet. Upload a CSV or Excel file up to 10 MB and 10,000 rows, map its columns, choose how duplicates are handled, and see exactly what happened to every row.
Pitch2Sale reads your file, matches each column to a field, checks every row against your existing contacts, and imports in the background.
Upload .csv, .xlsx or .xls, up to 10 MB and 10,000 rows.
Map columns to lead details, contact name, email, phone, title, address and custom fields.
Rows are matched to existing contacts by email, then phone.
Imported, updated, skipped and error counts, with a downloadable error report.
You need permission to create leads.
The first row must hold the column names.
Match each column to a field. Lead Name is required.
Choose what happens to duplicates, and the default lead status and owner.
Check the first five rows.
It runs in the background. When it finishes you will see Import Complete and can Download Error Report.
| Direction | What | When |
|---|---|---|
| File → Pitch2Sale | One lead and its primary contact per row, with mapped fields and tags | You start the import |
| File → Pitch2Sale | Updates to existing leads, if you chose Update existing | A row's email or phone matches a contact |
| Pitch2Sale → workflows | A lead-created event for each new lead, so webhooks fire | As each row is imported |
| Not imported | Opportunities, activities and tasks. Use the Close importer to move those from Close | — |
By contact email, ignoring case, then by phone with punctuation removed. Company names are not used.
No. Preview first, and start with a small file if you are unsure.
Not from a file. Each row becomes one lead and its contact.
Download the error report, fix those rows and import them again.
Get started and import your first file in a few minutes.