How To Upload Evaboot Files to my CRM?
Evaboot doesn't offer a direct CRM connections yet.
Meanwhile you can upload your CSV to your CRM. It's available in most CRMs like:
Hubspot
Pipedrive
Salesforce
Zoominfo
I've linked tutorials here that will show you how to do this for each CRM.
When you try to upload your file, you may have an error message.
Here is how to solve that.
Click Upload > Browse > Select your file
Select Append to current sheet > click on Import Data
Click on File > Download > Select CSV
Take the file from Google Sheet and try the operation again, it should work.
If it doesn't work, contact the support of your CRM as 100% of CRMs accept CSV files.
Meanwhile you can upload your CSV to your CRM. It's available in most CRMs like:
Hubspot
Pipedrive
Salesforce
Zoominfo
I've linked tutorials here that will show you how to do this for each CRM.
When you try to upload your file, you may have an error message.
Here is how to solve that.
What to do if I have an error message when I try to import my list to my CRM?
1. Upload Evaboot CSV file to Google Sheet
Click Upload > Browse > Select your file
Select Append to current sheet > click on Import Data
2. Download the file as a CSV from Google Sheet
Click on File > Download > Select CSV
3. Reimport the file in your CRM
Take the file from Google Sheet and try the operation again, it should work.
If it doesn't work, contact the support of your CRM as 100% of CRMs accept CSV files.
Updated on: 09/02/2024