Bring Leads From Your CRM
Keep your CRM as the system your team already uses. Begin with a CSV or Excel export to evaluate scoring and outreach, then agree the exact integration scope before depending on synchronization.
3 MIN READ · UPDATED SEPTEMBER 2026Start With an Export
Export the records you are authorized to use, preserve stable identifiers, and map the fields in the import flow. Review a sample for duplicate handling and scoring before bringing in the full list.
Confirm the Connected Workflow
- Confirm the named connector and whether the required actions are available for your plan and workspace
- Agree the supported record types, fields, sync direction, and update frequency; do not assume automatic two-way sync
- Assign an owner for mapping, duplicate conflicts, permissions, and failed updates
Keep Both Systems Honest
Activity recorded in LeadScore AI stays with its lead record. Writing scores or activities back to an external CRM requires a supported, configured integration; test the specific update and its destination before rollout.
Bring your CRM name, required record types, field list, and desired sync direction to a demo. A connector listing or successful sign-in alone does not establish that the whole workflow is supported.
Try It on Your Own Leads.
Every guide is shorter in practice — import a list and see the workflow run.