Data Sources

Leadbay works best when it knows about your past leads. Import your CRM data via CSV files or connect tools via Zapier.

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Import a CSV File

Imports are only available to admin users.

During Onboarding

The first time you set up Leadbay, you'll be asked to upload a CSV with your past leads. See Onboarding for the step-by-step.

Adding More Data Later

From the side menu, navigate to Data Sources and click Add new data source. The process is the same as during onboarding:

1. Upload your CSV — any file with company data (name, location, status, etc.)

2. Map fields — Leadbay auto-detects columns. Verify or correct the mapping.

3. Map statuses — Tell Leadbay which of your status values mean won, lost, wanted, etc.

Tips:

• The Status field is the most important: it tells the AI which leads performed well

• More data = better recommendations, but even a small file helps

• You can import multiple files over time

Importing Only Contacts

If you want to add personal contact data (phones, emails) for existing leads without changing their status: during import, skip the status column mapping and leave the default status empty. Your contact data will be added to Lead Profiles without affecting statuses.

Custom Fields (Beta)

You can define custom fields for additional data specific to your business (e.g., product line, contract type). Navigate to Data Sources and click Add new custom field, then map it during your next import.

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Zapier Connection

Zapier automates data flow between Leadbay and thousands of other apps — including your CRM.

Enable the Connection

1. Open the Leadbay-Zapier invitation: Leadbay Zapier Invitation

2. Click Accept Invite and Build a Zap

Import Data to Leadbay (CRM → Leadbay)

1. Go to Zapier → Create → New Zap

2. Trigger: select your CRM (e.g., HubSpot, Salesforce) and pick an event (new company, status change)

3. Action: search for Leadbay, sign in when prompted

4. Map your CRM fields to Leadbay fields (name, location, status, etc.)

5. Click Publish

Export Data from Leadbay (Leadbay → CRM)

1. Go to Zapier → Create → New Zap

2. Trigger: search for Leadbay, pick the export event

3. Action: select your CRM and choose "Create Company" (or equivalent)

4. Map Leadbay fields to your CRM columns

5. Click Publish

You only need to authorize the Leadbay-Zapier connection once. After that, all your Zaps can use it.

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SFTP Connection

For automated, recurring imports, Leadbay can connect directly to an SFTP server and sync a CSV file. The connector detects file changes and only re-imports when the content is updated.

SFTP Connector