v.1.631 ยท
Import lists from a file or your CRM
Bring companies and people in from a spreadsheet or from HubSpot, Zoho CRM or GoHighLevel, into a list or kept for later. People without a LinkedIn link are found for you.
SalesIntegrations
What this solves
- Most teams already keep their targets in a spreadsheet or a CRM. Importing them into a list meant 50 companies at a time, and a file of people was not possible at all.
- CRM contacts and spreadsheets rarely carry a LinkedIn link, and people without one were left out.
What changed
- Files of any size: a CSV or Excel file of up to 5,000 companies or people. Columns are matched for you, in English, German, Spanish, Portuguese and Croatian. When a column is unclear, you choose what it holds. A template is one click away.
- From your CRM: pick HubSpot, Zoho CRM or GoHighLevel, then a HubSpot list, a Zoho view, a GoHighLevel tag, or everything. You can also choose which field holds the LinkedIn link. Checkgrow only reads from your CRM here, and the leads sync stays off unless you switch it on. A CRM connected before this release asks to be reconnected once.
- Find LinkedIn: a person without a LinkedIn link is looked up by name and company, or work email, and joins the list once found. Only a clear match counts. You pay only for people found, and the price is shown before you import.
- People not found are listed on the list. Paste their link yourself or remove them.
- No list: keep companies or people for later. Kept companies are free and never duplicated, with industry, location and size filled in. Kept people wait under People, Not in a list.
- Every import is still checked against every salesperson before anything goes in.
Where to find it
- Sales, Companies: Import in a list's header, or Add, then Import.
- Sales, Companies, New list: Upload a file.
- Sales, People, New list: Import people.
Useful for
- Bringing an existing target account list into Sales in one step.
- Turning a HubSpot or Zoho segment into a list a salesperson works.
- Importing event attendees that have names and companies but no LinkedIn links.
About Checkgrow
Checkgrow brings your campaigns, competitors, content, creatives and sales into one workspace, with AI that works from your own company knowledge. In Sales, lists now start from the files and CRM you already use.