Maintain data integrity

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.

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.

Avoid duplicate records

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.

lead import fw crm

Define mapping

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.

Learn more about contact management

Do all of this and more with your sales CRM

Bulk actions

Quickly send emails, assign leads, update a field, merge and delete records in bulk.

Role-based access

Define and manage user permission and data access in Freshworks CRM.

Smartforms (web-to-lead)

Capture website visitors as leads directly into Freshworks CRM once they complete a webform.

Automation

Autocapture leads from webforms, enrich profiles, assign reps, and log calls & emails.

Custom views

Filter and sort records. Save and access them whenever you want.

Smart fields

Connect with the right set of prospects using "last contacted" and "last seen" date.

What our happy customers say