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Upload Lead List

  • June 7, 2024
  • 1 reply
  • 14 views

Brandy Harlan

Is there a way to upload an excel spreadsheet of leads and set it up for a specific automation rather than clicking or selecting them individually?

Would love to upload the list and then choose the automation that I have already designed to auto send to that list I have about 3000 leads to email!! 

Best answer by Jacqueline Fisher

Hi Brandy,

I am looking to do the same thing. I read in the help tab that you have to save the file as CSV delimited (.csv) You can only upload 500 at a time. The fields also need to match the Honeybook fields. I am attaching the help article here. I hope this points you in the right direction. Congratulations on your leads!

 

Adding your clients to HoneyBook | Help Center | HoneyBook

1 reply

Jacqueline Fisher

Hi Brandy,

I am looking to do the same thing. I read in the help tab that you have to save the file as CSV delimited (.csv) You can only upload 500 at a time. The fields also need to match the Honeybook fields. I am attaching the help article here. I hope this points you in the right direction. Congratulations on your leads!

 

Adding your clients to HoneyBook | Help Center | HoneyBook