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!
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!