Export leads from an Excel file to Freshsales
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
The purpose of this workflow is to capture leads from an Excel / XLSX file and use these to create and update contacts in Freshsales.
This workflow is fired every time a Excel / XLSX file is added to a Tray form:
To implement this workflow, you will need the following:
API credentials for Freshsales
An Excel sheet with the correct column setup. You can use this template to set up your Excel file.
Click Use Template to deploy the template in your chosen Workspace.
Then take the following steps to configure the workflow and start submitting leads for processing:
The workflow will then start the process of pulling the leads into Freshsales.
Key workflow stepsCopy
The following diagram gives a simplified breakdown of the key steps in the workflow:
These steps convert the form data into an Excel format which is later converted into a Excel / XLSX file so that each row can be looped through and dealt with individually.
This Object Helpers step transforms the Excel column headers into a standard object with fields in the following format:
First Name --> first_name
Last Name --> last_name
Lead Source --> lead_source
Note that the actual value for Lead Source ('Paid Search', 'Referrals' etc.) is mapped according to the data mapping section above.
For each lead we will then have a simple object which can be easily accessed by later Freshsales steps using jsonpaths such as
The lead’s email address is validated for the appropriate
Create / Update contactsCopy
A search is made for an existing contact in Freshsales using the lead’s email address as the unique identifier.
If a Freshsales contact exists, update the contact record.
If a Freshsales contact does not exist, create a new contact record using the standard object